Contents
- How to Apply Templates
- How to Favorite Templates
- How to Create Custom Templates
- How to Adjust Summary Results
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How to Use AI Chat for In-depth Queries
- How to Export and Share AI Notes
How to Use Templates to Generate Summaries
How to Apply Templates
Access the Transcript: Navigate to the completed transcription record and locate the AI Notes section on the left.
Choose a Template: From the AI Notes area, select a template and click Apply. For additional options, click template library or press the space bar to access a list of templates.
Generate Summary: The AI will automatically generate a summary based on the selected template. You can choose from various templates like "General" to fit your specific needs.
How to Favorite Templates
Explore Templates: Access the Template Library to explore a variety of AI templates.
Favorite a Template: Click the [⭐︎] icon on the template you prefer to add it to "My favorites" for quicker future access.
Use Favorited Templates: Apply templates directly from your favorites, accessible by pressing the space bar in the AI Notes area.
How to Create Custom Templates
Access Custom Templates: In the Template Library, choose Workspace for shared templates or Private for personal use.
Create a New Template: Click Create a new template. Enter a name for your template and add necessary Prompts.
Edit and Optimize: After entering your Prompt details, save directly or click Optimize before saving to refine the content.
How to Manage AI Summaries
How to Adjust Summary Results
Regenerate or Delete Blocks: If the result is unsatisfactory, you can choose to regenerate or delete specific blocks. Decide whether to replace, insert below, or discard the new blocks.
Rearrange Blocks: Drag and drop blocks to rearrange their order as needed.
Edit Blocks: Click inside any block to edit the text or add new content by typing, clicking [+], or using “/” to access additional commands.
How to Use AI Chat for In-depth Queries
Initiate AI Chat: Press space in an empty block to prompt the AI for specific questions about the transcription, such as detailed opinions or statements.
Receive AI Responses: Responses from the AI will be integrated as new blocks within the AI Notes section.
How to Export and Share AI Notes
Copy Instantly: Click the Copy button in the AI Notes area to copy all text immediately.
Download Locally: From the details page of the transcription record, click Download and choose AI Notes to be included in your download.
Export to Platforms: Export your AI Notes to third-party platforms like Notion, Slack, Salesforce, Hubspot, and Google Drive for further use and sharing.