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Personalization & Extensions

Prompts & Library

The Upmeet Prompt Library is a centralized system for defining how meeting notes are structured, styled, and summarized. By using prompts, teams can ensure consistency, save time on rephrasing, and tailor outputs to specific organizational needs.

1. Understanding Prompts

A prompt is a template that dictates the structure of meeting notes. It defines:

  • Style: The tone and format of the output.
  • Sections: The specific headers or categories to include (e.g., Summary, Actions, Decisions).
  • Length: Constraints on content size (e.g., word counts).
  • Context: The nature of the meeting (e.g., Sales, Code Review, Board Meeting).

2. Creating Custom Prompts

Upmeet provides three primary methods for creating custom templates:

An interactive, step-by-step guide to building a prompt.

  1. Define: Name, Context, Sections (comma-separated), and Content Size.
  2. Configure: Set visibility (Only me/Team) and editing rights (Me/Entire team).
  3. Finalize: Save to the library.

B. Import an Example

If you have an existing internal template, you can use it to generate a prompt automatically:

  1. Navigate to Create > Import an example.
  2. Paste your sample meeting notes.
  3. Click Generate the prompt.
  4. Review, adjust, and save. * Best Practice: Use representative examples and anonymize sensitive data before importing.

C. Manual Mode

For advanced users who require full control over the prompt text and structure.

3. Library Management & Permissions

The library acts as a repository for Upmeet’s predefined prompts, your personal prompts, and team-shared prompts.

Visibility & Rights

  • Visibility:
    • Only me: Private; hidden from the team.
    • Team: Accessible to all team members.
  • Editing Rights:
    • Me only: Restricts modification to the creator.
    • Entire team: Enables collaborative template management.

4. Quick Reference: Available Actions

Action Description
Use a prompt Generates notes based on a selected template.
Assisted Creation Guided setup for structured templates.
Manual Creation Free-form text entry for advanced customization.
Import Example Auto-generates a prompt from existing notes.
Search/Filter Quickly locate templates by name or category.
Manage Rights Control who can view or edit specific prompts.

5. Key Resources