Three intelligent ways to configure your workflow fields
When you add any action, you'll see fields to configure. Unlike other automation platforms, UnicornSurf gives you three intelligent ways to fill each field, making your workflows both powerful and flexible.
Let your agent intelligently determine the best value based on all previous data
Auto mode is UnicornSurf's intelligent field completion system. It analyzes all previous steps in your workflow and automatically determines the most appropriate value for each field.
Give natural language instructions for dynamic content generation
AI Prompt mode allows you to give natural language instructions for dynamic content generation. Perfect for creating personalized responses, summaries, and complex content.
Enter exact values or reference specific data from previous steps
Set Manually mode gives you complete control over field values. Enter exact values, reference specific data from previous steps, or combine static text with dynamic references.
Each mode serves different purposes and choosing the right one makes your workflows more efficient and reliable.
Auto mode is UnicornSurf's intelligent field completion system. It analyzes all previous steps in your workflow and automatically determines the most appropriate value for each field.
When set to Auto, your agent:
Auto mode excels in scenarios where:
AI Prompt mode allows you to give natural language instructions for dynamic content generation. Perfect for creating personalized responses, summaries, and complex content.
Prompt:
Write a professional email thanking [Form: Name] for their interest in [Form: Product] and include our pricing information.Result:
Thank you John for your interest in our Premium Plan. Our pricing starts at $99/month...
Prompt:
Summarize the key points from [Search: Results] in 2-3 sentences for [Form: Recipient].Result:
Based on our research, the main findings show significant growth in Q3...
Prompt:
Create a welcome message for [Form: Company] based on their industry [Form: Industry] and size [Form: EmployeeCount].Result:
Welcome to UnicornSurf! As a growing tech company with 50+ employees...
Set Manually mode gives you complete control over field values. Enter exact values, reference specific data from previous steps, or combine static text with dynamic references.
The field configuration dropdown gives you instant access to ALL data from previous steps - forms, API responses, search results, and more. This powerful feature lets you connect any piece of information across your workflow.
Enter exact values that never change
support@unicornsurf.aiReference data from previous steps
Order #[Form: ID] - Thank you for your purchase!Mix static text with data references
Hello [Form: Name], your order #[Form: OrderID] has been processed.References behave differently in each mode:
| Mode | Reference Behavior | Example |
|---|---|---|
| Auto | Considers all context | UnicornSurf intelligently uses available data |
| AI Prompt | Part of instructions | Summarize [Search: Results] → AI summary |
| Set Manually | Exact value insertion | Order #[Form: ID] → Order #12345 |
When unsure, try Auto first. Your agent often correctly infers what you need, saving configuration time.
Instead of "write an email", use "write a 3-paragraph follow-up email thanking them for [Meeting: Topic] and proposing next steps"
Use the test panel to see how each mode handles your actual data before going live.
Use Set Manually for email addresses, AI Prompt for subject/body, and Auto for updating your CRM.
Master these related concepts to build even more powerful workflows:
Explore all available actions and their field requirements
Write better AI prompts for dynamic content generation
Test your field configurations with real data
Combine field references with knowledge base searches