This feature is available on an Enterprise (Automation) plan.
What are Smart Values?
"Copy smart value" is an Agent Action that automatically extracts information from a page to use in your process. This enables you to capture and reuse data from webpages in your workflows.
Each extracted smart value becomes a variable, which can then be validated, reused, and optionally confirmed by a human during auto-play.
When should I use it?
Think about a situation where you're currently manually copying and pasting information from one page to another page — like from an email, a support ticket, or a vendor profile. Instead of doing it yourself manually, you can let Tango do it!
How do I write a good prompt?
Tip 1: Identify the data point
State the information you need, specifying what details matter most, like specific words or themes.
E.g. Rate the urgency of this request on a scale of 1–10. Consider the stated deadline, business impact, number of people affected, and whether a workaround exists.
Tip 2: Describe preferred formatting
Tango can transform the information to your team's unique preferences. Ask for a list, short summary, or a custom transformation.
E.g. Provide a 1–2 sentence explanation for the score—be direct, specific, and insight-driven. Keep under 255 characters.
Tip 3: Include fallback values
Ensure values are useful by defining what should be returned if the info is not available.
E.g. If no due date is mentioned, default to a placeholder date that is 30 days from today.
💡Templates
We've pre-built some prompts for you to easily get started with extracting smart values:
Budget
Close Date
Pain Points
Use Cases
Next Steps
Key Takeaways
Follow-up Note
Follow-up Email
Deal Quality Score
Chosen Package
Quantity
Handoff Notes
You can also write your own prompt to extract any information your process needs.
How to use Smart Values and Templates
1. Open up any webpage and click Start capture
2. Click on AI automation
3. Click on Agent Action
4. Click Extract info on this page
5. Click see tips and templates
6. Click on Templates
7. Choose a template
8. Click on Extract to extract the Smart Value
9. Click on Save to save the Smart Value
