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Saving Prompts in the Prompt Library

Reuse your best prompts for proposals, BD, and compliance.

The Prompt Library keeps your best prompts in one place so you never retype them. This guide shows you how to save a prompt and reuse it across CLEATUS.

Before you start:

Have a prompt that keeps working well? Keep it handy so you can save it as your first library entry.

Build your library

1

Open the Prompt Library

Open Prompt Library from Automation in the sidebar to see your saved prompts.

The Prompt Library link highlighted under Automation in the sidebar
Prompt Library lives under Automation.
2

Create a prompt

Click Add Prompt, then give it a clear name and paste in the prompt text you want to reuse.

The Add Prompt card highlighted in the Prompt Library
Save it once, stop retyping it.
3

Organize by category

Group prompts by category, Pricing, Compliance, Solutioning/Technical, Bid/No-Bid, and Capture, and star the ones you reach for most.

The prompt category tabs highlighted above the library
Categories keep a growing library usable.
4

Reuse it anywhere

Search your library and pull saved prompts into the agent and the proposal writer instead of retyping them each time.

The prompt search bar highlighted in the Prompt Library
The right prompt is always a click away.

Tip:

Save your best-performing prompts so the whole team can reuse them.