The quickest way to create a Template is to ask our AI to do it for you. By providing a short description of what you need, our AI will create a first draft, so you don’t have to start from scratch. You can then further edit the Template to suit your specific needs.

In this guide, we’ll cover:

  • How to get started with an Template Getting started with AI-generated custom templates
  • Creating a template from scratch with your own descriptions
  • Tips for crafting effective prompts
  • Customizing and saving your template for future use

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Getting Started with AI-Generated Custom Templates

When creating a Template, it may feel daunting to start from scratch and manually crafting each section. A quicker way to get started is to simply describe the structure and content that you’re after, and our AI will create a skeleton for a Template for you.

How it works:

  1. Navigate to your conversation: Choose a conversation where you want a structured note format.
  2. Customize your template: Click on “Customize Template” and then select ‘+’ to create a new template.
  3. Explore the provided prompts: These prompts are designed to spark ideas. By clicking on them, you can see how to phrase your description to get the desired output. Detailed prompts help the AI produce a more accurate template.
    1. Reference call notes
    2. Hiring Manager check-in
    3. Job description from intake call
    4. Debrief multiple candidates
    5. Panel interview
  4. Generate your template: After inputting your description, click ‘Generate Template’. You’ll see the sections populated based on your input, which you can further customize in real-time using the Preview option.
  5. Add additional sections: From the generated template, it is easy to modify it as you please. For example, you could add a “Follow up emails’ section where you generate personalized emails for each candidate based on the conversation.
  6. Save and reuse: Once satisfied, save your template. You can then use it for future notes, ensuring consistency and efficiency in your documentation process.

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Generate a template from your own description

If you already know exactly how you want your notes structured, you can write your own descriptions to generate a template.

Crafting your own descriptions:

  • Context is key: Include details giving the context of the call (whether its an interview, role intake, general meeting), technologies discussed, or any specific focus areas.
  • Example description: “Provide a summary of the small talk at the beginning, an introduction to the candidate’s background, including hobbies or activities they enjoy outside of work. Describe each role they held, what the company did, who they reported to, and an example project. Include a list of all the questions the candidate asked”.
  • Add decisions points: Incorporate a final section for decisions like ‘Would you hire this candidate’ with a yes/no option.

Save and organize: Once you’re happy with your custom template, save it and organize it into folders for easy access. This helps in maintaining a library of templates for different types of conversations.

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Conclusion

Using AI to generate custom templates is a game-changer for structuring your notes efficiently. By simply providing a short description, you can create detailed, structrued templates that save you time and ensure you capture the most important information.

Next Steps:

  • Experiment with promps: Start small and gradually add more detail as you refine your template.
  • Reach out for help: Have a specific use case in mind? Email olivia@metaview.ai and I’ll help you craft the perfect prompt. Alternatively, share the promps you’ve used successfully so others can benefit.