Mastering AI Notes: From Using Templates to Editing & Exporting

 

Contents

 

 

How to Use Templates to Generate Summaries

How to Apply Templates

1. Access the Transcript: Navigate to the completed transcription record and locate the AI Notes section on the left.

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2. Select a Template: Select a template from the AI Notes area. Click See All templates or the [Template library] icon for additional options. You can also press the space bar to access a list of templates.

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3. Set your AI Notes language: The first time you use AI Notes feature, a pop-up will guide you through the setup process. Follow the instructions to select your preferred language.

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If you need to change it later, go to Settings > Preferences by clicking your profile image. Once updated, all AI Notes will be generated in the selected language.

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4. 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.

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How to Favorite Templates

1. Explore Templates: Access the Template Library to explore a variety of AI templates.

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2. Favorite a Template: Click the [⭐︎] icon on the template you prefer to add it to "My favorites" for quicker future access.

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3. Use Favorited Templates: Apply templates directly from your favorites, accessible by pressing the space bar in the AI Notes area.

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How to Create Custom Templates

1. Access Custom Templates: In the Template Library, choose Workspace for shared templates or Private for personal use. Click Create a new template.

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2. Create a New Template: Enter a name for your template and add necessary Prompts.

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3. Edit and Optimize: After entering your Prompt details, save directly or click Optimize before saving to refine the content.

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How to Manage AI Summaries

How to Adjust Summary Results

1. Regenerate or Delete Blocks: If the result is unsatisfactory, you can choose to regenerate or delete specific blocks. 

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2. Rearrange Blocks: Drag and drop blocks to rearrange their order as needed.

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3. Edit Blocks: Click inside any block to edit the text or add new content by typing, clicking [+], or using “/” to access additional commands.

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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.

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How to Export and Share AI Notes

Copy Instantly: Click the Copy button in the AI Notes area to copy all text immediately.

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Download Locally: Click Download and choose AI Notes to be included in your download from the details page of the transcription record.

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Export to Platforms: Export your AI Notes to third-party platforms like Notion, Slack, Salesforce, Hubspot, and Google Drive for further use and sharing.

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