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Documentation Index

Fetch the complete documentation index at: https://help.uninote.ai/llms.txt

Use this file to discover all available pages before exploring further.

In the editor, you can set the format, prompts, and custom fields for meeting summaries.

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Things to Check in Advance

  • Decide on the type of summary you want to produce (e.g., decisions, ToDos, risks, etc.).

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Steps: Open the Editor

  1. Open the [Editor] screen.
  2. Click on [Format] and then [+ New Format].
  3. Enter the format name and click [Create].

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Create a Prompt

A prompt defines how to structure the summary with blocks for the format you created. By writing instructions for each block, the AI generates the summary in that format.
  1. Open [Prompt] and select the format you want to edit.
  2. Choose how to use the template.
    • Use the default template as is
    • Add custom blocks based on the default template
    • Construct using only custom blocks without a template
  3. Select the type of block to add.
    • Plain Text
    • Bullet Points
    • Numbered List
    • Table with Borders
  4. Enter more detailed instructions in the box below the block.
    • Example: Please summarize the issues and needs heard from the customer in bullet points.
    • Example: Describe the overall summary of this meeting and the most important points.
  5. Check the summary preview in [Preview].
  6. If everything looks good, click [Update] to finish.
You cannot add, delete, or modify the default template. After selecting a template, you can edit the content each time.

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Select a Format in Meetings

  1. Open [+ New Meeting] in Meetings (or the target meeting).
  2. Click [Edit].
  3. Select the format you created in [Format] and update it.

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Set Up Custom Fields (Optional)

Custom fields are items defined for integration with external tools like Salesforce (e.g., project name, product, deal stage, etc.). This is a separate function from the AI summary blocks.
  1. Open [Custom Fields] in the editor.
  2. Click [+ New Field].
  3. Set the field name, field ID, and field type, and select the format to apply.
  4. Click [Add Field] to finish.

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Further Utilization