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.

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

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

Preview your data

You can preview data at any time by selecting the source in the sidebar:

• For database integrations: You'll see the database schema with all available tables. Selecting a table opens a preview window displaying the first 100 rows fetched from your database.
• For data files: Selecting the file will immediately trigger a full table preview inside the Promptbook.