Notta paid plan users now have the option to customize their summaries. By creating custom prompts, you can generate minutes, reports, and other documents that are specifically tailored to your requirements.
Contents
- How do I create a new custom template?
- How do I share or unshare a custom template?
- How do I edit a custom template?
- How do I duplicate a custom template?
- How do I delete a custom template?
How do I create a new custom template?
1. Open the [Template Library].
2. Open either the [Workspace] tab or the [Private] tab under the CUSTOM TEMPLATES section.
⇒ Templates created under the Workspace tab are shared with all members of the workspace by default.
⇒ Templates created under the Private tab are accessible only to you by default, and are not visible to other members.
3. Create a new template by clicking on the [Create a new template] button in the upper right corner of the Template library interface. This action initiates the process of creating a custom template for your specific needs.
4. Click on the "Untitled" text field at the top of the new template creation page, and then enter a meaningful name for your template.
5. Click on the [Add New Prompt] button below the template title. This action allows you to begin adding specific prompts or instructions to your template.
6. Click on the "Untitled" text field at the top of the new prompt creation page, and then enter a meaningful name for your prompt.
7. Click on the "Prompt description" text field, and then enter the specific instructions.
*You can enter up to 4,000 characters.
💡 What are prompts?
Prompts are instructions or questions that a user enters in an interactive system, such as an AI interaction or a command line interface. AI needs clear and specific prompts to generate appropriate responses and results to users' requests and questions.
Tips on how to write better prompts:
- Human thinking, cognition, and judgment are essential.
- Please manually correct/confirm important content and details.
- Clarify what you want to get from the transcript.
- Explain the necessary information in clear and concise language.
- Seek diverse answers rather than limited answers.
💡 Quick way to optimize prompts
If you are not skilled at writing prompts, we recommend utilizing the prompt optimization feature. To do so, simply click the optimization icon located in the bottom right corner of the "Prompt description" text field. This will provide you with personalized suggestions to enhance and refine your prompt.
8. Save the newly created prompt by clicking the [Save] button in the bottom right corner of the edit window.
9. Save the changes made to the template by clicking the [Save] button in the bottom right corner of the edit window. This action will store all modifications made to the template.
How do I share or unshare a custom template?
1. Click on the three-dot menu icon [···], and then select [Permission management] from the dropdown menu.
2. Set specific permissions for different users or groups within your workspace.
⇒ Templates that are shared with others will be moved to the Workspace tab.
⇒ Templates that aren't shared with others will be moved to the Private tab.
How do I edit a custom template?
1. Click on the three-dot menu icon [···], and then select [Edit] from the dropdown menu.
2. Click the [Save] button to store the changes made to the template. This action ensures that all modifications are preserved for future use.
How do I duplicate a custom template?
Click on the three-dot menu icon [···], and then select [Duplicate] from the dropdown menu.
How do I delete a custom template?
Click on the three-dot menu icon [···], and then select [Delete] from the dropdown menu.
For detailed instructions on how to use AI templates, please refer to this article.