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How to Use AI to Translate, Rework, and Share Consultation Notes

Use Threads in Lupa to translate, reformat, or summarise consult notes—while keeping the original untouched and easy to toggle back to.

Updated over 4 months ago

Lupa’s Threads feature helps you quickly transform consult notes—whether you’re translating, reformatting, or creating client summaries.

What Is a Thread?

A Thread is a separate version of your consult note where you can:

  • Translate it into another language

  • Reformat using a different template

  • Create a simplified or client-friendly summary

Your original note stays unchanged, and you can switch between versions at any time.​​

How to Start a Thread

  1. Click the '+' Plus button above your consult notes.


Choose one of the following:

  • Create a new thread – to run a new AI instruction (e.g., translate, rewrite)

  • Apply new template – to reformat using a different note structure


Examples of What You Can Do:

Translate Notes into Another Language

  • Start a new thread

  • In the message box, type:
    "Translate to French" (or any language)

  • A translated version will appear—you can toggle between it and the original

Reformat Notes Using a Different Template

  • Start a thread and select Apply new template

  • Pick your preferred note structure

  • Perfect for switching between internal and client-facing formats



Create a Client-Friendly Summary

  • Start a new thread

  • In the message box, type:
    "Create a take-home summary"

  • The AI will rewrite the notes into a clear, easy-to-read version you can share with clients


​Threads are a powerful way to make your notes more useful—without ever losing the original.

Need a hand with translating? Watch this video walkthrough for step by step help!

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