Are Snippest and Prompt Templates Workbook-Specific or Shareable?

Hugo A. · 2024-09-25 22:23:54.574454+00

I am not sure if I missed this, but are snippest and prompt templates specific to a workbook or can they be shared across workspace?

Are Snippest and Prompt Templates Workbook-Specific or Shareable? | Clay

Bo (.
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Hey, thanks for reaching out - Could you clarify what do you mean by snippets? Prompt templates are not specific to a workbook but workspaces. Within the same workspace, you can reuse them across the same enrichments. Let me know if you need more clarification! 😊
Hugo A.
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Ok - Can you confirm if this is expected.
1.
I create an integration template for OpenAI in a workbook
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To reuse that template I have to
a.
go to new workbook
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pick a column
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select integration and the specific kind (generate text)
d.
then pick integration template?
Or am I supposed to find it in the integration top level template (because I only see "popular" in that list)
Bo (.
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Yes, that’s correct! 😊 The integration template will be available across workbooks and tables, as it’s tied to the specific enrichment (like ChatGPT’s “Generate Text”). So, once you save a template prompt within that specific integration, you’ll be able to reuse it in any table or workbook where you apply that same integration. Let me know if you need further clarification! 😊
Hugo A.
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Why not put that top level within the template list?
Bo (.
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Could you clarify? I'm not sure to understand here. If you would like to send me a loom that would be amazing :)
Hugo A.
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why can't I find my templates here in this menu (Add enrichment)
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Hugo A.
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Make a section called "Your templates"
Bo (.
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This is because it's for our enterprise clients only 🙂
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Hugo A.
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Is this a custom automation? All I did was adding chatgpt and customizing the prompt and saving it as a template?
Hugo A.
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What's the difference between this and the "enterprise" thing.
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Bo (.
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Hugo A.
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Got it - so that's for recipes - but my point is my templates still do not show in templates alongside "popular" templates.
Hugo A.
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I think there's room to clarify the terms here bc it's confusing to say "it's your template" when you're not enterprise, and when you're enterprise we call it a recipe and it's shared in a different spot.
Bo (.
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Gotcha - Yeah I totally understand your point. Thanks for this! We're always looking to make the product better and this feedback is super helpful for us. We're going to pass this over to our product team so they can better evaluate things and see if/where this might fit into the roadmap as a future improvement.
Channeled
APP
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We haven't heard back from you in a bit, so we're going to go ahead and close things out here - feel free to let us know if you still need something!

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