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docs: Document configuring triggers and context sources in the dashboard, not only in promptless.yaml - #1148

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@promptless

@promptless promptless Bot commented Oct 14, 2026 •

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Requested by: Frances Liu

Proposed changes

The trigger, context source, and doc collection pages described configuration as editing promptless.yaml, even though the dashboard's Configuration page opens in a form editor that covers the same settings. This change leads each configuration section with the dashboard steps (exact labels from the Triggers, Context sources, Doc collections, and Policies tabs) and keeps the YAML as the alternative for YAML mode.

  • Triggers overview, GitHub PRs, GitHub commits, GitLab merge requests, Jira, Slack, LaunchDarkly: add dashboard steps before the YAML example.
  • Context sources overview, Jira, Confluence, Linear, Notion, Google Drive: add the dashboard path for scoping a source.
  • GitHub doc collections, Notifications, Atlassian FAQ, open-source quickstart: name the dashboard tab alongside the YAML section.
  • GitHub PRs updated mode: removes the "Review-bot setup with updated" subsection, which showed config for a "review bot" without explaining it. The page's updated mode section explains the behavior. The Configuration section keeps one example of adding updated to a clause and one for triggers that use repos: all. It also notes that updated is set in YAML mode, because the dashboard's When should Promptless run? options don't include it.
  • Stale labels: replaces the retired "Trigger on repos with certain topics" and "Choose specific directories to trigger this project" options and the "project" wording with the current More filters (optional) filter names (GitHub PRs, Triggers overview, Noise & relevance).

Checklist

  • Instructions and examples match the current product behavior.
  • Links and image references are valid.
  • Changed pages render correctly.

Verification: labels checked against the dashboard source (promptless-dashboard/src/app/configuration/structured/) and on the live Configuration page. After merging main (#1177), the first dashboard step on the trigger pages was split into two sentences to stay under the Vale Direct.Length limit. Vale (src/content/docs, error level), remark lint, and manni meta validate pass on the branch.

@vercel

vercel Bot commented Oct 14, 2026 •

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promptless-docs Ready Ready Preview Oct 20, 2026 5:51pm UTC

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# Conflicts:
#	src/content/docs/docs/for-docs/connect/triggers.mdx
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# Conflicts:
#	src/content/docs/docs/for-docs/connect/context-sources.mdx
#	src/content/docs/docs/for-docs/connect/context-sources/confluence.mdx
#	src/content/docs/docs/for-docs/connect/context-sources/google-drive.mdx
#	src/content/docs/docs/for-docs/connect/context-sources/jira.mdx
#	src/content/docs/docs/for-docs/connect/context-sources/linear.mdx
#	src/content/docs/docs/for-docs/connect/context-sources/notion.mdx
#	src/content/docs/docs/for-docs/connect/doc-locations/github-repos.mdx
#	src/content/docs/docs/for-docs/connect/triggers.mdx
#	src/content/docs/docs/for-docs/connect/triggers/github-commits.mdx
#	src/content/docs/docs/for-docs/connect/triggers/github-prs.mdx
#	src/content/docs/docs/for-docs/connect/triggers/gitlab-merge-requests.mdx
#	src/content/docs/docs/for-docs/connect/triggers/jira.mdx
#	src/content/docs/docs/for-docs/connect/triggers/launchdarkly.mdx
#	src/content/docs/docs/for-docs/connect/triggers/slack-messages.mdx
#	src/content/docs/docs/for-docs/reference/integrations/atlassian.mdx
#	src/content/docs/docs/for-docs/start-here/open-source-quickstart.mdx
#	src/content/docs/docs/for-docs/tune/noise-and-relevance-filtering.mdx
#	src/content/docs/docs/for-docs/tune/notifications.mdx
@promptless

promptless Bot commented Oct 20, 2026

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I noticed that some CI checks failed for this PR. I'm investigating whether the failures are caused by this suggestion. If they're unrelated or pre-existing, I'll leave this suggestion unchanged and create a separate suggestion if a standalone docs fix is needed.

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