Using the Prompt Library

The Prompt Library allows you to create reusable prompt templates that can be attached to agents or individual messages. This ensures consistency in output formatting, brand voice, compliance requirements, and quality standards across all your workflows.

What is the Prompt Library?

The Prompt Library is a collection of saved prompt snippets that provide additional instructions to your agents. Instead of repeating the same instructions in every workflow or message, you create them once and reuse them anywhere.

Common Use Cases

Output Formatting:

"Format all responses in markdown with headers and bullet points"
"Always include a TL;DR summary at the beginning"
"Structure reports with sections: Executive Summary, Findings, Recommendations"

Brand Voice & Tone:

"Use a professional but friendly tone suitable for B2B communication"
"Write in the voice of our brand: approachable, innovative, trustworthy"
"Avoid jargon and write at an 8th-grade reading level"

Compliance & Legal:

"Include standard medical disclaimers in all health-related content"
"Ensure GDPR compliance by avoiding PII references"
"Add copyright notice: © 2024 Company Name. All rights reserved."

Quality Standards:

"Fact-check all statistics and include source URLs"
"Proofread for grammar and spelling before outputting"
"Ensure accessibility: use alt text descriptions for images"

Style Guidelines:

"Follow AP Style for dates, numbers, and abbreviations"
"Use Oxford commas in all lists"
"Capitalize job titles when preceding names"

Creating Prompts

Accessing the Prompt Library

You can access prompts when:

Creating or editing a workflow - Attach prompts to individual agents
Sending a message - Attach prompts to specific messages
Scheduling a workflow - Include prompts in scheduled tasks

Prompt Categories

Organize your prompts using these categories:

Output - Formatting and structure instructions
Tone - Voice and style guidelines
Style - Writing conventions and grammar rules
Format - Document layout and organization
Analysis - Research and analytical frameworks
Creative - Creative writing guidelines
Business - Business communication standards
Technical - Technical documentation standards

Creating a New Prompt

Click the Add Prompts button (appears when attaching prompts to an agent or message)
In the Prompt Library modal, click Create New Prompt
Fill in the prompt details:
- Title: Descriptive name (e.g., "Professional Email Tone")
- Category: Select from dropdown (e.g., "Tone")
- Content: The actual prompt instructions
Click Save

Example Prompt:

Title: Markdown Report Format
Category: Format
Content:
Structure all reports using the following format:

# Executive Summary
[3-5 sentence overview]

## Key Findings
- [Bullet point 1]
- [Bullet point 2]
- [Bullet point 3]

## Detailed Analysis
[In-depth discussion with subheadings as needed]

## Recommendations
1. [Action item 1]
2. [Action item 2]

## Sources
[List all sources with URLs]

Attaching Prompts to Agents

During Workflow Creation/Editing

Navigate to your workflow editor
Expand the agent configuration you want to enhance
Scroll to the Prompts section
Click the Add prompts button (purple icon)
The Prompt Library modal opens showing all your saved prompts
Browse or search for prompts by:
- Category (dropdown filter)
- Search (text search in title/content)
Click on a prompt to select it (check mark appears)
Select multiple prompts if needed
Click Attach Selected to add them to the agent
Save your workflow

Result: Every time this agent executes, it will receive these prompt instructions in addition to its main role and instructions.

During Message Submission

In the workflow chat interface, type your message
Click the Attach Prompts icon (if available in the message input bar)
Select prompts from the library
Send your message with attached prompts

Result: The prompts are included with this specific message only, not permanently attached to the workflow.

Attaching Prompts to Scheduled Workflows

When creating a scheduled workflow:

Fill in the workflow, prompt, days, and time as normal
In the Prompts section, click Attach Prompts
Select prompts from the library
Save the schedule

Result: Every scheduled execution will include these prompt instructions.

Managing Prompts in the Library

Viewing Your Prompts

In the Prompt Library modal:

All prompts are displayed as cards showing title and category
Filter by category using the dropdown at the top
Search by typing in the search box (searches title and content)
Sort alphabetically or by date created

Editing a Prompt

Find the prompt in the library
Click the Edit icon (pencil)
Modify the title, category, or content
Click Save

Important: Editing a prompt updates it everywhere it's used. This is powerful for maintaining consistency but requires care.

Deleting a Prompt

Find the prompt in the library
Click the Delete icon (trash can)
Confirm deletion

Warning: Deleted prompts are removed from all agents and workflows using them. Consider editing instead of deleting if you need to preserve prompt attachments.

