> For the complete documentation index, see [llms.txt](https://docs.blockbrain.ai/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.blockbrain.ai/for-users/agents/ms-forms-agent.md). # MS Forms Agent Connect the MS Forms Agent to create Microsoft Forms and quizzes from a prompt, refine them in chat, collect responses, and download forms as Word documents ### What Can You Do? Once connected, the MS Forms Agent lets you: * **Build a Form from a Description**: Say what you need in plain language and get a complete draft form back, with questions, types, and options already worked out * **Build a Graded Quiz**: Ask for a quiz and get point values and a marked answer key, graded automatically by Microsoft Forms * **Use Your Own Material**: Ground a form or quiz in your knowledge bases so the questions come from your organization's own documents * **Refine Before Anything Is Created**: Change wording, add or remove questions, adjust options and points, all while the form is still just a draft in the chat * **Read and Summarize Responses**: Ask what people answered, and get themes and counts instead of a spreadsheet * **Download as Word**: Export any form, including one you have not created yet, as a Word document ### Quick Setup #### Step 1: Open the MS Forms Agent 1. In the left sidebar, find the **Agents** section 2. Click **"MS Forms Agent"**. If you do not see it, click **"See More"** to view the full list 3. The Agent Start Page opens, with a message box at the bottom #### Step 2: Connect to Microsoft Forms 1. Click **"Configure"**, then click the **"Connect"** button 2. Sign in with your Microsoft work account when prompted 3. Click **"Accept"** to allow Blockbrain to work with your forms #### Step 3: Start Building That's it. Describe the form you want and the agent drafts it for you. ### What You Can Ask #### Drafting a Form ``` "Create a feedback form for our customer training day" "Make a short survey about how people are finding the new intranet" "Build a form to collect travel requests, with a date and a cost estimate" ``` #### Building a Quiz ``` "Create a 5 question quiz on our information security policy, 10 points each" "Turn this into a graded quiz with the correct answers marked" "Make a knowledge check based on the onboarding documents in my knowledge base" ``` #### Finding and Updating Forms ``` "List my forms" "Add a comments question at the end of my training feedback form" "Change question 3 of my onboarding quiz to allow multiple answers" ``` #### Reading Responses ``` "How many people have responded to my training feedback form?" "Summarize the responses to my intranet survey" "What are the most common complaints in the feedback responses?" ``` #### Downloading as Word ``` "Export this form as a Word document" "Give me the quiz as a document I can print" ``` ### How It Works **Nothing Is Created Until You Say So** * The agent shows you a full draft in the chat first, as a numbered list of questions * You can change anything about it while it is still a draft * A real form is only created once you explicitly approve, for example by saying "create it" or "looks good" **The Form Belongs to You** * Forms are created in your own Microsoft Forms account, under your name * You get two links back: a **respondent link** to share, and an **edit link** that opens the form in Microsoft Forms for fine-tuning * Everything you can do in Microsoft Forms afterwards still works normally **Your Access = Blockbrain's Access** * Blockbrain can only see and change forms you can see and change * Your permissions stay exactly the same * All access is logged in your organization's audit trail ### Example Conversation **You:** "Create a short feedback form for our onboarding week" **Blockbrain:** "Here's a draft: **Onboarding Week Feedback** 1. How would you rate onboarding week overall? (rating, 5 levels, required) 2. Which sessions were most useful? (choice, multiple selection: Welcome, Systems setup, Team introductions, Product overview) 3. What would you change? (long text) Shall I create this?" **You:** "Add a question asking which team they joined, and make question 3 required" **Blockbrain:** "Updated: **Onboarding Week Feedback** 1. How would you rate onboarding week overall? (rating, 5 levels, required) 2. Which team did you join? (short text, required) 3. Which sessions were most useful? (choice, multiple selection: Welcome, Systems setup, Team introductions, Product overview) 4. What would you change? (long text, required) Shall I create this?" **You:** "Yes, create it" **Blockbrain:** "Created **Onboarding Week Feedback**. * Share with respondents: `https://forms.office.com/Pages/ResponsePage.aspx?id=...` * Edit in Microsoft Forms: `https://forms.office.com/Pages/DesignPageV2.aspx?...` Would you like this as a Word document too?" ### Tips for Better Results #### Say Who It Is For and Why **False:** "Make a form"\ **Correct:** "Make a form to collect session feedback from people who attended our onboarding week" #### Name the Question Types You Want **False:** "Ask about their experience"\ **Correct:** "Ask them to rate their experience out of 5, then a long text question for comments" #### Point at Your Own Material for a Quiz **False:** "Make a security quiz"\ **Correct:** "Make a 5 question quiz based on our information security policy in my knowledge base, 10 points per question" ### Troubleshooting **"The agent says it cannot build that question type"** * Ranking, Likert, Net Promoter Score, and file-upload questions are not available yet * The agent will suggest the closest thing it can build, usually a choice or rating question * You can always create the form, then add the unsupported question yourself using the edit link **"I asked for a quiz but the form is not graded"** * Quiz mode is set when the form is created and cannot be switched on afterwards * Ask the agent to create a new quiz instead * For a choice question to be graded it needs correct answers, not just points **"Points were rejected"** * Microsoft Forms only accepts whole numbers, from 0 to 100 * Ask for "10 points" rather than "2.5 points" **"I can't find the form that was created"** * Go to `https://forms.office.com` signed in with the same work account you connected * Use the edit link from the chat, which opens the form directly **"The connect card keeps appearing"** * Complete the Microsoft sign-in fully, including the **Accept** step * If it still appears, contact your IT team. The integration may need a configuration change **"It worked yesterday and now everything fails"** * Your authorization has most likely expired. Disconnect and reconnect the agent * If that does not help, check with your IT team that your account is still licensed for Microsoft Forms ### Privacy and Security * **Nothing Without Approval**: Blockbrain only creates or changes a form when you tell it to, never on its own * **Your Permissions**: Access is limited to what you can normally do in Microsoft Forms * **Your Forms Stay Yours**: Forms and responses live in Microsoft Forms. Blockbrain reads them on request and keeps no copy * **Temporary Downloads**: Word documents are served through a link that expires after one hour ### Common Use Cases **Surveys and Feedback** * Collect feedback after an event, training, or release * Run a short pulse survey and summarize the results in the same chat * Find the recurring themes across many free-text answers **Quizzes and Knowledge Checks** * Turn a policy document into a graded quiz * Build a recurring knowledge check for new joiners * Adjust points and correct answers by asking, rather than clicking through the editor **Working with Existing Forms** * Find a form you made months ago and check how many responses it has * Add a question to a form that is already collecting answers * Export a form to Word for review or sign-off before you share it ### Next Steps Want to connect more services? Try the [GitHub Agent](/for-users/agents/github-agent.md)to analyze the response data you collect in your own workbooks. --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter: ``` GET https://docs.blockbrain.ai/for-users/agents/ms-forms-agent.md?ask=&goal= ``` `ask` is the immediate question: it should be specific, self-contained, and written in natural language. `goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.