Prepare a Signing Progress Brief
List BoloForms documents in workspace [workspace ID] matching [query]. Read respondents for template [template ID] and summarize signer status and declined requests without sending reminders.
boloforms
BoloForms AI Employee
Leina connects to BoloForms to help you review signing progress and summarize form responses. Ask in your team chat. Leina does the work and brings back the result.
Connect BoloForms, choose what to share, and hand off your first task.
Leina + BoloForms Example Result
You
Using the BoloForms workspace and template I shared, find the vendor onboarding documents and check their respondents. Tell me who has signed, who is waiting, and who declined.
Leina
The records show one signed request, one awaiting a signature, and one declined request.
BoloForms · Signing progress
Vendor onboarding
Three respondents across three signing states.
- Signed
- Maya Chen · Cedar Supplies.
- Awaiting signature
- Leo Martin · Harbor Packaging.
- Declined
- Nora Patel · Field Studio.
What Is a BoloForms AI Agent?
AI reads BoloForms document and respondent records, then groups the recorded signing states so you can see who has signed and who still needs attention.
You specify the source and the destination. Leina uses the content available to your connection and returns the result for you to review.
BoloForms
BoloForms is a platform for electronic signatures, document templates, and forms.
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Find the onboarding documents
AI reads the matching documents in the named workspace.
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Group the respondent records
Read the template’s respondents and summarize their recorded states.
What to Ask Leina to Do with BoloForms
Copy a prompt, add your details, and send it to Leina in your connected team chat.
Summarize Form Answers
Read BoloForms responses for form [form ID]. Summarize answers to [fields] and recurring themes, separating missing answers from negative responses.
boloforms
Send an Approved Template for Signing
Send BoloForms template [document ID], type [PDF_TEMPLATE or FORM_TEMPLATE], for signing to [signer names and emails] using [approved subject and message] and template variables [values].
boloforms
Your next BoloForms 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 BoloForms
Hand off these everyday tasks to your AI employee.
List Documents
List documents and form statistics from the current BoloForms workspace.
Send Template For Signing
Start a signing request for a group of participants by using an existing template.
List Template Respondents
List the current signing participants and their statuses for a specific template.
Get Form Responses
List response records for a specific form so they can be used in follow-up automations.
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 records show one signed request, one awaiting a signature, and one declined request.
Vendor onboarding
BoloForms + Leina: Your Questions, Answered
Can AI show which signers declined?
Yes. Respondent records include status and decline information when present. Ask it to report those records without assuming a missing status.
Can AI compare answers across respondents?
Yes. Provide the form ID and the field names or questions to compare. Answer structure depends on the form.
What is needed to send a template?
Provide the document ID, matching PDF or form template type, signer names and emails, and any required variable values. This sends a signing request.
Make Leina Your BoloForms AI Employee
Start with one task you already need to do. Tell Leina what a finished result should look like.
Connect BoloForms, choose what to share, and hand off your first task.