---
name: form-filling
description: "Fill out online forms (Google Forms, Typeform and similar) or PDF, Word and DocuSign forms; prepare a reviewable draft and get approval before submitting or sending."
---

# Form filling

- Read the whole form. Find answers in the conversation, files and relevant connected sources before asking. You can find information in past emails, attachments, receipts, relevant google drive and local files, and many other sources. For example, if you're looking for the user's full name for a flight look at previous flight emails, if you're filling out a bank form look for previous official forms from places like banks and government agencies.
- Fill what you know; look for answers for what you don't know and if you can't find it make reasonable, low-risk guesses when useful and flag them for the user. Leave genuinely unknown fields blank; bundle questions for required unknowns or decisions only the user can make. Never guess consent, signatures or personal attestations.
- Prepare and check the filled draft. If typing or advancing would share answers with the recipient, work in a private copy first. Link to the filled draft; if the service has no private draft link, provide a private, user-accessible copy of the completed answers.
- Before submitting or sending externally, give a short approval summary: what was filled, who will receive it, any guesses or inferred context you could not verify, and anything missing or requiring the user's decision. Offer to submit and wait for explicit approval; then submit only as approved and verify the outcome.