[ Prompting Sheets Help ]

…Your AI Guide for Google Sheets™!

Transform your spreadsheet experience with our powerful AI chatbot. This help page is designed to guide you through all the features and benefits, providing intelligent insights, seamless automation, and dynamic conversations. Dive in and discover how easy data management can be!

Improved Relevance:

  • Precision: Context helps the AI focus on the most pertinent information, leading to more precise responses.
  • Relevance: By understanding the background and specifics, the AI can provide answers that are directly relevant to your needs.

Enhanced Insights:

  • Depth: Contextual data allows the AI to delve deeper into the subject matter, offering more comprehensive insights.
  • Nuance: The AI can recognize and consider subtle nuances, improving the quality of its responses.

Tailored Responses:

  • Customization: Context enables the AI to tailor its responses to your specific requirements, making the outputs more useful and actionable.
  • Personalization: The AI can adapt its tone and style based on the context, ensuring that the responses fit your expectations.

Efficiency:

  • Time-saving: Including context reduces the need for follow-up queries, as the AI can provide more complete answers upfront.
  • Clarity: Context helps avoid misunderstandings and ensures that the AI’s responses are clear and to the point.

How to Include Context in Prompts

Using [P] Tag for Sheets:

  • Add [P] to your spreadsheet name to include it in the AI context.
  • Example: Rename your sheet to Project Data [P].

Excluding Specific Rows:

  • Use [-P] in rows to exclude sensitive or irrelevant data.
  • Example: [-P] Confidential Information in the first cell of the row will exclude that row.

Dynamic AI Personas:

  • Include industry-specific keywords in sheet titles and content.
  • Example: Keywords like “marketing,” “finance,” or “healthcare” help the AI adapt its persona.

By effectively utilizing context in your prompts, you can unlock the full potential of AI, ensuring that the responses you receive are relevant, highly insightful, and customized to your specific needs. This approach sets our app apart, providing you with a powerful tool to enhance your data analysis and decision-making processes.

Sheets Library

Description: Access a library of pre-designed sheets with built-in AI functionality. You can browse, search, favorite, and create new sheets based on templates.

Access:

  • Go to the custom menu [P] Prompting Sheets and select Sheet Library.

Functionality:

  • Search Sheets: Use the search bar to find specific sheets based on keywords.
  • View Details: View its category, name, description, and other relevant details.
  • Create Prompting Sheet: Click the “Create Prompting Sheet” button to generate a new sheet based on the selected template.

AI Chatbot

Description: Interact with an AI-powered chatbot to ask questions and retrieve data. Use the Optimize feature to refine your prompts for better responses.

Access:

  • Go to the custom menu [P] Prompting Sheets and select AI Chatbot.

Functionality:

  • Interact with AI: Type queries or prompts to interact with the AI directly within the sidebar.
  • Retrieve Data: Ask questions about your data, and the AI will provide responses based on the context of the sheets.
  • Optimize Prompts: Use the Optimize button to refine your prompts for better responses.

Create Prompting Sheet

Description: Generate new prompting sheets based on AI-generated suggestions. Enter a prompt to receive optimized ideas and save them for future use.

Access:

  • Go to the custom menu [P] Prompting Sheets and select Create Prompting Sheet.

Functionality:

  • Generate Prompts: Create new prompting sheets based on AI-generated suggestions.
  • Enter Prompt Details: Type a prompt and receive optimized suggestions from the AI.
  • Save Prompts: Save generated prompts for future use.

Insert Prompt Formula

Description: Insert AI-driven formulas into your sheets. Choose the type of formula, provide additional data, and insert it as static text or a live formula.

Access:

  • Go to the custom menu [P] Prompting Sheets and select Insert prompt formula.

Functionality:

  • Choose Formula Type: Select the type of formula you want to insert, such as PROMPT, PROMPTLIST, PROMPTTABLE, etc.
  • Enter Additional Data: Provide any additional data or context required for the formula.
  • Insert Prompt: Insert the prompt into the active cell as a static text or live formula.

=PROMPT(text, [data], [context])

Description: Generates a response from AI based on a provided prompt, with optional data and context.

  • Text: (string) The base text for AI can include direct instructions or reference a stored prompt.
  • [data]: (optional string) Optional data for the prompt, either a URL or text.
  • [context]: (optional boolean) Includes document context data by default.

