Prompts & The Chat Bot in Magic Notes 💬

One of the most powerful features in Magic Notes is our Chat Bot 💫

You can write instructions or requests - called prompts - to help you make the most of your notes and reports. 

Using prompts, you can ask the Chat Bot to make changes to your summaries, create new content, or answer questions based on what's written in your Magic Notes.

🎥 Watch this video on how to use Chat!

What You Can Do 💬

When you open a Magic Note or Report, you can use the chatbot to: 

1. Make changes to your summary
Ask the Chat Bot to rework or adjust your writing.
Example: “Could you rewrite this from my point of view?”

2. Generate new content
Get the Chat Bot to draft letters, reports, or statements for you.
Example: “Write a letter to the child about this meeting. Use language a twelve-year-old would understand.”

3. Ask questions
Quickly find details without re-reading the whole note.
Example: “What equipment did the client say they used for mobility?”

Top Tip 🪄 Be as clear and specific as possible with your prompts - the clearer your requests, the better the result.

How To Use the Chat ⁉️

1. Navigate to a Magic Note

   

2. Find chat – you’ll see the chat feature on the right side
   

3. Give Magic Notes your Prompt
   
4. View the Output - Magic Notes will do what you ask!
   

The Cheat Sheet! 🎉

 
The Chat function is the best way to personalise your Magic Notes! Next time you’re using Magic Notes, give it a try! 

Below are some more examples of 3 types prompts we would recommend using! 

Changes to the Summary ✏️ 
These help you edit or refine your existing content in your Magic Notes. Use them to correct names, add details, remove information, or adjust the tone or structure of the writing 

• Change Jemma to Gemma
• Add some quotes from the transcript and format them in bold
• Remove any references to John’s work 
• Redact the name John
• Add a heading about their struggles and populate it with information 
• Rewrite in first person 
  
   

Generating Content 🪄
These prompts help you create new content from your existing Magic Notes to help you with any follow up from your meeting. Use them to create letters to referrals, summary of action points, and translate to different languages. 

• Write a draft letter to the GP about this meeting
• Write an email to my colleague about the meeting
• Write a letter to the child discussed. Use friendly language and language a twelve-year old would understand
• Write out a GROW assessment of this meeting
• Translate the letter to Romanian

Ask Questions ❓

These prompts help you quickly find or clarify information within your Note. 

• What actions were discussed in the meeting?
• Were there any contradictions in the discussion?
• What did the client say about London?
• Who was present in the meeting?
• What medications were mentioned?
• Did Samantha give her daughter’s age?
   

Reverting changes 

You can always revert any changes that you made. Click on ‘Note edits’ and remove the changes. We'd recommend undoing any changes you don't like, before trying a new prompt!

Resetting Summary 

If you want to remove all the changes and reset your summary, you can do this by clicking on the top right three dots, next to ‘For Review’ and clicking on ‘Reset Summary’ 

Saving your prompts ‘Your Prompt’s folder 

You can save and reuse your frequently used prompts via Chat. See this help centre article for more information. 

If you experience any errors while attempting to utilise the Chat feature with prompts or edits, please try refreshing your browser page. If this doesn't resolve the issue, please don't hesitate to get in touch by clicking contact us on Magic Notes!