Notta offers a feature that allows you to freely customize the content of AI summaries. By inputting your own prompts, you can create meeting minutes, reports, and other documents tailored to your needs.
Prerequisites for using this feature
Plan: Available on Pro plan, Business plan, and Enterprise plan
Role: Available to all roles
Platform: Notta Web, Notta Mobile App
💡 What is a prompt?
A prompt is an instruction or question entered by a user in an interactive system, such as a dialogue with AI or a command-line interface. Clear and specific prompts are necessary for AI to generate appropriate responses or results to user requests or queries.
How to write better prompts?
- Human thought, cognition, and judgment are indispensable.
- For important content and details, please manually review and confirm.
- Clearly define what you want to get from the meeting minutes.
- Explain necessary information in clear and concise language.
- Seek diverse responses rather than limited answers.
Specific Examples:
- Tell me about the three main themes discussed in today's meeting.
- Describe the solutions and proposals for the three issues raised in the meeting.
- Share topics that were not discussed in today's meeting but you consider very important.
- Summarize the discussed solutions and action plans.
- Evaluate the main risks in the current project and propose countermeasures for them.
📋 How to use custom templates?
Tip: You can find tips on how to write prompts in the Prompt Library.
Quickly create and use custom templates in the AI Notes area
- Open a record where transcription has been completed.
- Click the customize button in the AI Notes area to open the custom template creation window.
- Enter the template name and prompt.
- Click the Optimize button at the bottom right of the prompt field. The AI will analyze the transcription and suggest an optimized prompt based on the type of meeting.
- Click Apply to insert the optimized prompt into the custom template. If the result doesn’t meet your expectations, click Retry to generate a new version.
- You can also revise or add to the prompt as needed.
- Click Save and Generate to save the custom template to the template library and immediately generate a summary based on the saved template.
Add a custom template from template library
- Open template library.
- Open the Workspace or Private tab under CUSTOM TEMPLATES.
⇒ Templates created in the Workspace tab are shared with everyone in the workspace by default.
⇒ Templates created in the Private tab are only available to you and are not visible to other members.
- Click the Create a new template button in the upper right corner of the screen to start the new template creation process.
- Enter a template name and prompt.
- Click the Optimize button at the bottom right of the prompt field. The AI will optimize the content and suggest a prompt.
- Click Apply to insert the optimized prompt into the custom template. If the result doesn’t meet your expectations, click Retry to optimize again.
- You can also revise or add to the prompt as needed.
- Click Save to store the custom template in the template library.
- Saved templates can be easily reused from the template library.
Notta Mobile App
- Open a completed transcription record and tap AI Notes.
- On the AI Summary page, tap See all Templates.
- Tap the + button in the top right corner to display the template creation screen.
Alternatively, go to the templates page and tap Custom → Create Template to proceed to the creation screen. - You can select the save destination for the template from Private or Workspace.
Alternatively, you can also set the save destination on the new creation page.
*Please note that changing the set save destination is a feature exclusive to the Notta Web version. - Enter the Title, Save to,and Prompt.
- Tap Improve with AI at the bottom left of the prompt field, and the AI will optimize and suggest content.
- Tap Apply to reflect the optimized prompt in your custom template. If the prompt does not meet your expectations, tap Retry to try optimization again.
- Tap Save to save the custom template to your templates.
- Saved templates can be easily reused from template management.
📍 Best practices for prompt creation
Currently, the following Markdown formats are supported. If you require other formats, please feel free to send us your request.
Use
######for titleUse
- [ ]for action itemsUse
-for bullet pointsUse
1.2.3.for numbered listsTimestamps are included by default. If you don't need them, please specify that in your prompt
We highly recommend creating your prompts by referring to the format of Practice 2 below. This example flexibly utilizes Markdown, making it easier to obtain summaries aligned with your desired format.
Practice 1
For regular meetings, you can create a custom prompt as if writing a meeting agenda and then adjust it with the Optimize function.
1. Meeting Summary
2. Current Progress
3. To-Do (Tasks)
Practice 2
For specific scenarios like interviews or training sessions, there are often common frameworks or methods. For example, in a training scenario:
Training Name
# Training Summary
- Extract key names and themes of the training based on the complete meeting record.
- Briefly summarize the core content of the training in one sentence.
# Core Knowledge Points
- Organize the three main points of this training.
# Practical Examples
- Extract examples shared by the speaker and elaborate on the key points.
# Detailed Explanation of Key Tools/Methods
- Summarize the tools/software used and the specific work processes.
# Action Proposals
- [ ] Organize all practical tools and methods mentioned during the training.
- [ ] Extract valuable points and specific action proposals for the team.
🗃️ Manage custom templates
Change access permissions for custom templates
- Hover your cursor over the template and click ⋯ > Permission management.
- In the permission settings dialog, set the access permissions for this template.
⇒ Templates shared with other members will be moved to the Workspace tab.
⇒ Templates that are no longer shared with other members will be moved to the Private tab.
Edit custom templates
- Hover your cursor over the template and click ⋯ > Edit to open the template editing screen.
- Once editing is complete, click the Save button in the bottom right of the editing screen to save the changes.
Notta Mobile App
- Tap ⋯ > Edit to open the template editing screen.
- Once editing is complete, tap the Save button in the bottom right of the editing screen to save the changes.
Duplicate custom templates
Hover your cursor over the template and click ⋯ > Duplicate to duplicate the template.
Notta Mobile App
Tap ⋯ > Duplicate to duplicate the template.
Delete custom templates
Hover your cursor over the template and click ⋯ > Delete to delete the template.
Notta Mobile App
Tap ⋯ > Delete to delete the template.
🧷 FAQs
- Free Plan: Cannot create custom templates.
- Pro Plan: Up to 5 can be created. When the limit is hit, you can make new templates by removing any you no longer need.
- Business Plan: There is no limit to the number of templates you can create.
- Enterprise Plan: There is no limit to the number of templates you can create.
The Pro Plan is for individual use, so the sharing function between members is not available. Therefore, you cannot create custom templates in the "Workspace" tab with the Pro Plan.