magnifying-glass-chartAdvanced Prompt Chaining Guide

Advanced Best Practices for Prompt Chaining in SmartForms

SmartForms support prompt chaining for multi-step AI workflows. Each step builds on earlier results. This improves structure and consistency.

Example workflow:

  • Generate a customer avatar.

  • Draft a value proposition.

  • Convert it into an email sequence.


How prompt chaining works

When a SmartForm has Prompt Instructions, it runs one model call. That call uses mapped form fields and any backend data sources.

You can add more prompt steps. Each step runs as a separate API call. Each step produces its own output.

Later steps can:

  • Reuse earlier outputs with @step_1, @step_2, and so on.

  • Run a new task with different instructions and context.


Reference earlier steps with @step_x

Use @step_1, @step_2, and so on inside later instructions. Treat each reference as raw text from the earlier output.

Example
Write a cold email introducing the new offer.
Use the customer avatar below.

Customer avatar:
@step_1

Best practices:

  • Add a label before the reference.

  • State what the referenced content represents.

  • Specify the output format you want.

Avoid vague instructions like:

Prefer explicit instructions like:


Prompt chaining design patterns

Define clear stages

Split the workflow into small steps. Keep each step focused.

Common staging:

  • Step 1: Generate core data (avatar, outline, research summary).

  • Step 2: Generate the primary asset (copy, plan, script).

  • Step 3: Refine and format (tone, structure, length).

  • Step 4: Repurpose (emails, ads, bullets, slides).

Make each step self-contained

Do not assume the model remembers your intent. Restate the goal of the step. Explain what the referenced content contains.

Example:

Reuse SmartForm fields in later steps

You can mix @step_x outputs with mapped fields like @q1answer.


Token, cost, and timeout considerations

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Practical guidance:

  • Use GPT-5.2 for deeper reasoning and better formatting.

  • Keep step outputs short when they will be reused downstream.

  • Avoid repeating large backend content in every step.

  • Avoid stacking web browsing, scraping, and large multi-step chains.

Common symptoms of oversized chains:

  • Truncated outputs.

  • A step failing mid-run.

  • The full SmartForm timing out.


Data source considerations

Backend data sources can be expensive in tokens. Referencing them in many steps increases usage.

Recommended pattern:

  • Inject the data source in step 1.

  • Summarize or extract what you need.

  • Pass the summary downstream via @step_1.


Checklist

  • Break the workflow into clear steps.

  • Add context labels before @step_x references.

  • Keep reusable step outputs concise.

  • Pick a model that matches your token needs.

  • Avoid re-ingesting large data sources across steps.

  • Test each step before publishing the SmartForm.

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