Copying a Prompt

To create a variation of an existing prompt:

Create a new prompt
Copy the content from the existing prompt
Make your modifications
Save with a new title

Viewing Attached Prompts

In Workflow Editor

When viewing an agent configuration:

Attached prompts appear in the Prompts section
Each shows as a purple badge with the prompt title
Click the X on a badge to remove that prompt from the agent

In Scheduled Workflows

When viewing a scheduled workflow:

Attached prompts are listed in the schedule details
Manage them by editing the schedule

Best Practices

Prompt Design

Be Specific:

✅ "Use exactly 3 bullet points per section"
❌ "Use a reasonable number of bullet points"

Use Examples:

Format dates as: January 15, 2024 (never 1/15/24 or 01-15-2024)

Make Them Modular:

Create small, focused prompts for one purpose each
Combine multiple prompts for complex requirements
Avoid creating one giant prompt that does everything

Use Clear Headings:

## Output Format
[formatting instructions]

## Tone Guidelines
[tone instructions]

## Quality Checks
[verification steps]

Organization

Naming Conventions:

Use descriptive titles: "B2B Email Tone" not "Tone 1"
Include scope: "Social Media Post - Instagram" vs "Social Media"
Add version if iterating: "Report Format v2"

Category Usage:

Always assign a category for easy filtering
Use "Output" for formatting instructions
Use "Tone" for voice and style
Use "Business" for process-related instructions

Keep It DRY (Don't Repeat Yourself):

If multiple agents need the same instruction, make it a shared prompt
Update once, applies everywhere

Combining Prompts

Layered Approach:

Output Format Prompt: Structure and layout
Tone Prompt: Voice and style
Compliance Prompt: Legal/regulatory requirements
Quality Prompt: Verification checklist

Example - Email Campaign Agent:

Prompt 1: "Email Marketing Format" (Output category)
Prompt 2: "Friendly B2C Tone" (Tone category)
Prompt 3: "CAN-SPAM Compliance" (Business category)
Prompt 4: "Link Checker" (Technical category)

Testing

Validate Prompts:

Create the prompt in the library
Attach to a test workflow
Run sample tasks to verify behavior
Refine based on results
Deploy to production workflows

Version Control:

When making major changes, create a new prompt (v2) instead of editing
Test the new version before replacing the old one
Keep notes on what changed and why

Common Patterns

Output Templates

Title: Blog Post Structure
Category: Format
Content:
Structure all blog posts as follows:

**Title**: [Catchy, SEO-friendly headline]

**Meta Description**: [150-160 characters]

**Introduction** (2-3 paragraphs):
- Hook the reader
- State the problem
- Preview the solution

**Body** (3-5 sections with H2 headers):
- Each section should be 200-300 words
- Include examples or data points
- Use subheadings (H3) for complex sections

**Conclusion** (1-2 paragraphs):
- Summarize key points
- Call to action

**SEO Requirements**:
- Include focus keyword in title, first paragraph, and one H2
- Add 2-3 internal links
- Add 1-2 external authoritative links

Brand Voice

Title: Tech Company Voice
Category: Tone
Content:
Write in our brand voice:
- **Innovative but accessible**: Explain complex tech simply
- **Confident but humble**: We're experts who keep learning
- **Professional but personable**: Friendly without being casual
- **Data-driven but human**: Facts matter, people matter more

Avoid:
- Buzzwords and hype (e.g., "revolutionary", "game-changing")
- Excessive exclamation points
- ALL CAPS for emphasis
- Emoji in business communications

Use:
- Active voice over passive
- Short paragraphs (2-3 sentences)
- Concrete examples over abstractions
- "You" and "your" to address the reader

Quality Assurance

Title: Pre-Publication Checklist
Category: Technical
Content:
Before finalizing any output, verify:

**Accuracy**:
☐ All facts are current and sourced
☐ Statistics include source URLs
☐ Product features match current documentation
☐ Contact information is up to date

**Formatting**:
☐ Markdown syntax is correct
☐ Links are properly formatted and functional
☐ Images have alt text
☐ Lists are properly formatted

**Language**:
☐ Spelling and grammar are correct
☐ Tone matches brand guidelines
☐ Technical terms are used correctly
☐ No placeholder text remains

**Compliance**:
☐ Necessary disclaimers are included
☐ Copyright notices are present
☐ Privacy considerations addressed
☐ Regulatory requirements met