Review Signing Progress
Read BoldSign document [document ID]. Summarize its status and the returned signer information.
boldsign
BoldSign AI Employee
Leina connects to BoldSign to help you send signature requests from approved templates. Ask in your team chat. Leina does the work and brings back the result.
Connect BoldSign, choose what to share, and hand off your first task.
Leina + BoldSign Example Result
You
Read the contractor agreement template I shared in BoldSign. Send it as “Cedar Studio · Design agreement” with role 1 assigned to Maya Chen at maya@example.com. Add the message “Please review the design agreement and sign when ready.”
Leina
The signature request has been sent using the template, with Maya assigned to role 1. A new document ID was returned.
BoldSign · Request sent
Cedar Studio · Design agreement
A signature request was created for the named recipient.
- Recipient
- Role 1: Maya Chen · maya@example.com.
- Message
- Please review the design agreement and sign when ready.
What Is a BoldSign AI Agent?
AI reads a BoldSign template’s roles, assigns the recipients you name, and sends a signature request with your chosen title and message.
You specify the source and the destination. Leina uses the content available to your connection and returns the result for you to review.
BoldSign
BoldSign is an electronic signature service for preparing documents, requesting signatures, and tracking signing progress.
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Provide the signing brief
Choose a template and specify the signer, title, and message.
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Send the request
AI reads the roles, sends the template document, and returns its document ID.
What to Ask Leina to Do with BoldSign
Copy a prompt, add your details, and send it to Leina in your connected team chat.
Send a Template Signature Request
Read BoldSign template [template ID]. Send a document from it with title “[title]”, mapping role [role index] to [signer name] at [signer email]. Report the new document ID.
boldsign
Your next BoldSign task can start with a message.
Connect. Ask. Get the Result.
Tell Leina what you need in your team chat. Include the source, destination, and expected result.
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Connect Your Account
Connect the tools involved and give Leina access to the content it needs.
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Try a Task
Share the source material, say where the result belongs, and describe what you need.
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Check the Result
Review the result and any changes in the connected app.
Put Leina to Work in BoldSign
Hand off these everyday tasks to your AI employee.
Get Api Credits
Get the remaining BoldSign API document credits for the connected account.
List Documents
List BoldSign documents available to the connected account with filters and pagination.
Get Document Details
Get the status, signers, and full JSON details for one BoldSign document.
List Templates
List BoldSign templates available to the connected account with filters and pagination.
Get Template Details
Get roles, files, and full JSON details for one BoldSign template.
Send Document From Template
Send a BoldSign signature request from an existing template and return the new document ID.
More Tools for Your AI Employee
Connect the Apps your work depends on, and give Leina the context to carry the task forward.
Keep the Conversation Moving. Let Leina Pick Up the Work.
Hand off a task while your team is discussing it. Leina uses your connected tools and brings the result back to the conversation.
See How Leina Works in SlackLeinaExample Result The signature request has been sent using the template, with Maya assigned to role 1. A new document ID was returned.
Cedar Studio · Design agreement
BoldSign + Leina: Your Questions, Answered
How do I choose signer roles?
Read template details and map each intended recipient to the template’s one-based role index.
How can I check a sent request?
Use the returned document ID to retrieve document details and its signer status.
Can I send any file through this connection?
Sending uses an existing template. Public file URLs can be added only when that template permits new files.
Make Leina Your BoldSign AI Employee
Start with one task you already need to do. Tell Leina what a finished result should look like.
Connect BoldSign, choose what to share, and hand off your first task.