Working with AI: Custom Prompts for ChatGPT and Claude

Esteban L.

is it possible to work with AI step, using ChatGTP or Claude, but specify the prompt for an specific space/bot/agent ?

5 comments

Channeled
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Yes, it's possible to work with AI using specific models and customize prompts in Clay. We offer integration with various AI models, including OpenAI's ChatGPT. When using the AI integration, you can select the model you want to use for your action. To specify a prompt, you have two options: 1. Write your own prompt manually in the "Prompt" field. 2. Use the "Help me" feature to generate a prompt automatically based on your task description. You can customize these prompts for specific use cases or workflows. If you need inspiration, you can browse templates for pre-configured setups or use the AI Metaprompter to help create tailored prompts. Remember, we refer to the AI feature as "Use AI" in Clay.
Sources: Use AI integration overview | Documentation | Clay University ChatGPT: Generate text with OpenAI/GPT Use AI integration overview | Documentation | Clay University
Bo (.
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Hey, Got it — yes, that’s possible. If you want to run different prompts using specific models like ChatGPT or Claude based on row data, here’s how to set it up: 1. Add a column that specifies which model to use (e.g. “ChatGPT” or “Claude”). 2. Add another column for the custom prompt. 3. Create two separate AI enrichments — one for each model. 4. Set run conditions so each enrichment only runs when the model column matches the respective provider. 5. In the prompt input, use the dynamic value from the prompt column (e.g. /your_prompt_column). This way, each row uses the correct model and prompt automatically. Let me know if you’d like help setting it up!
Esteban L.
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Thanks! But. No, I mean, when you create within the AI tool a space, or bot, folder with pdf and docs and the you want THAT to process the prompt at Clay
Bo (.
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Got it—if you’ve got a PDF or doc outside of Clay and want to process it in a prompt, you can use its public URL. As long as the file is publicly accessible, you can feed that link into your AI in Clay, and it’ll be able to pull and work with the content from that page.
Channeled
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