What are Templates and how do I view/change them? (Recordings) 📑

A template is a list of instructions on how a summary should be produced by Magic Notes. Templates help structure your Magic Notes by summarising and organising your conversation into notes.

A template tells your Magic Note:

• Which headings and sections to use
• The order notes should appear in
• How much detail to include (short vs. detailed)
• The language and formatting style (e.g. bullet points vs. prose)
  
   

There are two types of templates available:

1. Bespoke Templates - Designed with your organisation to match internal report formats, making sure Magic Notes highlight what’s most important.
2. General Summary - Automatically adapts to your conversation, grouping key themes into a clear summary.
   
    

How do I view my list of available Templates/Change templates?

To view your list of templates and change it, you'll need to be viewing a Magic Note you've already made. The process for viewing and changing templates for Magic Note recordings and Magic Reports is similar but different. 

NOTE: you won't be able to view using the 'Onboarding' example Magic Note that you see when you login for the first time. 

1. Open Magic Note: Open and view the Magic Note you wish to change the template of. 

2. Find which Template is currently being used: Below your note's title, and above the Magic Note summary, you'll see a table. This table will show you:

   1. Recording and transcript
   2. Template that is currently being used.

   It will look something like this: 
   

3. Click on the grey downward arrow: To the right of this row, you'll see a grey downwards arrow that will show a dropdown list. Click on the arrow to show your list of available templates. 

   

4. Choose New Template: Click the template you want to apply.
5. Template Updated: When you select a new template, your Magic Note will re-write and the new template will be applied.

Top Tip: Select your template first, before adding any other content.

How do I request a new Template?

Template requests can only be made by managers or service leads through the Template Centre. If you do not have 'Templates' as an option, it means you do not have access to the template centre.

If you are not a template manager: Please speak with your manager about what template you would like built and submit a request to your orgs allocated template manager. Once they've approved your request, they will then submit it to our Prompt Engineering team using Magic Notes. To find out who your allocated template manager is, please contact support at [e-mail] . 

If you are a template manager: Please submit a request for a new template through the template centre. View this guide on how to do so. 
 

How do I request a change to an existing Template?

Template iterations can only be made by managers or service leads through the Template Centre. If you do not have 'Templates' as an option, it means you do not have access to the template centre.

If you are not a template manager: Please share your feedback with your template manager who will be able to submit a template iteration directly through Magic Notes to our prompt engineering team. To find out who your allocated template manager is, please contact support at [e-mail]. 

If you are a template manager: Please submit a request for a template iteration through the template centre. View this guide on how to do so. 

FAQs

Can I switch between templates?
Yes - you can change templates as often as you like and revert back to previous templates

How many templates can we have?
As many as your organisation finds useful

Can I select a template before my meeting?
No - templates can only be applied once a Magic Note has been created

Can I create my own templates? 
No - Templates must be built by our prompt engineering team and must come through your template manager