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Can my robot fill out a form or perform an action before extracting data?

Yes, robots can fill forms and perform actions like clicking buttons, entering text, and navigating pages before extracting any data. This allows you to access filtered results, search-specific data, and navigate through multi-step processes.

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Written by Melissa Shires
Updated today

How form filling and actions work

Your robot learns every action you perform during the training process a records it as either an input parameter, or fixed action.

πŸ“– What are input parameters?

Input parameters are variables that make your robot flexible and reusable. When you type text into form fields during training, Browse AI automatically converts these into parameters that you can change each time you run the robot - without retraining.

Think of them as fill-in-the-blanks: Train once with "laptop" in a search box, then run the same robot searching for "tablet", "phone", or any other term.

Action type

What robot learns

Recorded as

Text input fields

Text you type

✏️ Input parameter

Search boxes

Search query

✏️ Input parameter

Buttons/links

Click location

☝️ Fixed action

Drop downs

Selected option

☝️ Fixed action

Checkboxes

Checked state

☝️ Fixed action

Radio buttons

Selected option

☝️ Fixed action

Navigation

Click sequence

☝️ Fixed action

How to train your robot to fill forms or complete actions

To train your robot how to fill forms, and complete actions simply point, click, type and navigate to record those actions.

  1. Start recording in Robot Studio and navigate to the form.

  2. Fill out the form naturally

    • Click into each field

    • Type your text (don't paste)

    • Select dropdowns/checkboxes as needed

  3. Submit the form

    • Click the submit/search button

    • Wait for results to load completely

    • Don't rush - let the page finish loading

  4. Extract your data

    • Extract the data you need including list, text, or screenshot

    • The form inputs become parameters automatically

Tips

DO:

  • βœ… Type text naturally (creates parameters)

  • βœ… Wait for pages to load between actions

  • βœ… Fill required fields in order

  • βœ… Complete the full process you want repeated

DON'T:

  • ❌ Paste text

  • ❌ Use browser autofill

  • ❌ Skip required fields

  • ❌ Navigate away mid-form

Training sequence examples

Simple search:

  1. Load page β†’ Type search term β†’ Click search β†’ Extract results

Multi-field form:

  1. Load page β†’ Fill field 1 β†’ Fill field 2 β†’ Select dropdown β†’ Click submit β†’ Extract results

Multi-page form:

  1. Page 1: Fill fields β†’ Click "Next"

  2. Page 2: Fill more fields β†’ Click "Next"

  3. Page 3: Review β†’ Click "Submit" β†’ Extract results

What happens to your inputs

After training, Browse AI identifies

Your action

What Browse AI creates

Typed "laptop" in search

Parameter: search = "laptop"

Entered "2024-01-01" in date field

Parameter: date = "2024-01-01"

Selected "Electronics" from dropdown

Fixed action: Always selects "Electronics"

Clicked "Search" button

Fixed action: Always clicks same button

πŸ’‘ You can change the text parameters later, but dropdown selections and button clicks remain fixed.

Common use cases

Search and filter before extraction

Example - extract job listings for specific roles from a job board website.

  1. Enter "Software Engineer" in search field

  2. Click search button

  3. Extract the filtered results (as a list)

  4. Finish and approve your robot

πŸ’‘ In this example, "Software Engineer" becomes an input parameter. Once you approve your robot, you can re-run the robot with other inputs ("Data Scientist", "Product Manager", etc.) to extract those results.

This can be done in the robot dashboard individually, or you can upload a list of parameters to extract data from thousands of parameters.

Multi-step forms

Example - extract shipping rates and pricing for different destinations.

  1. Fill origin address fields

  2. Fill destination address fields

  3. Enter package dimensions

  4. Click "Calculate"

  5. Extract the rates

Date range filtering

Example - extract data tables for specific periods.

  1. Click date picker

  2. Enter start date

  3. Enter end date

  4. Click "Apply Filter"

  5. Extract filtered data

Working with different form types

Simple search forms

Train the robot by entering a search term and clicking to execute the search.

Training: Search for "laptop" 

Parameters: searchTerm = "laptop"
Can change to: "tablet", "phone", "monitor"

Advanced search forms

Fill out the fields as you would naturally. The robot will automatically record and capture each field action.

Training fills: 
- Category: "Electronics" (dropdown - fixed)
- Price Min: "100" (text - parameter)
- Price Max: "500" (text - parameter)
- Brand: [text field] "Samsung" (text - parameter)

πŸ’‘ If you need different dropdown options, create separate robots.

Sequential forms

For forms that span multiple pages, navigate and fill the forms as you would naturally.

  1. Fill page 1 fields β†’ Click "Next"

  2. Fill page 2 fields β†’ Click "Next"

  3. Fill page 3 fields β†’ Click "Submit"

  4. Extract results

  5. All text inputs across pages become parameters

Get alerted to new search results by setting up monitors with form parameters

Create a monitor so that you can:

  • Get alerted for when results change

  • Keeps your data up to date

  • Creates a historical database of all results

To create a monitor, navigate to your robot and click on the Monitor tab and click 'Create monitor'. You'll be able to select the input parameter, how often you want the robot to check for changes, and alert preferencs.

πŸ’‘ You can create different monitors for different input parameters. Each monitor runs the same robot with different parameters automatically.

Extract from up to 50,000 input parameters at once

You can upload a CSV of up to 50,000 input parameters to automatically extract results. Go to Tables and select 'Import CSV'.

Integrate with automation tools

Form parameters work with integrations, Webhooks, and API.

Zapier example:

  • Trigger: New row in Google Sheets

  • Action: Run Browse AI robot

  • Pass row data as form parameters

  • Each row triggers a search with different terms

API example:

{   "searchTerm": "artificial intelligence",   "dateFrom": "2024-01-01",   "dateTo": "2024-12-31",   "location": "remote" }

Troubleshooting

Form doesn't submit

Issues:

  • Missing required fields

  • Validation errors

  • CAPTCHA appearing

Solutions:

Parameters don't appear

Issue:

  • Expected parameters missing after training

Check:

  • Did you type in the fields (not paste)?

  • Are they text inputs (not dropdowns)?

  • Did robot training complete successfully?

Different results with different parameters

Issue: Some searches return different layouts

Solutions:

  • Train with the most common result type

  • Ensure extraction handles empty results

  • Consider separate robots for different sections

Form resets or clears

Issue: Form clears before submission

Solutions:

  • Fill fields in the order the site expects

  • Don't navigate away during form filling

  • Check for JavaScript validation

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