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Agent Operating Guide

/coach-form-fill

Pre-fill an existing step form with AI-suggested values the assignee can edit and submit in one click.

Propose values for an existing workflow-step form, drawn from the conversation, a transcript, or another source, so the assignee sees the suggested fill on the form page, edits any field, and submits in one click. The fill is written through review via the submit_form action of suggest_change, which routes the preview to the form page rather than the generic suggestion viewer. This skill fills a form; to author or change its fields, use /coach-form-create.

When to use

Section titled “When to use”

When you want to populate, pre-fill, fill out, draft, or submit values for an existing step form. To create the form or change which fields it has, use /coach-form-create instead.

Inputs

Section titled “Inputs”
Flag Required Notes
--step <stepId> Yes The step whose form you’re filling.
--values <json> No A JSON object of field keys to values. Gathered from the conversation if absent.
--rationale <text> No One sentence explaining the fill, to help the assignee decide whether to accept.

Example

Section titled “Example”

/coach-form-fill --step <id> --values '{"control_effective":"yes","test_notes":"…"}' reads the step’s form schema, validates the values against it, and submits a submit_form suggestion. The assignee gets a Review and submit form link to the form page, where they can edit any field and submit in one click.

Good to know

Section titled “Good to know”
  • Values are validated up front against the schema: missing required fields, bad select values, or file ids that don’t belong to the step are rejected before the suggestion is created. Read the error rather than retrying blindly.
  • Use the schema’s exact field keys: they’re case-sensitive, with no aliases.
  • The preview always routes to the form page, not the generic suggestion viewer: that’s what the submit_form action guarantees. Approving there and clicking Submit are the same write.
  • File fields take document ids. Upload the file with upload_document first, then pass [documentId]; file bytes are never inlined into values.
  • Re-filling a submitted form is allowed: the skill asks before overwriting, and the prior values stay in the audit log. External assignees fill the same way once they sign in.
Section titled “Related”