AI Form Filling Agent

Half of business automation is filling the same form on a different portal. Vendor onboarding, government filings, partner registration, supplier setup. A Loomal agent fills web forms with stored data, handles 2FA, and emails the confirmation — turning portal work into a background job.

API Primitives used

vault_get

Pull the data

Company info, banking details, EIN, and other commonly-asked fields live encrypted in the vault.

vault_totp

Handle 2FA

Portals requiring 2FA get TOTP codes from encrypted seeds, no human in the loop.

mail_send

Confirm completion

Once submitted, agent emails the requester with the confirmation number and any next steps.

Form filling is the death of focus.

Every operations function spends hours on web forms. Vendor portals, government registrations, partner onboarding, supplier setup. The data is the same every time — name, address, EIN, banking — but every portal asks for it in a slightly different way, and humans have to retype it.

An agent can do this without losing accuracy or tripping on the next portal redesign. The data lives in the vault, the workflow is deterministic, and the audit trail proves what got submitted where.

How to build it.

01 vault_get

Read the data

Agent reads the right fields from the vault — company name, address, EIN, banking — for the portal being filled.

02 vault_totp

Handle authentication

Agent logs in with stored credentials and handles 2FA from encrypted seeds.

03 mail_send

Submit and confirm

Agent submits the form, captures the confirmation number, and emails the requester from the ops identity.

What ops teams build.

• Vendor onboarding
  Agent fills supplier and partner onboarding forms across dozens of portals.

• Government registration
  Business registration forms across states and jurisdictions get filled and submitted automatically.

• Banking applications
  Account opening forms get filled with stored business data and submitted through bank portals.

• Permit applications
  Recurring permit and license applications run on a schedule with no manual filing.

• Insurance forms
  Policy renewals and claim forms get filled with stored data and tracked to submission.

Why form filling needs a vault-backed agent.

Form filling looks like RPA work — and traditional RPA tools handle it badly because they expose credentials in scripts and break on the next portal redesign. An agent is more resilient because it reasons about the page instead of replaying clicks, and it holds credentials in a real encrypted vault instead of a config file.

Loomal gives ops an identity that owns the data, the credentials, and the audit trail — turning form filling from a brittle script into a reliable background workflow.

• Data and credentials encrypted
  Form data and portal logins live in vault entries scoped to the ops identity.

• Per-submission audit
  Every form submission is logged with timestamp, portal, and the human delegation chain.

• Identity per workflow
  Different ops workflows can run on isolated identities with clean separation.