When you create a new collection or edit an existing one, you'll see two options with text fields underneath:

1) Instructions to customize summaries

2) Auto-add calls to collection.

Let's go over what each of these means and what purpose it serves.

Example of an instruction

Imagine having a collection named "Sales Calls". Every single time you're reviewing notes from a sales call, you want to create a follow-up email. Or you want the AI generated summary to change into a completely different structure.

And every time, you have to give the same prompt to Ask Wudpecker to perform one of those actions.

But there is a way to give Wudpecker a prompt only once, and perform the same task with only one click in the future or completely automate it.

Here's how.

Step 1: In the collection settings, toggle on "Instructions to customize summaries".

Step 2: Write down your prompt/instruction and click Save.

Step 3: From now on, there are a couple of ways the summary will be updated:

Here's an in-depth guide for how to write good prompts for personalizing your summaries.

Example of a prompt for auto-adding calls to collection

Any future meeting notes that will be generated on Wudpecker will automatically be assigned to the collection if your prompt applies to them.

Wudpecker can figure out if a call should automatically be assigned to the collection based on...

For example, if you have a meeting called "User interview with Michael", and you recorded with the notetaker bot, and one of the participants attended the meeting with their email "michael@acme.com", either of these prompts would automatically assign that call to your collection:

Here's how to use the feature:

Step 1: In the collection settings, toggle on "Auto-add calls to collection".

Step 2: Write down your prompt/instruction and click Save.