Mastering the New Note Editor: A Guide to AI-Powered Reports
Our latest update introduces a powerful new note editor, designed to streamline your workflow and transform your meeting notes into structured, insightful reports. This guide will walk you through the key features and provide a step-by-step process for using the new editor to its full potential.
Key Features
AI-Powered Report Generation: Let our AI do the heavy lifting. Generate comprehensive reports from your meeting transcripts with a single click.
Customisable Templates: Create and save your own templates for different types of meetings, or use and adapt our new default templates.
Dynamic Data Extraction: Use simple square brackets [] to pull specific information directly from your transcript, such as [attendees], [summary], or [salary expectations].
Natural Language Formatting: Instruct the AI on how you want your report to look. Use natural language to request bold headings, bullet points, and paragraphs.
Confidentiality Control: Keep sensitive information private by instructing the AI to exclude names or company names from your reports.
Seamless Integration: Sync your generated notes and reports directly back to your Applicant Tracking System (ATS).
Getting Started: A Step-by-Step Guide
Follow these steps to create your first AI-powered report:
Navigate to Note Templates: Access the note templates section from your dashboard.
Choose or Create a Template: You can either start with one of our new default templates and duplicate it, or create a new custom template from scratch.
Name Your Template: Give your template a descriptive name, such as "Client Job Brief" or "Candidate Reference Check."
Instruct the AI: In the "Tell us a little bit about the note" section, provide clear instructions to the AI. For example: "Create a report for a job brief, including any information on the role. This is a conversation with a hiring manager."
Structure Your Template: This is where the magic happens. Structure your template using a combination of static text and dynamic data tags. Use square brackets [] to pull information from the transcript. You can also use natural language to format the output.
Different ways to use the editor.
The image above shows how structured you can return the data, but it's not a requirement. If you want to let the AI work a little bit more you can stick to just completing the first text box "Tell me us a little bi about this note"
This will let the AI generate the note template and is perfect for less structured calls. Great examples would include:
This is a reference write each question as bold and summarise the answer
I'm speaking with a hiring manager, list each of my questions as a header and then write bullet points below.
This is a job brief that I'm sending to a candidate, list the skills required, perks, salary and any other interesting points making sure not to mention the hiring managers name or the companies name.
Video Tutorial
For a more in-depth walkthrough, watch our video tutorial below:
Conclusion
The new note editor is a powerful tool that can save you time and help you create more effective reports. We encourage you to experiment with different templates and instructions to find what works best for you. As always, we welcome your feedback as we continue to improve our platform.