Creating Templates and Prompts

You can create templates to streamline sending personalized connection requests, messages, and InMails. This may be helpful if:

1. You have different types of personalized connection request notes for different personas.
2. You have a standard follow up message you send someone after they accept your connection request.
3. You have a standard follow up message you send someone after you've met with them in person.
4. Etc.

In addition, you can designate a template to be sent as a prompt to an LLM. Birdie's AI will then use your prompt along with information about your message recipient to generate a personalized message.

Create a template

In Birdie's options, click on Message Templates and Prompts    and then Create new template or prompt    .

Give your template a name.

Choose whether the template should be used for a connection request, message, or InMail.

When creating a new template, there a couple of things to do.

1. Write the body of the template. If the template is for an InMail, you will need to write the subject line too.
2. Use template variables to personalize your message. You can click on each template variable to insert it directly into the body above.
3. For messages, you can optionally add an image to your message template by pasting in the URL of the image. One common way to do this is to host your image on Google Drive.
4. You can designate the template as a prompt. When you do so, the body of your message template is sent as freeform instructions to ChatGPT, and information about your message recipient is include as context. See the section below to learn more about this feature.
5. When you're done editing your template, click Save    .

Writing Prompt Templates

Designating a template as a prompt

To indicate that a template should be treated as an LLM prompt, flip the switch at the top on.

How to write a prompt

When you designate a template as a prompt, you should treat the body of the template as instructions you would write to ChatGPT. Here is an example:

Look through recent social media posts made by this person and identify the posts that talk about AI usage in their industry. If such posts exist, write a message that follows the pattern below. Keep the generated message under 100 words if possible.

-- START OF TEMPLATE

Hi {{firstname}}, thanks for connecting. Saw your recent LinkedIn posts about {{summary of AI-specific posts}}. Seems like you spend a lot of time thinking about {{how AI is used in their industry}}, so I had to ask:

1. Do you or your team use LinkedIn a lot for prospecting?
2. If so, do they use AI in their LinkedIn processes? Doing so could really help them {{in target areas mentioned by their AI-specific posts}}.

This is what we focus on at Birdie. If either points resonate, I'd love to learn more about your processes and see if Birdie could be a good fit!

-- END OF TEMPLATE

If no such post exists, then simply thank them for connecting:

-- START OF TEMPLATE

Hi {{firstname}}, thanks for connecting.

-- END OF TEMPLATE

Read the existing conversation between me and this person. Identify 2 things:

1. My overarching objective from the conversation.
2. A piece of context which indicates that my objective would also benefit this person. If possible, use a piece of information that has been supplied by the person themselves i.e. something specific about the person or their company, their social activity, or a message they wrote.

Then write a message that follows the template below. Keep the message under 60 words.

--  START OF TEMPLATE

Checking in — Wanted to see if you'd be interested in {{my objective}}. I thought you might given {{some context which indicates my objective would be beneficial for them}}.

-- END OF TEMPLATE

Context that is sent to ChatGPT

Along with your instructions (i.e. the template body), the following information is also sent to ChatGPT to help Birdie write your message.

• Your message recipient's LinkedIn about section
• Your message recipient's work history
• Your message recipient's education
• Your message recipient's location
• Basic information about your message recipient's current employer
• A flag indicating that your message recipient has a LinkedIn subscription, if applicable — This flag will be missing if your message recipient does not have a LinkedIn subscription
• How many 1st degree connections your message recipient has
• Basic profile information of up to 10 shared connections between you and your message recipient
• Recent LinkedIn social media posts made by your message recipient
• Your conversation history with the person

How to locate your prompts

Once saved, your prompt templates are indicated in your list of prompts with an AI icon.

Using your templates in LinkedIn

With some templates ready to go, you can now use them when reaching out to people on LinkedIn.