Efficlose

Applying Prompts

Applying prompts to recordings, prompt results, regenerating with prompts, prompt templates, custom prompt library.

Applying Prompts

Applying Prompts to Recordings

Use your custom prompts to generate specialized summaries:

  1. Navigate to a recording's detail page
  2. Go to the Summary tab
  3. Click Apply Custom Prompt
  4. Select a prompt from your library
  5. Click Generate
  6. Review the customized summary

When to Use Custom Prompts:

  • When you need a specific type of analysis
  • For recurring meeting types (standups, reviews, etc.)
  • To extract specific information
  • To match your team's reporting format

Prompt Results

After applying a prompt, you'll receive:

  • Customized Summary: Tailored to your prompt's instructions
  • Formatted Output: In the format you specified
  • Focused Content: Emphasizing what you requested
  • Timestamp References: Links to relevant parts of the recording

Reviewing Results:

  • Check if the output matches your expectations
  • Refine the prompt if needed
  • Save successful prompts as templates
  • Share results with your team

Regenerating with Prompts

Regenerate summaries using different prompts:

  1. Go to the Summary tab
  2. Click Regenerate Summary
  3. Select a different prompt
  4. Generate a new summary

You can generate multiple summaries with different prompts for the same recording, each providing a different perspective.

Prompt Templates

Use and customize prompt templates:

Built-in Templates:

  • Executive Summary: High-level overview for leadership
  • Action Items Focus: Emphasizes tasks and commitments
  • Technical Summary: Focuses on technical decisions
  • Sales Analysis: Analyzes customer interactions
  • Meeting Minutes: Traditional meeting minutes format

Using Templates:

  1. Browse available templates
  2. Select a template
  3. Optionally customize it
  4. Save as your own prompt
  5. Apply to recordings

Custom Prompt Library

Build your own library of custom prompts:

Library Benefits:

  • Reusability: Use prompts across multiple recordings
  • Consistency: Standardize your analysis format
  • Efficiency: Save time on repetitive tasks
  • Sharing: Share prompts with your team

Building Your Library:

  • Start with templates
  • Create prompts for your common use cases
  • Refine prompts based on results
  • Organize by category
  • Share with team members