Ability to create and save custom prompts templates in settings that can be applied in the Summary/Detailed Summary based on the way we want.
complete
Julian Pscheid
updated the status to
complete
You can shape your detailed notes and summary yourself with custom session types in 3.13.0. Describe the kind of conversation and what you want from your notes, for example DAP or SOAP format, a numbered follow-up list, or a candidate pitch, and Hedy organizes the detailed notes under matching headings and focuses the summary on what you asked for. Set them up under Settings > Personalization > Custom session types (Hedy Pro). To use a different one after a meeting, pick it from the session type dropdown in the session's Details tab and regenerate the summary and notes. The summary keeps its usual layout and only the detailed notes take your headings.
Julian Pscheid
Merged in a post:
Customizable Meeting Minutes Templates (SOAP, DAP)
Julian Pscheid
Currently, Hedy generates meeting minutes with a standard template. We want to expand this functionality to support multiple professional note-taking templates and provide flexibility for different meeting types and professional needs.
Add support for predefined professional templates:
* SOAP Template (Subjective, Objective, Assessment, Plan). Ideal for medical consultations, therapy sessions, and healthcare-related meetings
* DAP Template (Data, Assessment, Plan). Useful for counseling, social work, and professional coaching sessions
Key Capabilities:
* Per-session template selection
* Predefined templates for different professional contexts
* Automatic restructuring of meeting minutes based on selected template
* Preservation of key meeting details and insights
User Experience:
When generating meeting minutes, users would see a dropdown or selection screen with template options:
* Default Meeting Minutes
* SOAP Template
* DAP Template
Benefits:
* Increased flexibility for professionals
* Standardized note-taking across different fields
* Improved organization of meeting insights
* Tailored documentation for specific professional needs
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Lucho
It is an interesting and appropriate suggestion.
With more than 15 years of expérience doing meeting reports, by far the most useful template for projects is the Follow-Up. It is composed of a record of achievements (points completed + completion date) and a follow-up summarize of new pending points which must include: What, Who (in charge of doing) and desirable When (deadline). Every point has to be numbered.
A good complement is having the ability to export the meeting minutes in a editable format like markdown or more specific (docx, xlsx) to polish the summary/report and send it by email to the attendees.
Julian Pscheid
Hi Samuel Hong, interesting suggestion. Could you expand on the use case some more so I can make sure I understand it correctly?
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Samuel Hong
Julian Pscheid Hi yes for example, some of the other recording AI notetaker apps I use allow custom note templates. Because not all meetings or recordings are the same (sales, technical discussions, lectures, etc). I know Hedy allows us to choose "Session Type" and also allow "Custom Quick Prompts" for the session Chat. But I would prefer if we could create custom prompts for notes so under the "Detail" section of each session, it would provide the detailed notes in the way we specifically want. I sometimes use different note template prompts for organizing in different sections and headers, or focusing more on action items, or in a specific tone, etc.
Julian Pscheid
Samuel Hong That makes sense! Thanks for sharing that.
How would you envision setting which template to use? Would you want to link it to the session type, or be able to set it on a meeeting-by-meeting basis?
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Samuel Hong
Julian Pscheid I was thinking it would make most sense to be able to select the template to generate AFTER the full recording of each meeting. So after recording is complete, we can see the default Summary. And then maybe when choosing "Detailed Notes", we can select one of the saved note templates. And if we want to switch to a different template, allow to regenerate the "Detailed Notes" in a different template etc
Julian Pscheid
Samuel Hong That's a good approach, I like that. Thanks!
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Francis Lacoste
Julian Pscheid I like Samuel Hong approach for the detailed notes. I think I'd also be interested in a per-session type custom prompt for the meeting summary generated.
Stephan
Why not allow custom templates? I run a recruitment agency and would like to extract the key information of candidate calls, write a draft for a candidate pitch summary etc.