Prompt Ideas and Guidance – Help Centre

This guide provides suggested prompts, tips and best practices to help you get the most out of Magic Notes. It includes examples for shaping summaries, generating SMART targets, drafting communications, rewriting summaries for specific audiences and using the chat box effectively.

1. Editing a General Meeting Recording Template

To adapt a General Meeting summary with your preferred headings or level of detail, you can use prompts such as:

Prompt 1: Apply Structured Headings

Ask Magic Notes to rewrite the summary using a set structure. For example:

“Rewrite the summary, capturing everything that was said, and organise it into the following numbered headings:

Background
1.a Goals
Cognitive
Communication
Physical health
Self-care”

Prompt 2: Add Subheadings

List any subheadings you would like added. For example:

“Add subheadings for ‘Needs’ and ‘Strengths’ within each section.”

Prompt 3: Add Additional Sections

If a section is missing, you can add it afterwards. For example:

“Add section 6 titled Actions, and include the action owner and the deadline.”
“Add a final section summarising the meeting as a whole.”

2. Creating SMART Targets (or any other framework)

To convert recommendations into SMART targets, use the following prompt:

“Give me these recommendations as SMART targets. Update this in the [summary / chat box].”

Replace the bracketed text with your preferred location.

3. Rewriting the Summary for Someone Else (for example, a Child)

Magic Notes can rewrite a summary for a different audience, such as a child or young person. For best results and consistency:

Before rewriting:

Make as few edits as possible beforehand, ideally only name changes.
Avoid making a large number of changes before altering the layout, as this can increase the risk of inconsistencies.

Then use a prompt such as:
“Rewrite the summary addressed to the child.”

To tailor the level of language:

“Rewrite the summary as a letter addressed to the child, using language suitable for a reading age of 7.”
or
“Rewrite the summary using friendly language suitable for a twelve-year-old.”

4. Additional Useful Prompts

Magic Notes can support a range of tasks beyond summarising.

Search the Recording

Ask questions about anything discussed in the transcript, for example:

“What did [person X] say about their son’s mobility?”
“What medical conditions does the service user have and what medications do they take?”
“Who was present in the meeting?”
“Did Samantha give her daughter’s age?”
“What actions were discussed in the meeting?”
“Were there any contradictions in the discussion?”
“What did the client say about London?”

Add Direct Quotes

“Update the summary with direct quotes from [person X] about [topic Y]. Minimum [X] quotes.”

Incorporate Additional Text

“Incorporate this into the summary: [paste text]. Add it within the existing headings.”

Short sentences work best.

5. Drafting Communications

Magic Notes can help you create clear and professional communications, such as:

Letter to a GP:
“Write a draft letter to the GP about this meeting.”
Email to a colleague:
“Write an email to my colleague about the meeting.”
Letter to a child:
“Write a letter to the child discussed. Use friendly language that a twelve-year-old would understand.”
GROW assessment:
“Write out a GROW assessment of this meeting.”
Translation:
“Translate the letter into Romanian.”

6. General Guidance for Effective Prompting

To get the best results:

Be as specific as possible.
Keep instructions concise. If you want to make several changes, it is better to separate them.
If a prompt does not work, delete it, reword it and try again.
Specify if you want the change within the summary or within the chat.
- "Rewrite the summary", "Write in this chat"
Avoid making more than around ten changes to a summary, as this can sometimes confuse Magic Notes.
(You can ask unlimited questions in the chat. This limit only applies to edits within the note.)

7. Final Tips

If there is something you want changed, simply ask in the chat box.
If Magic Notes can do it, it will! Give it a go!
If your note appears to be stuck "rewriting" or "thinking", please try to refresh the page. If it has not updated, please get in touch.

Disclaimer

Magic Notes is not ChatGPT, Google or other search browsers. It cannot access or provide information outside the meeting transcript or your organisation’s knowledge base, if this is enabled.

Magic Notes does not provide professional advice or recommendations.

Generative AI behaviour may vary. Not all prompts will work the same way every time, and results may differ between summaries.

If you regularly need to adjust General Meeting headings, the most reliable approach is to request a custom template for your organisation.

For more information, please contact beam@magicnotes.ai.