Enhanced note templates

Enhanced note templates help you control summary structure and detail level.

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Create a template

1. Select your organization from the top left.
2. Open Settings.
3. Go to Data Models.
4. Create a new template.
5. Enter a template name.
6. Add a context with your custom instruction.
7. Save the template.

You can also create one from a voice note: click the template chip next to the note title, then New template.

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Apply a template to a voice note

For each audio-based note, you can select or change the template based on your needs.

1. Open the voice note on web.
2. Click the template chip next to the note title.
3. Under Note templates, select the template to use.
4. Confirm. The AI summary is generated again with this template.

Template examples:

• site visit
• site meeting
• estimate preparation

This gives you better control over highlighted fields and makes document reuse easier.