Snippet Manager

Use template

PixieBrix is great for fetching information and making it accessible anywhere you need it. A great example of this is message templates or text snippets. If you find yourself constantly typing similar messages, why not save them in a Google Sheet and fetch them to display on a sidebar on any page?

This tutorial shows you how to customize a Snippet Manager to fit your specific use case and use your own templates and data.

In this post, we'll cover core ways you can change the mod.

  1. Customize the Data Source
  2. Customize the Sidebar UI
  3. Autofill Text On The Page


Before making any customizations, you'll need to create a copy of the Google Sheet AND copy the mod. Read these prereqs for more instructions.

Step 1: Copy the Google Sheet

You'll need a Google Sheet with your snippets defined. It's easiest to copy our Google Sheet template to your Google Drive.

Then customize the text in the Text column. Each row is a snippet.

⛔ Do not edit:

  • any headers in Row 1
  • tab title (Templates)

Editing any of the bulleted items above will break the template and require customization inside the Page Editor to fix.

Step 2: Copy the Mod Template

🏁 Before you can do any customizations, you'll need to get the template in editable format.

  1. Activate the template mod.
  2. Open the Page Editor.

In the Page Editor, click the three dot menu next to the activated template. In the menu, select Make a Copy

You might be asked to create an alias if this is your first time copying a mod.

Optional: You can change the Mod ID, Name, and Description fields in the modal that appears

💽️ Customize the Data Source

One of the first things you may want to customize is where your templates come from. In the template example, the templates are defined in a Google Sheet, and we use the Lookup Google Sheet row brick (renamed Fetch data from Google Sheet) to query a Google Sheet. The Snippet Template Manager is perfect for:

  • Code reuse
  • Code completion
  • Snippet collection
  • Code snippet tool

You might need to modify the query if your Google Sheet is set up differently than our template. Click the Fetch data from Google Sheet brick and check out the Brick Configuration Panel in the middle of the Page Editor.

To change the Google Sheet you configured, click the @ at the end of the row and choose Sheet, which will open a file picker to select your Google Sheet. You can then change the Tab Nam and Column Headers from ABC to a|b|c Select..., creating a dropdown of options from the Google Sheet.

If you're using some other column to get every row, you can change the Query text to match. For instance, you might have a * or Include in your row.

You also might want to fetch data from other tools entirely, such as:

Connect to Airtable

First, add an Airtable integration configuration. Use the Get Airtable Data brick to fetch all data from an Airtable database. If you want to extract only specific data, you'll need to add a jq - JSON processor brick afterward and use JQ to filter the data returned.

Connect a PixieBrix database

You can store your templates in a PixieBrix database and use the List All Records brick to return all records in a specific database or use the Get data from PixieBrix database to return a specific record. PixieBrix databases have access control, allowing you to specify which team members should have access.

Connect to Mixmax (or other email template tools)

If you want to use another tool, you can search for an existing brick by clicking the + button under any brick in the Brick Actions Pipeline.

If the tool you're searching for isn't available as a brick, use the HTTP Request brick to fetch data from any API.

🎨 Customize the Sidebar UI

If you want to make edits to the style of your sidebar, click the Display Sidebar brick to view a preview of your Sidebar in the far right panel of the Page Editor (1). There's a lot you can customize, so let's look at the common actions.

  • Adding new elements: To add a new element, click the three-dot menu on the secondmost outer element, which is a Container, and add a row (2), then click the three-dot menu that appears in the new column to select an element (3).
  • Edit the content of an existing element: If you want to change the content of an existing element, select it from the Preview Panel and edit the configuration options in the middle of the Page Editor (4). Depending on the element, your configuration options may differ slightly.
  • Change the style of an element: Select from standard layout and editing options, like aligning text or changing colors (6).
  • Adding actions to elements: Some types of elements, like Forms, Bricks, or Buttons create a section inside the Render Document/Display Sidebar brick in the Brick Pipeline (7). You can tie actions to these elements, such as fetching information, copying items to a clipboard, to filtering data.

Here's an example of changing the content of a text element.

⌨️ Autofill Text On The Page

As configured out of the box, this template copies the text to your clipboard when you click the button in the Sidebar Panel. But perhaps you find yourself always using these templates on a specific site, and you'd like to set the input value of a field on the page with your selected template.

To do this, click the + below the Confirmation Message brick in the Brick Actions Panel, and search for the Set Input Value brick and click Add to add it as an action to your button.

This brick allows you to find an input selector and set the text to any value you'd like, in this case, your template message.

Here are a few examples of selectors you could use to set the text on common websites.

  • Gmail Reply/Compose Email : [aria-label="Message Body"]
  • LinkedIn New Post, Comment, and Messages : [role='textbox']
  • Slack: [role="textbox"]
🧚 If you want to set the input on multiple sites, you can add a Set Input Value brick for each site and go to Condition field in the Advanced Options to specify when a brick should run. For example, if you only want a brick to run on gmail, you might set the Condition field to {{ true if '' in @input.url}}.

🎉 Congrats! You've successfully modified a message template sidebar. But this is just the start. You can build anything else on top of this, like additional actions such as setting input value on the current page or asking AI to rewrite the template. You can also fetch template messages from another tool (like Airtable, your own API, or something else).

The last step is save your mod. PixieBrix will keep unsaved changes in the Page Editor, but for the changes to take affect when using the mod, you'll need to save. Click the save icon next to your mod to save the changes.

🧚 We can't wait to see what you build! Join the PixieBrix Slack Community if you need help or want to show off your latest creation.

Use this template to create a decision tree.

Step 1/7

Step 1

Activate The Template
Step 2/7

Step 2

Configure Your Template
Copy The Existing Google Sheet
Step 3/7

Step 3

Build Your Decision Tree Using Google Sheets
Step 4/7

Step 4

Once Sheet Is Filled, Return To Template And Finish Activating
*Ensure you have selected your spreadsheet from the dropdown
Step 5/7

Step 5

Your Decision Tree Is Ready, Click Ok to Begin Using
Your Decision Tree Is Ready, Click Ok to Begin Using
Step 6/7

Step 6

Click "Start Decision Tree"
Step 7/7

You're All Set!

NExt Step


Now you can clone this project and reuse the form.
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