You can watch the video or read the text guide below to understand more on how to prompt within the chat feature and how it can help your summaries. We have two formats available to suit your learning style.
Video Guide
Text Guide
Welcome to your advanced Beam Notes training guide! Once you've mastered the basics, understanding how to use prompts effectively is the best way to get the exact output you need.
This guide covers the most common prompt types for new users and provides actionable tips on how to write them.
1. Adjusting the Level of Detail
Finding the perfect balance of detail in your templates can sometimes be tricky. Fortunately, you can use prompts to adjust the length and depth of your summaries in either direction.
Making Summaries More Concise
If your document feels a bit too long, you can prompt Beam Notes to strip away unnecessary bulk without losing the core message.
Example Prompt:
"Remove detail from the summary."Example Prompt:
"Make the summary more concise."
Adding More Depth
If a summary feels too brief, Beam Notes can pull extra context directly from your transcript. Note: This does not "bloat" the text with fluff; it simply extracts additional factual points from the conversation.
Example Prompt:
"Add more detail to the summary."
Target Specific Missing Information
If you notice a specific point from your conversation was left out of the summary, you can ask for it explicitly.
Example Prompt:
"Add information about Leah's second job to the summary."
2. Eliminating Repetition
Occasionally, a template might repeat the same information across different sections. While you can manually highlight and delete this text, a quick prompt can clean up the entire document instantly.
Example Prompt:
"Remove all repetition from the summary."
What happens next: Beam Notes will scan the document, remove duplicate insights, and ensure subsequent sections don't repeat previous details.
3. Changing Language, Tone, and Style
The tone of your summary should match your specific audience. If the initial draft feels too formal, overly positive, or dense, you can describe exactly how you want it rewritten.
Style & Tone Examples:
For readability:
"Rewrite in very simple English so that it's easy to read."For client care:
"Rewrite using supportive language."For professional clarity:
"Rewrite using clear, jargon-free, and neutral language."
4. Power User Tip: Combine Multiple Instructions
You don’t have to submit your prompts one by one. In fact, you will get faster, cleaner results by stacking your instructions into a single prompt. Simply separate your commands with a period.
The "All-in-One" Prompt Example:
"Add more detail to the summary. Remove all repetition. Use very simple English."
Beam Notes will process all three instructions simultaneously, saving you time and API tokens.
5. Improving Your Global Templates (Feedback)
Prompts are fantastic for quick, on-the-fly edits. However, if you find yourself typing the same prompts over and over again, it means your base template needs an adjustment.
Need more help? Get in contact by launching live chat or emailing us via support@beam.org.
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