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You can now turn your Ask Spotlight questions into reusable templates, either by saving them from the chat or by building them on the new Templates page. Then run them again from the chat bar or the Templates page. Templates can stay personal or be shared with your whole organisation.

What's new

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Until now, getting a repeatable report out of Ask Spotlight meant keeping your favourite prompts somewhere else and pasting them back in each time you needed them. Templates move that workflow into Ask Spotlight.

A template is a saved Ask Spotlight prompt you can run again whenever you need it, so you get the same report structure every time without rewriting the question. Each template has:

If a template needs details from you when it runs, like a team or a date range, Spotlight will ask for them.

Where to find it

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Templates live under Ask Spotlight → Templates in the sidebar, organised by group. You can filter the list to show only your own.

We filmed a how-to video to walk you through the process

AskTemplates.mp4

Creating templates

You can create a template in two ways:

  1. From a chat response (recommended): open Ask Spotlight, ask a question as usual, and when you get a response you want to keep, click the new Save icon next to the Share icon. Spotlight suggests a name, and you add a group, a description and choose whether to share it. You can also use this to overwrite one of your existing templates with a newer version.

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  2. From the Templates page: open Ask Spotlight → Templates and click New Template in any group. Fill in the same details, plus the prompt itself. There's built-in guidance on writing an effective prompt.