Manage Saved Prompts for the AI Column

This article explains how to create, save, edit, and reuse prompts in TexAu.

What saved prompts are

Saved prompts are reusable instructions for the AI Column. When you write a prompt that works well, save it so you can apply it to any table without rewriting it. Saved prompts can reference column values using the {{column_name}} syntax.

Before you begin

You need at least one AI Column in a table. If you have not set one up yet, read the article on AI Column types first.

Create a saved prompt

You can save a prompt from the AI Column configuration or from the Prompts page in Settings.

From an AI Column

1. Open a table that has an AI Column.
2. Click the column header and select Edit column.
3. Enter your prompt in the Prompt field.
4. Click Save as prompt.
5. Enter a name for the prompt.
6. Click Save.

From Settings

1. Go to Settings > Prompts.
2. Click New prompt.
3. Enter a name for the prompt.
4. Type the prompt text. Use {{column_name}} to reference column values. For example:

   Summarize the LinkedIn headline for {{First Name}} {{Last Name}}. Keep it to one sentence.
   

5. Click Save.

Use a saved prompt in an AI Column

1. Open the table with the AI Column.
2. Click the column header and select Edit column.
3. Click Load prompt.
4. Select the saved prompt from the list.
5. Click Apply.

The prompt populates the prompt field. You can edit it before saving.

Edit a saved prompt

1. Go to Settings > Prompts.
2. Find the prompt and click Edit.
3. Make your changes.
4. Click Save.

Editing a saved prompt does not update columns that already use it. Columns save a copy of the prompt text at configuration time.

Delete a saved prompt

1. Go to Settings > Prompts.
2. Find the prompt and click Delete.
3. Confirm the deletion.

Deleting a prompt does not remove it from columns already using it. Those columns retain the prompt text in their configuration.

Prompt writing tips

• Be specific about format. "Return only the job title, no other text" gives more predictable output than "tell me the job title".
• Test on a small batch of rows before running on a full table.
• Include expected output format when the output column is used downstream. For example: "Return a JSON object with keys: seniority_level, department."
• Keep prompts concise. Shorter prompts are faster and cheaper to run.

Troubleshooting

The {{column_name}} placeholder is not populating. Check that the column name in the placeholder exactly matches the header in the table, including capitalization and spaces. Column names are case-sensitive in prompt templates.

Saved prompts are not appearing in the Load prompt list. Refresh the page. If the prompt was just created, it may take a moment to appear.

I cannot find the Prompts option. Prompts is located under Settings > Prompts (click the gear icon in the sidebar, then select the Prompts tab). AI Column features are available on specific plans. Check Settings > Billing to confirm your plan includes AI Column access.