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Create a Prompt Template

Use Prompt Templates to create reusable prompts your team can apply quickly in chat and analysis workflows.

Prompt templates help standardize common requests so people do not need to rewrite the same instructions every time.

Before You Start​

  • You must have permission to edit teamspace settings.
  • Decide what repeated task the template should support before you create it.

Steps​

  1. Open Teamspace Settings > Chat with AI > Prompt Templates.
  2. Select Create.
  3. Name the template.
  4. Write the prompt the template should run.
  5. Optionally add category, icon, and availability settings.

When Should I Use Prompt Templates?​

  • When your team repeats the same prompt patterns across multiple chats or analyses.
  • When you want shared prompts to stay consistent across teammates.

Tips​

  • Start with the core prompt first, then refine category and presentation details.
  • Keep template names short enough that teammates can recognize them quickly.

Example​

This example creates a reusable executive recap template for summarizing highlights.

FAQ​

Q: What should I add first when creating a prompt template?​

Start with the name and the core prompt so the template is immediately understandable and usable by the rest of the team.