Example:

=PROMPT("Generate a summary of the meeting notes", "Meeting notes from 01/01/2023", TRUE)

=PROMPTIMAGE(text, [data], [context])

Description: Generate an image from AI based on a provided prompt, with optional data and context.

  • Text: (string) The base text for AI can include direct instructions or reference a stored prompt.
  • [data]: (optional string) Optional data for the prompt, either a URL or text.
  • [context]: (optional boolean) Includes document context data by default.

Example:

=PROMPTIMAGE("Create a logo for my brand", "Brand guidelines document URL", TRUE)

=PROMPTLIST(text, [data], [context])

Description: Generates a list of responses from AI based on a provided prompt, expanding down the selected cell.

  • Text: (string) The base text for AI can include direct instructions or reference a stored prompt.
  • [data]: (optional string) Optional data for the prompt, either a URL or text.
  • [context]: (optional boolean) Includes document context data by default.

Example:

=PROMPTLIST("Provide a list of marketing strategies", "Company's current marketing plan", TRUE)

=PROMPTTABLE(text, [data], [context])

Description: This function generates a table of AI responses based on a provided prompt, decoding it into rows and columns.

  • Text: (string) The base text for AI, which can include direct instructions or reference a stored prompt.
  • [data]: (optional string) Optional data for the prompt, either a URL or text.
  • [context]: (optional boolean) Includes document context data by default.

Example:

=PROMPTTABLE("Create a comparison table of the top 5 project management tools", "Project management tools review document", TRUE)

=PROMPTAUDIT(text, URL, [context], [header])

Description: Performs a website content audit based on the provided URL and text instructions.

  • Text: (string) The instructions for the AI audit.
  • URL: (string) The URL of the website to audit.
  • [context]: (optional boolean) Includes document context data by default.
  • [header]: (optional boolean) Includes headers if true.

Example:

=PROMPTAUDIT("Audit the SEO performance of the homepage", "https://example.com", TRUE, TRUE)

=PROMPTFILL(example range, output range, [context])

Description: Fills gaps in data based on provided examples and output range.

  • Example range: (range) The range of cells containing example data.
  • Output range: (range) The range of cells where the output should be filled.
  • [context]: (optional boolean) Includes document context data by default.

Example:

=PROMPTFILL(A1:B5, C1:D5, TRUE)

Prompt Placeholders

Create and utilize placeholders to customize and enhance your prompts. Just add an ? after your placeholder text. Incorporate these placeholders in your prompt template within curly brackets; for instance, {Business Name}.

Ensure placeholders are meaningful and distinct across prompts for improved context management by the AI.

Placeholders are recognized and substituted dynamically using regular expressions. This enables adaptable and context-aware prompt customization, boosting the personalization of AI responses.

Example:

  • Define placeholders: Business Name?
  • Use in a prompt: =PROMPT("Create a marketing strategy for {Business Name}")

Prompting with Logic

Make your prompts dynamic and adaptable by incorporating basic logical conditions. Organize your logical prompts to handle various scenarios effectively. Employ logical conditions to deal with exceptions and specific cases, which helps make your prompts more

versatile and adaptable to different data contexts.

Logical conditions are executed through a function that assesses placeholders and conditions within your prompt, providing an interactive and adaptable element to your prompts.

Example:
Here is a list of logical conditions that can be used within your prompt templates in the Prompting Sheets AI App:

Available Logical Conditions:

  • Equality (==): Checks if two values are equal.
  • Example: {IF:City == New York} This is about New York. {END:IF}
  • Inequality (!=): Checks if two values are not equal.
  • Example: {IF:City != Los Angeles} This is not about Los Angeles. {END:IF}
  • Greater Than (>): Checks if a value is greater than another value.
  • Example: {IF:Sales > 1000} Sales exceeded 1000 units. {END:IF}
  • Less Than (<): Checks if a value is less than another value.
  • Example: {IF:Temperature < 0} It's below freezing. {END:IF}
  • Greater Than or Equal To (>=): Checks if a value is greater than or equal to another value.
  • Example: {IF:Rating >= 4.5} This is a highly rated product. {END:IF}
  • Less Than or Equal To (<=): Checks if a value is less than or equal to another value.
  • Example: {IF:HoursWorked <= 40} Worked within regular hours. {END:IF}
  • Logical AND (&&): Checks if both conditions are true.
  • Example: {IF:Sales > 500 && Rating >= 4.5} High sales and good ratings. {END:IF}
  • Logical OR (||): Checks if at least one of the conditions is true.
  • Example: {IF:Temperature < 0 || Temperature > 30} Extreme temperature conditions. {END:IF}

Combining Logical Conditions:

You can combine multiple conditions to create complex logical checks within your prompts.

