Save Custom Prompt Templates
Overview
Save your most frequently used Magic Prompts as templates to save time and ensure consistency. This feature allows you to quickly access and apply pre-defined prompts, streamlining your workflow and making it easier to generate consistent outputs.
By creating templates, you eliminate the need to retype complex instructions or remember specific variable formats. This is especially useful for recurring tasks like generating meeting summaries, conducting SWOT analyses, or drafting specific types of reports.
How It Works
You can create "Assistant Templates" within the Magic Prompts menu. These templates can include dynamic variables such as ##{{transcript}} or ##{{date}}, which will be automatically populated when the template is used.
Getting Started
To access this feature, go to Account Preferences > Assistant Templates in your profile.
Step-by-Step Guide
Navigate: Go to Account Preferences > Assistant Templates.
Create New: Click New Template.
Define: Give your template a name (e.g., "SWOT Analysis") and enter your system prompt instructions.
Save: Click the save button to store your template.
Apply: The next time you run a prompt on a file, you can select your saved template from the list instead of typing it from scratch.
Related Prompts/Features
Magic Prompts
Meeting Assistant
Pro Tips
Share your custom templates with your team to ensure everyone uses the same standardized format for tasks like meeting summaries.
Troubleshooting
Template Missing: If you cannot find a template you created, check if it was saved in a different Workspace (e.g., Personal vs. Team).
Next Steps
Ready to streamline your workflow? Here's what to do next:
Login to your account and navigate to Prompts or Meeting Assistant > Templates.
Create your first template for a recurring task.
Experiment with variables like
##{{transcript}}to see how they work.
Need help? Contact our support team or check out our other guides.