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Use AI Templates to write Emails

Author
Matthew Quan

Using AI Snippets in Clay

Introduction
Enriched Data's 'Complete Prompt' integration offers a unique feature, 'Snippets', which provides pre-created prompts for quick and efficient message generation or data insights. This guide will walk you through how to use these 'Snippets' effectively, using the example of categorizing a company as B2B or B2C.

Procedure
1. Accessing Snippets
   ◦ Navigate to 'Merge Data', then 'AI and GPT', and finally to 'Complete Prompt'. Here, you will find the 'Snippets' button.

2. Selecting a Pre-Created Prompt
   ◦ Click on the 'Snippets' button to open a list of available pre-created prompts. These are designed to help with various tasks, for example, categorizing a company as B2B or B2C.

3. Mapping the Required Data
   ◦ Once you've selected a snippet, you'll need to map the required data. In our example, this would involve filling in the 'Company Description' field.
   ◦ This field is filled by mapping the company descriptions you have previously pulled from Companies. To do this, navigate to 'Enrich Company' and scroll down to find 'Description'.

4. Using the Snippet
   ◦ With the description field mapped, simply click 'Use Snippet'. The system will auto-generate the prompt using the column data you've chosen.

5. Saving and Running the Snippet
   ◦ Click 'Save Changes' to keep your prompt. You can now run the snippet across all your rows of data.

By following these steps, you can efficiently use the 'Snippets' feature within Clay’s 'Complete Prompt' to generate insights from your data.

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