Managing Prompts

Row Sherpa allows you to save and reuse prompts, making it easy to run consistent workflows across different datasets.

Creating a Prompt

You can create prompts directly within the Job Wizard or from the Prompts tab in the main navigation.

  1. Name: Give your prompt a descriptive name (e.g., "Customer Feedback Classifier").
  2. System Instructions: (Optional) specific instructions that set the behavior of the AI (e.g., "You are a helpful data analyst.").
  3. User Prompt: The main instruction sent to the model for each row.

Using the {csv_data} placeholder

Your prompt always need to include the {csv_data}   placeholder to instruct the AI model what to do with your CSV data. At execution, {csv_data} will be replaced by the content of the row which is being iterated upon from your CSV.

Here's an example:

You are a market research NLP agent.
For each survey response below, extract sentiment, main theme, buying intent, and named entities (products, vendors, concepts).

Survey response: {csv_data}

Except for single column CSV files, it's usually a good idea to add {csv_data} at the end so that, when {csv_data} is replaced by the content of a row of your CSV, it reads clearly to the AI model.

Saving Templates

You can choose to save a prompt to re-use for other jobs. This saves the prompt configuration, including:

  • The Prompt text
  • Structured Output schema (if defined)

This allows you to quickly load this configuration next time you have a similar CSV file.

You can do this either:

  • by going to the Prompts menu
  • or by clicking the three dots job menu on an existing job in the dashboard and clicking Save Prompt.

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