Create reusable Prompt Templates

Prompt Templates save instructions you use repeatedly. A template can be a fixed prompt, or it can present a small form for details that change each time—such as source text, audience, format, or an attached file.

Unlike a Skill, a Prompt Template does not add a workflow package or local actions. It turns your saved instruction and the values you enter into an ordinary message for the current chat.

Create a Prompt Template

1. Open Prompt Templates

   Select Prompt Templates in the Bearly sidebar.

2. Describe the recurring task

   If this is your first template, select Create Prompt Template. Otherwise, select New Prompt.

   In AI Prompt Builder, answer What would you like to create? Describe the desired result and the information that should change each time, or choose one of the Popular Ideas as a starting point. Then select Create Prompt.

3. Review the generated template

   Bearly opens the new template. Under Basic Information, refine its Template Name and Description. Under Template Design, review Your Template and the Live Preview.

4. Add or adjust fill-in fields

   In Your Template, wrap a field name in double braces wherever a value should be supplied later. For example:

   Summarize {{ meeting notes }} for {{ audience }}. End with {{ next step format }}.

   Bearly creates one form field for each unique name. A template can also contain no fields when the instruction should be exactly the same every time.

5. Configure each field

   Under Field Configuration, open a field and choose what the person using the template will see:

   • Helper Text explains what belongs in the field.
   • Short Answer provides a compact input; Paragraph provides room for longer material.
   • Allow File Uploads adds an attachment control to that field.

Bearly saves changes as you edit; there is no separate save button. The Live Preview shows how the form will appear in chat.

Tip

Name fields by the information they need—{{ source text }}, {{ audience }}, or {{ output format }}—rather than vague names such as {{ input }}. Clear fields make a template easier to reuse months later.

Use a template in chat

1. Select Chat in the sidebar and open the conversation where you want to use the template.
2. Type /, then find your template under Prompt Template and select its name.
3. Fill in the fields. If a field allows files, select its paperclip icon and attach the relevant file. A fixed template with no fields shows the complete instruction for review.
4. Select Submit. You can also press Shift + Enter while the form is open.

Bearly replaces each field in the saved instruction with what you entered and submits the result to the current chat. Fill every field you expect the answer to use: a field left blank is sent as N/A.

The filled template remains visible in the conversation. If you change a value there, Reset discards those edits and Submit sends the revised version for a new answer.

Edit or delete a template

Open Prompt Templates, then select a template under My Prompts. Edit its name, description, instruction, or fields directly; changes are saved as you type.

To delete it, select the three-dot menu beside its name under My Prompts, choose Delete, then confirm Delete. Bearly removes it from the Prompt Templates page and from the chat command menu; the app does not show an undo action.

Deleting a template does not remove messages that were already submitted with it. Those remain part of their conversations.

If a template does not work as expected

What you see	What to do
The template is missing from the / menu	Make sure Your Template is not blank. Wait a moment for the edit to save, then reopen the chat and search for the template’s Template Name again.
Submit does nothing	When a template has fields, enter at least one value or finish attaching a file before submitting.
An attachment shows a warning icon	Remove the file from the field, check your connection, and attach it again.
Failed to create prompt. Please try again.	Keep your description, check your connection, and select Create Prompt again.
The command menu still shows an old name	Reopen the chat after renaming the template so the command list refreshes.

For a reusable workflow that includes its own supporting files or approval-gated local actions, see Add workflows with Skills.