Connect BoloForms to Your AI Agent

Choose a template or form ID to review participant status or answers. For a new signing request, supply the existing template and approved recipient details.

4 tools API key

Try a BoloForms Task

Copy a prompt into your agent with the oo Skill installed. Add your page links and source notes before running it.

oo Skill BoloForms

Prepare a Signing Progress Brief

Read document records and template respondents to explain recorded participant status.

/oo BoloForms: 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.

Summarize Form Answers

Read responses and group recurring answers according to your review criteria.

/oo BoloForms: Read BoloForms responses for form [form ID]. Summarize answers to [fields] and recurring themes, separating missing answers from negative responses.

Send an Approved Template for Signing

Start a signing request using an existing template and the signer details you provide.

/oo BoloForms: 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].

Start Working with BoloForms

  1. Install OOMOL

    Set up oo CLI and the oo Skill in your agent.

    Install OOMOL →
  2. Connect BoloForms

    Connect with a BoloForms API key.

    Connect BoloForms →
  3. Give Your Agent a Task

    Use /oo with the pages to read, the changes to make, and where to save the result.

    Connection Guide →

Choose Your Agent

  • A BoloForms API key with access to the target workspace and templates.

BoloForms Tools

BoloForms document lists describe saved signing documents, while respondent and form-response records show participant status and submitted answers. Existing templates can also be sent for signing.

Read Documents and Signing Participants

Filter document lists and read template respondent records.

Read Form Responses

Retrieve paginated response records with submitted answers.

Send Existing Templates for Signing

Start a signing request with template type, signers, messages, and variable values.

4 tools

List Documents

List documents and form statistics from the current BoloForms workspace.

boloforms.list_documents

Send Template For Signing

Start a signing request for a group of participants by using an existing template.

boloforms.send_template_for_signing

List Template Respondents

List the current signing participants and their statuses for a specific template.

boloforms.list_template_respondents

Get Form Responses

List response records for a specific form so they can be used in follow-up automations.

boloforms.get_form_responses

Frequently Asked Questions

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.

Connect BoloForms

About BoloForms ↗