Overview
This guide demonstrates how to use Smooth to fill in complex, multi-step forms. You’ll learn how to structure the task prompt for these tasks.1
Write the task instruction
Write detailed instructions that tell the agent exactly what to do. The best practice for form filling is to structure the prompt in 3 parts:
- The goal
- All information needed to fill-in the form
- The expected output
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2
Run the task
Run the task with a higher number of steps.
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3
Done!
The agent will adapt to the form’s structure, whether it’s a single long page or multiple sequential steps, and handle dynamic fields that appear based on previous selections.
Key Benefits
- Dynamic Adaptation: Agent handles forms that change based on user input
- Multi-Step Navigation: Seamlessly moves through complex form sequences
- Error Recovery: Can handle validation errors and retry with corrected information
Best Practices
- Give Clear Default Instructions: Specify how to handle missing information scenarios
- Set Adequate Step Limits: Multi-step forms often require more steps than simple tasks
- Include Guidance: If needed, tell the agent how to handle common pitfalls
Common Use Cases
You can use this approach for automating a variety of tasks, such as:- Transfering data across systems
- Getting quotes
- Submitting forms
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