> ## 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.
# Setting Up Formats
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 what type of summary you want to output (e.g., decisions, ToDos, risks, etc.).
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### Steps: Open the Editor
1. Open the \[Editor] screen.
2. Click on \[Format] → \[+ 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 created format. By writing instructions for each block, the AI will generate 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 blocks 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 gathered from the customer in bullet points.
* Example: Please provide a summary of the entire meeting and the most important points.
5. Check the summary preview in \[Preview].
6. If everything looks good, click \[Update] to finish.
The default template cannot be added to, deleted, or edited. Please select a template and edit the content as needed.
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### Select a Format in the Meeting
1. Open the calendar and click on \[+ New Meeting] (or the relevant meeting).
2. Select the format you created in \[Format] and update it.\\
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### Set Up Custom Fields (Optional)
Custom fields are defined items 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 on \[+ New Field].
3. Set the field name, field ID, and field type, and select the applicable format.
4. Click \[Add Field] to finish.\\
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### Further Utilization
* 🏷️ [**Create and Manage Tags**](/en/taguwosuru)
* 📚 [**Register Words in the Dictionary**](/en/niwosuru)