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Documentation Index

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Prompt templates let you save prompts you use often and reuse them in any conversation with Windy. Instead of retyping the same instructions every time, you can select a saved template and Windy will use it as context for your message. Prompt templates come in three visibility tiers: Personal prompts you create for yourself, Company prompts shared across your organization, and Global prompts curated by Windmill for common workflows like writing review feedback, preparing for 1:1s, or summarizing team updates. You can browse and select prompt templates from three places in the chat:
  • Slash icon — Click the slash icon in the chat input bar to open the full gallery
  • Browse prompts — Click Browse prompts in the recent prompts section at the top of a chat
  • Type ”/” — Type / in the chat input to open a quick-access dropdown with your recent and searched prompts. Select Browse prompts at the bottom to open the full gallery
When you select a prompt, it appears as a reference chip in your chat input. Send your message and Windy will use that prompt as context for the conversation. The prompt gallery shows all available templates in a card layout. Each card displays the prompt name and description. The prompt gallery showing template cards with search and tag filters

Search and filter

Use the search bar at the top of the gallery to find prompts by name or content. If your admin has organized prompts with tags, use the tag filters in the left sidebar to narrow results.

Recent prompts

Your most recently used prompts appear below the message input, so your go-to templates are always one click away.

Creating a prompt template

1

Go to Settings > Prompts > My prompts

Navigate to Settings > Prompts in the Windmill Dashboard.
2

Click Create prompt

Click the Create prompt button to open the prompt editor.
3

Add a name and prompt body

Give your template a descriptive name (up to 255 characters) and write the prompt body. The body can be up to 50,000 characters—enough for detailed, multi-part instructions.
4

Save your prompt

Click Save to add the template to your personal library. It’ll be available in the gallery right away.
You can also create prompts directly from the gallery by clicking Create new prompt without leaving your conversation.

Company-visible prompts

Company prompts are templates created by your team that everyone in your organization can use. They appear in the prompt gallery alongside your personal and global prompts, but only HR Admins (and above) can create or edit them. When creating or editing a prompt, you’ll see a Visibility picker with three options:
  • Personal — only you can see this prompt
  • Company — everyone in your organization can use this prompt (HR Admin only)
  • Global — Windmill-curated, available to all customers (read-only)
If you’re a Team Member, you’ll only see Personal as an option.

Using global prompts

Global prompts are templates managed by Windmill and available to everyone. You’ll find them under the Global tab in Settings > Prompts or alongside your personal prompts in the gallery. Global prompts are read-only, but you can fork any global prompt into your personal library to customize it for your needs.

Forking a global prompt

1

Open a global prompt

Find a global prompt in the gallery or the Global tab and click to open it.
2

Edit and save

Make any changes you’d like to the name or body, then save. This creates a personal copy in your library—the original global prompt stays unchanged.

Managing your prompts

Editing a prompt

Open Settings > Prompts > My prompts, click on a prompt, and make your changes. Your edits are saved immediately.

Archiving a prompt

If you no longer need a prompt, open the dropdown menu on the prompt row and select Archive. Archived prompts won’t appear in the gallery but can be restored later.

Restoring an archived prompt

In the My prompts tab, filter by Archived status to view archived prompts. Open the dropdown menu on the prompt you’d like to restore and select Unarchive.

FAQs

Personal prompts are ones you create and manage yourself. Company prompts are created by HR Admins (or above) and shared across everyone in your organization. Global prompts are curated by Windmill and available to all customers. You can fork a global prompt to create your own editable copy.
Only HR Admins (and above) can create or edit prompts with Company visibility. Team Members can create Personal prompts and use any Company or Global prompts already published.
Archiving a prompt removes it from the gallery and your active list. There is no permanent delete—you can always restore an archived prompt if you need it again.
When you select a prompt from the gallery or dropdown, it appears as a reference chip in your chat input. Windy uses the prompt’s content as context when responding to your message.
Yes—you can select multiple prompt templates as references in a single message.