Example of Combined Logical Conditions:

=PROMPT("
  {IF:Region == North America && Sales > 1000}
    North American region with high sales.
  {ELSE:}
    Sales details for other regions.
  {END:IF}
")

Tips for Using Logical Conditions:

  • Placeholders: Use placeholders to insert values into your logical conditions dynamically.
  {IF:Product == {ProductName}}
    Details for {ProductName}.
  {END:IF}

By leveraging these logical conditions, you can create highly customized and dynamic prompts that adapt to various scenarios and datasets within your spreadsheets. This enhances the interactivity and utility of your AI-powered prompts.

Dynamically Inserting Prompts with Unique Keys

Reuse saved prompts by incorporating their unique IDs within your PROMPT() formula. You can find the prompt ID in the ‘Starter Prompts’ sheet or by using the Insert Prompt tool.

Organize your prompt IDs logically so you can easily access and utilize them across various projects, saving time and ensuring consistency. Prompt IDs are managed using a systematic approach where local and global prompts are distinguished by their prefixes (L for local, G for global). This makes identification and usage across different projects a breeze.

Example:

=PROMPT("P:L0001")

Local prompts have IDs starting with L, and global prompts start with G.

Fetching Content from Websites for AI Analysis

Retrieve and analyze website content directly within your spreadsheet. Utilize any of the PROMPT formulas and add a website address in your data value to fetch data from your selected website address.

Ensure the URLs you share are direct and contain pertinent information for precise AI analysis. The function manages web content retrieval, employing caching to store and swiftly fetch previously accessed content, lessening the strain on external resources and enhancing response times.

Example:

  • =PROMPT("Give me a content review of", "https://example.com")
  • If you want the content of the website without AI analysis: =PROMPT("Give me the h1 tag title value","https://example.com")

Prompts

Save time and effort by using conversation starters for common questions or to spark new ideas. Save your conversation starter prompts in the Starter Prompts sheet and mark them as favorites for quick access.

Frequently used conversation starters can streamline your workflow, allowing for quick and effective interactions with the AI. Conversation starters cache prompts marked as favorites. This caching mechanism speeds up retrieval and ensures frequently used prompts are readily available.

Chat History

All interactions with the AI-powered chatbot get recorded in the ‘Chat History’ sheet. Remember to include the ‘Chat History’ in your PROMPT formula context by adding [P] to the sheet name Chat History [P].

Make sure to review the Chat History regularly to grasp AI interactions and enhance future prompt constructions.

This function ensures that the chat history is logged correctly and can be easily retrieved. It also creates a new sheet if none exists, maintaining a detailed log of all interactions.

1. How do I include specific sheets in my AI prompts?

To include a sheet within your prompt’s context information, add [P] to the spreadsheet name. This helps the AI know which sheets to look at, improving the accuracy and relevance of the responses.

2. How can I exclude sensitive data from my AI prompts?

Use [-P] in rows to exclude sensitive or irrelevant data. For example, [-P] Confidential Information in the first cell of a row will exclude that row from the AI context.

3. What are dynamic AI personas, and how do they work?

Dynamic AI personas adjust based on industry-specific keywords in your sheet titles and content. For example, using keywords like “marketing,” “finance,” or “healthcare” helps the AI adapt its persona to better fit your topic.

4. How do I use logical conditions in my prompts?

Logical conditions can be used to create dynamic and adaptable prompts. For example, {IF:City == New York} This is about New York. {END:IF} checks if the city is New York and provides a specific response if true.

5. Can I save and reuse prompts across different projects?

Yes, you can save prompts by incorporating their unique IDs within your PROMPT() formula. Prompt IDs are managed using a systematic approach where local and global prompts are distinguished by their prefixes (L for local, G for global).

6. How can I fetch and analyze website content using AI?

You can use any of the PROMPT formulas and add a website address in your data value to fetch data from your selected website address. For example, =PROMPT("Give me a content review of", "https://example.com").

7. How do I interact with the AI-powered chatbot?

Go to the custom menu [P] Prompting Sheets and select AI Chatbot. Type queries or prompts to interact with the AI directly within the sidebar, and use the Optimize button to refine your prompts for better responses.