Templates

A template is your own recipe for what AI makes from a note: a name and instructions that describe the sections, order, length and tone you want.

Create a template

1. Open Templates in the sidebar (under Manage).

2. Click New template, or start from a suggestion - Weekly status, Client call notes, Standup or Idea brief - and make it yours.

3. Give it a name and write the Instructions, for example:

   Three sections: Done, Doing, Blocked. Short bullet points. End with the next deadline if one is mentioned.

4. Save it.

Use it

• On a note: click Create on the note and choose your template. See Create a summary, email or more from a note.
• On every new recording: under Apply to new recordings on the Templates page, pick a template. Each new recording gets an output made with it once it’s transcribed.

Anything the template asks for that the note doesn’t say is left out or shown as a [placeholder] - AI only uses what the note says.

Good to know

• Editing a template later doesn’t change outputs already made with it. Deleting one keeps its outputs.
• Templates are private to you. You can have up to 50.
• Your own templates are included in the paid plans. After a downgrade you can still see and delete them, but not use them.