Before we begin, do you know how Templi works? This basic guide will give you all the context you need!
When creating a template in Templi, the most basic AI tool available is prompts. In this guide, we’ll break down what prompts are, how they work, when to use them, and even explore some advanced features for setting up your prompts.
Let’s dig in!
1. Understanding Prompts
Prompts are simply instructions for Templi to insert specific content into your report. They appear highlighted in purple, like this:
To create a prompt, all you need to do is write an instruction using natural language.
Here are some examples:
Insert the client’s name
Add a paragraph with the client’s objectives
Write two paragraphs summarizing the last meeting held with the advisor
Insert today’s date
As you can see, you can instruct Templi to generate any content you need.
2. How to Write a Prompt
Step 1: Write the Instruction
Simply type your instruction into the template, like this:
Step 2: Highlight the Instruction
Next, highlight the entire instruction, like this:
Step 3: Convert It into a Prompt
Finally, click “Convert to Prompt”:
That’s it! Now, the highlighted text is a prompt, and whenever you use this template to create a report, Templi will insert the corresponding content.
Pro-tip: You can also use the command "CMD+Enter" (MacOS) or "Ctrl+Enter" (Windows).
3. Prompt Settings
When you click on a prompt, you’ll see a small “Settings” box.
Here, you can do two things:
Hide if missing
Add examples
Let’s go over how these two functions work.
Hide if Missing
Click on Settings, and under the General tab, you’ll find the “Hide if missing?” option:
This feature ensures that the instruction is hidden if the relevant information is missing. It’s especially useful when handling different scenarios.
For example, imagine you have these two prompts:
"Insert the client's Address Line 1"
"Insert the client's Address Line 2"
Not every client has a Line 2 in their address, meaning Templi won’t be able to find it. Instead of manually deleting the extra address line after Templi generates the report, you can instruct Templi to hide it if the client doesn’t have one.
Like this:
Add Examples
For more complex instructions or prompts, you might want to provide examples to help Templi generate better responses. This is a common best practice when working with AI (like ChatGPT). Adding examples increases the likelihood of getting the response you want.
Let’s look at a case where the instruction depends on whether the client has a Will:
For the second prompt in this section, we want Templi to generate a specific paragraph following a set structure. This is a great use case for adding examples.
Here’s how to do it:
Go to Settings and click on the "Examples" tab.
Click "Add Example" and enter the example in the text box.
Click "Save."
Like this:
Now, Templi has both an instruction and an example to follow, improving the accuracy of its response.
Note: Examples are literally examples. They are meant to serve as guides, not fixed answers. Think about the different possible responses and how you would typically format them.
For example:
If your prompt says "Insert today’s date", you can add an example like "27th March, 2025". This helps Templi understand the expected format and ensures consistency in your reports.
4. Prompt Restrictions
Yes, Prompts are incredibly powerful and can enhance your templates in many ways. However, there are a few limitations you should be aware of to avoid trying something that Prompts can’t do.
Let’s break it down:
Where Does My Prompt Get Information From?
Short answer: Prompts pull information from Facts, which are extracted from the Client Files.
Important: Templi cannot pull data from other parts of your template.
This means that any instruction referring to another section of your report will not work. For example:
🚫 "Use the table above to calculate the total..."
🚫 "Copy the structure of the following section..."
🚫 "Use the information from the first table to write..."
Prompts can only process the instruction inside the purple highlight—nothing else from your template or report.
Why Isn’t My Prompt Doing What I Want?
Since Prompts only process the text inside the purple highlight, they cannot modify other parts of the template.
This means that any instruction that tries to affect content outside the prompt will fail. Examples of what won’t work:
🚫 "Copy the text above if..."
🚫 "Duplicate the table below for each time..."
🚫 "Delete the image below if..."
Prompts strictly modify only the text inside their own highlighted area.