Storm's AI Templates Import feature converts your existing documents directly into structured, editable Dashpivot templates. Upload a file, configure your preferences, and Storm extracts the structure, headings, fields, and tables — ready for review and deployment.
This article covers common import use cases organised by document type and workflow category.
How to Access the Import Feature
Navigate to Templates → Add Template → Build with AI → Import.
Drag and drop your files into the upload area, configure your preferences, and click Build.
Safety Documents
Storm can convert the following safety document types into editable Dashpivot templates:
Document Type | Examples |
SWMS / RAMS / JHA / JSA | Existing safe work method statements and risk assessments |
Permits to Work | Hot work, confined space, working at heights |
Site Inductions | Induction forms and checklists |
Toolbox Talks | Meeting records and sign-on sheets |
Take 5 / LMRA | Field-level risk assessment forms |
SSSP | Site specific safety plans and HSEP documents |
Incident Reports | Investigation and near-miss reporting forms |
Quality Documents
Document Type | Examples |
ITPs | Inspection and Test Plans with hold, witness, and surveillance points |
Inspection Checklists | QA checklists and sign-off records |
NCR / Defect Reports | Non-conformance and defect reporting forms |
Method Statements | Construction and installation method statements |
Field Reporting
Document Type | Examples |
Site Diaries | Daily site diary and progress report templates |
Shift Reports | Shift handover and end-of-shift reporting forms |
Pre-Start Briefings | Pre-start and pre-pour checklists |
Meeting Minutes | Toolbox talk and site meeting records |
Time & Materials
Document Type | Examples |
Timesheets | Labour and attendance records |
Dayworks Sheets | Time and materials docket forms |
Variation Forms | Site variation and change order documents |
Other Document Types
Storm can also import a wide range of other operational documents including:
Induction registers and sign-on sheets
Environmental checklists
Lot and hold point records
Standard operating procedures (SOPs)
Custom forms and company-specific paperwork
If your document type is not listed, upload it — Storm will attempt to extract the structure regardless of document type.
Best Practices for Import Use Cases
Group similar documents together — import checklists with checklists, SWMS with SWMS. Consistent document types in one batch produce more consistent output.
Use digital source files where possible — clean PDFs, Word documents, and Excel files produce better results than scanned or photographed paper forms.
For scanned or photographed documents — shoot flat and square-on in good light. Angled or shadowed scans reduce OCR accuracy significantly.
Always review safety and compliance documents before operational use. Storm builds the structure — verifying content accuracy is your responsibility.
Current Limitations
Conditional logic rules and formulas are not automatically generated — add these manually in the template editor after import.
Password-protected or encrypted files are not supported. Remove encryption before uploading.
Complex multi-column layouts and heavily scanned documents may require additional manual refinement after import.
Maximum file size is 100MB per file, with up to 10 files per batch.
FAQ
Can I import any document type?
Storm supports .pdf, .docx, .xlsx, .csv, .png, and .jpeg files. If your document type is supported, upload it and Storm will attempt to extract the structure.
Will my imported template perfectly match the original document?
Not always. Storm attempts to preserve structure, headings, tables, and formatting. Complex documents, low-quality scans, or unusual layouts may require manual refinement after import.
Can I import multiple documents at once?
Yes. You can import up to 10 files in a single batch. For best results, group similar document types together in the same batch.
Do imported templates require review before use?
Yes. Always review imported templates before operational use — particularly safety, compliance, and approval-heavy workflows.
Is my uploaded data used to train AI models?
No. Storm does not use customer data or uploaded documents to train AI models.