👉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 minutes 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 minutes.

It defines:

• the summary style,

• 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 minutes tailored to your organization,

• standardize meeting analyses within your team,

• save time on rewording,

• ensure consistency between different meetings.

Examples of uses:

• General Assembly

• Business Meeting

• Executive 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 suited to common situations

2.3. What are they for?

• Start quickly without creating your own prompt

• Understand the possible structure of a meeting minute

• Get inspired to create your own templates

✏️ 3. Create a custom prompt

You can create your own prompts to tailor the minutes to your internal processes.

Upmeet offers two creation modes:

🧠 3.1. Assisted Mode (recommended)

What is assisted mode?

It is 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 (in the top right corner of the library).

2. Choose Assisted.

3. Fill out the following fields:

   • Name of the prompt

   • Context of the meeting

     (ex: "Business meeting between X and Y")

   • Sections of the minutes

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

   • Content size

     (ex: maximum 500 words, minimum 1000 words)

4. Define visibility and rights options:

   • Visibility: Only me or Team

   • Writing rights: Only me or All team

   • Default prompt (optional)

5. Click on Finish.

Your prompt immediately appears in your library.

✍️ 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 fully customize the structure or tone

• To create complex prompts

How to proceed?

1. Click on Create.

2. Choose Manual.

3. Write your prompt freely.

4. Configure visibility and editing rights.

5. Save.

🗂️ 4. The prompt library

4.1. What is the library?

It is the space where all your prompts are grouped:

• Upmeet prompts,

• your personal prompts,

• your team’s prompts.

4.2. Available features

• Search for a prompt by name

• Filter the prompts

• View My Prompts

• View team prompts

• Open, modify or reuse a prompt

4.3. Why organize your prompts?

• Facilitate the reuse of the best templates

• Standardize team minutes

• 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. Writing rights

You can choose who can edit the prompt:

• Only me

• All team

  (useful for collaborative templates)

⭐ 6. Built-in examples

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

• view pre-configured templates,

• understand how to structure a prompt,

• get inspired by high-performing prompts.

✔️ 7. Summary of available actions