This feature is included withFathom Pro- the plan with access to all of Fathom's features. Companies on Portfolio can beupgraded to Fathom Pro at any time.

What is the Prompt Library?

The Prompt Library lets Admin users create reusable prompts for the Commentary Writer. Any user in your Fathom organisation with permission to use the Commentary Writer can select and use these prompts.

A prompt is an instruction that guides the Commentary Writer in producing commentary for a report. You can use a prompt to specify:

What to focus on
The detail-level of the commentary
How commentary should be structured
The audience and their likely level of financial knowledge

Adding prompts to the Prompt Library allows you to save custom prompts for reuse. It helps maintain consistency and allows teams to share custom prompts that reliably produce effective commentary.

How can a shared prompt be tailored to a specific report or business?

When you use a prompt, the Commentary Writer can still apply Business Context and Report Context. This ensures the commentary reflects the specific business and reporting period.

To tailor the generated commentary with any prompt, enter the business or reporting period context and enable it in the Commentary Writer.

Add a prompt to the library

Only Admin users can add prompts to the library. An organisation can have up to 100 prompts in the prompt library.

To create a prompt:

Click the Cog/Gear icon on the top black bar.
Select Organisation Settings.
On the left sidebar, select AI Features > Prompt Library.
Select + Add prompt.
Enter a name for the prompt.
Enter the prompt.
Click Create prompt.

Once created, the new prompt appears in the library and is available for anyone using the Commentary Writer in your Fathom organisation.

💡 Smart Tip: Read through our best practices for using the Commentary Writer.

Who can use and manage prompts?

Admin users can add, edit, or delete prompts in the library.

All users within your Fathom organisation who have access to the Commentary Writer can view and use prompts in your organisation’s Prompt Library.

Edit or delete a prompt

Admin users can edit or delete any prompt in the Prompt Library at any time.

To edit or delete a prompt:

Click the Cog/Gear icon on the top black bar.
Select Organisation Settings.
On the left sidebar, select AI Features > Prompt Library.
Click the Three Dots icon for a prompt.
Select the desired option:
1. Edit
2. Delete

Any edits you make are immediately reflected for all users in your Fathom organisation. If you delete a prompt, it is removed for everyone.

Learn more