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Add Data to Your Promptbook

Once you open a blank Promptbook, the first step is connecting your data:

  1. In the left sidebar under the Data tab, click the plus (+) icon.
  2. Choose either a database integration or upload a data file.

Add data integration

Data integration

After the data source appears in the sidebar, you need to attach it to a step:

  1. Click the clip icon in the step and select the data sources you want to use.
  2. For all subsequent steps, data sources will be added automatically.
  3. To remove a data source from a step, simply click the “x” on the data source bubble within the step.

Select data source

Remove Selected data