What to Ask Leina to Do with Formstack Documents
Copy a prompt, add your details, and send it to Leina in your connected team chat.
Read a template and its detected fields to prepare the necessary data.
Read Formstack Documents template [document ID] and its merge fields with attributes. Summarize the values I need to provide for this template.
Copy an existing template under a new name for later editing.
Copy Formstack Documents template [document ID] as [new template name]. Return the new template details.
Get Started with Formstack Documents
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Connect Your Account
Connect your Formstack Documents API Key and API Secret.
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Try a Task
Tell Leina what you need in your team chat. Include the source, destination, and expected result.
Set Up Leina in Your Chat → -
Check the Result
Review the result and any changes in the connected app.
Supported Formstack Documents Capabilities
The connection manages Formstack Documents templates and their source content. It lists fields and copies templates; document merge execution and delivery are not included.
- Find Templates and Fields
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Search templates and read their metadata and detected merge fields.
- List Documents
- Get Document
- Create and Edit Templates
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Create templates from HTML or file URLs, copy a template, or replace its source content.
- Create Document
- Copy Document
View All 7 Actions
- List Documents
- Get Document
- Get Document Fields
- Create Document
- Update Document
- Copy Document
- Delete Document
Frequently Asked Questions
Can AI tell me which data a template needs?
It can list detected merge fields and their available attributes, then help organize values for those fields.
Does creating a template generate a finished PDF?
It creates the reusable template and sets its eventual output format. Merging data into a finished file is a separate operation not included here.
Can I use a Word or PDF template file?
For a non-HTML template type supported by the service, provide its public file URL and choose the template type and output format.
Your AI employee for Formstack Documents
Tell Leina what you need in your team chat. Include the source, destination, and expected result.