Custom Prompts

Last updated November 9, 2025Published November 4, 2025

Create custom prompts when the built-in ones don’t match your KPIs, clients, or tone.

When to Build One

  • You repeat the same question every week (“Executive Report for Client X”).
  • You track KPIs that aren’t in the default prompts.
  • You want AI answers to follow a specific format (bullet summary, table, recommendations).

Quick Creation Flow

  1. Go to Prompts → Custom → New Prompt.
  2. Give it a clear name (“Weekly B2B Dashboard”).
  3. Describe exactly what the AI should include (metrics, date range, comparisons, tone).
  4. Save and share with the workspace.

Custom prompts are private to your workspace. Anyone can run them; Admins/Owners can edit or delete.

Best Practices

  • Keep instructions short and specific; call out the brand or connector if needed.
  • Note any required MCP servers in the description so teammates know what to toggle on.
  • Version prompts instead of overwriting so you can revert (“Client Report v1, v2”).