Reusable shortcuts for common requests

If you find yourself typing the same prompt every week — "Summarize this document in three bullet points," "Draft a follow-up email," "Check this sheet for duplicates" — shortcuts save you the repetition.

A shortcut is a saved prompt template you can reuse with a couple of keystrokes. Think of it like text expansion: type a shortcut, get a full prompt. You create it once, and it's available in every thread from then on.

Create a shortcut

The quickest way: ask the agent.

Save this as a shortcut called "Weekly Report": Summarize the latest data in my pipeline sheet, highlight any deals that changed stage this week, and flag anything at risk.

The agent creates the shortcut and confirms the title. Done.

To create one manually:

Open any thread and type / in the prompt bar. A menu appears with your existing shortcuts.
Scroll to the bottom of the menu and click Create Shortcut.
Enter a title (something you'll recognize later, like "Pipeline Summary" or "QA Check").
Write the prompt template you want to reuse.
Click Save. The shortcut appears in your / menu immediately.

Use a shortcut

Open any thread and type / in the prompt bar.
Start typing the shortcut's name to filter the list. Select it.
The prompt fills into your prompt bar. Press Enter to send it, or edit it first if you need to adjust for this specific situation.

That's the core loop: type /, pick a shortcut, send.

Edit or delete a shortcut

Open the shortcuts page from your sidebar.
Click the shortcut you want to change. A preview drawer opens on the right.
Click the ⋮ menu in the top corner. Select Edit to update the title, prompt, or description. Select Delete to remove it.

You can also ask the agent: "Update my Weekly Report shortcut to include churn risk data."

Every shortcut has a visibility scope that controls who can see and use it:

Private — Only you. This is the default.
Team — Everyone on your team.
Workspace — Everyone in the workspace.

To share a shortcut, ask the agent:

Share my "Weekly Report" shortcut with the workspace.

Or duplicate someone else's shortcut from the preview drawer using the ⋮ menu and selecting Duplicate — this creates a private copy you can customize.

Tips for effective shortcuts

Be specific in your prompt. "Analyze this data" is vague. "Summarize the top 10 rows by revenue, flag any missing values, and suggest next steps" gives the agent something to work with.

Name them clearly. Future-you will thank present-you when the / menu shows "QA Check: Data Quality" instead of "My Shortcut 3."

Use shortcuts for patterns, not one-offs. If you've typed a similar prompt three times, it's a shortcut. If you'll never type it again, it's just a prompt.

Next steps