👉Access the prompts

🎯 Objective of this page

This page explains what prompts are, how to use them, and how to create custom prompts to automatically tailor your meeting notes to your needs.

You will learn:

• what a prompt is,

• how to use predefined prompts,

• how to create a custom prompt,

• how to organize your prompts in your library,

• how to manage permissions and editing rights.

📘 1. What is a prompt?

1.1. Definition

A prompt is a template that tells Upmeet how to structure the meeting notes.

It defines:

• the style of the summary,

• the sections to include,

• the length of the content,

• the context of the meeting.

1.2. What is it for?

Prompts allow you to:

• generate notes tailored to your organization,

• standardize meeting analyses within your team,

• save time on rephrasing,

• ensure consistency across different meetings.

Examples of use:

• General assembly

• Sales meeting

• Management committee

• Code Review

• Project meeting

📚 2. Upmeet’s predefined prompts

2.1. What is it?

Upmeet offers a series of ready-to-use prompts designed for the most common use cases.

These prompts serve as examples and can be used as is.

2.2. Examples of provided prompts

• General assembly

• Code Review Meeting

• Board of Directors

• And other prompts suitable for common situations

2.3. What are they used for?

• Start quickly without creating your own prompt

• Understand the possible structure of a meeting note

• Get inspired to create your own templates

✏️ 3. Create a custom prompt

You can create your own prompts to tailor meeting notes to your internal processes.

Upmeet offers two creation modes:

🧠 3.1. Assisted Mode (recommended)

What is assisted mode?

It’s an interactive tool where Upmeet guides you step by step to create a structured and effective prompt.

How to create an assisted prompt?

1. Click on Create (at the top right of the library).

2. Select Assisted.

3. Fill in the following fields:

   • Name of the prompt

   • Context of the meeting

     (e.g., "Sales meeting between X and Y")

   • Sections of the meeting notes

     (separated by commas: Summary, Actions, Decisions, etc.)

   • Content size

     (e.g., maximum 500 words, minimum 1000 words)

4. Define visibility and rights options:

   • Visibility: Only me or Team

   • Editing rights: Me only or Entire team

   • Default prompt (optional)

5. Click on Finish.

Your prompt will appear immediately in your library.

📌 3.1.1 Import an example (meeting notes template)

👉Access the import

If you already have a sample meeting notes (your internal template), you can import it as an example so that Upmeet automatically generates a prompt suitable for your structure.

Steps:

1. Go to the Prompts tab

2. Click on Create

3. Click on Import an example

4. Copy/paste the content of your sample meeting notes into the Example Meeting Notes section

5. Click on Generate the prompt

6. Click on Continue

7. Once the prompt is displayed, make any adjustments if needed, then click on Finish

Best practices:

• Use a representative example (titles, sections, vocabulary, tone).

• If necessary, anonymize sensitive information (names, emails, amounts).

✍️ 3.2. Manual Mode

What is manual mode?

You write the prompt text yourself, without guidance from Upmeet.

What is it for?

• For advanced users

• To completely customize the structure or tone

• To create complex prompts

How to proceed?

1. Click on Create.

2. Select Manual.

3. Write your prompt freely.

4. Set visibility and editing rights.

5. Save.

🗂️ 4. The prompt library

4.1. What is the library?

It’s the space where all your prompts are gathered:

• Upmeet prompts,

• your personal prompts,

• your team's prompts.

4.2. Available features

• Search for a prompt by name

• Filter prompts

• View My Prompts

• View team prompts

• Open, edit, or reuse a prompt

4.3. Why organize your prompts?

• Facilitate the reuse of the best templates

• Standardize team meeting notes

• Save time when creating meetings

🔐 5. Visibility and editing rights

5.1. Visibility

You can decide who can see a prompt:

• Only me

  The prompt is private and does not appear in the team library.

• Team

  All members of your team can use the prompt.

5.2. Editing rights

You can choose who can modify the prompt:

• Me only

• Entire team

  (useful for collaborative templates)

⭐ 6. Built-in examples

In the creation window, a Examples tab is available to:

• view already configured templates,

• understand how to structure a prompt,

• get inspired by high-performing prompts.

✔️ 7. Summary of available actions