Life admin · Example workflow
Prepare a form for submission
Find the missing information, fill in what can be verified, and bring the signature step back to you.
Example request
Help me complete this application using the documents I provide. Explain what information is missing, fill in the parts you can verify, and organize the attachments. Show me the completed form and any declarations before submission.
How the agent works through it
- Read the form and the supporting documents you select.
- Prepare verified fields and flag missing or ambiguous information.
- Organize the attachments and a review copy.
What comes back
A form ready for your review, with unresolved questions clearly marked.
What needs your approval
You review declarations, sign, and approve submission.
Sharing with others
Ask another person for a missing document without sharing the full application.