Enhanced note templates help you control summary structure and detail level.
Create a template
- Select your organization from the top left.
- Open Settings.
- Go to Data Models.
- Create a new template.
- Enter a template name.
- Add a context with your custom instruction.
- Save the template.
Apply a template to a voice note
For each audio-based note, you can select or change the template based on your
needs.
Template examples:
- site visit
- site meeting
- estimate preparation
This gives you better control over highlighted fields and makes document reuse
easier.
Need help writing a voice note prompt? Contact us with your use case, and we
can help you design the right template.
