https://www.youtube.com/watch?v=3DUDATDtCxQ

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A Notes Template is basically a group of prompts.

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Each section is like a “ChatGPT prompt” you can define, and Piper will answer that prompt from the information it finds in the transcription.

We have allowed the creation of different templates to suit different types of meetings you will have.

📝 Changing the Default Note Template

In Settings > Note Templates you can quickly change the default template. This template is the one Piper will automatically choose for all your meetings if you didn’t specify another one (manually from Activity page).

💡 Creating or Modifying a Note Template

Create a Note Template is very easy from Settings (both Admin and Standard users can do it)

🔗 Assigning a Note Template to an Activity

In Settings, you can define which Notes Template will be used by default. In addition, in Activity, you can assign a specific Notes Template to an individual call (as shown below).

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Templates are currently shared with your team.

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