Set the minutes language and default template

Choose the language of the minutes you create and the template selected first, and manage your own templates.

For: All members
About 4 min

What you need

These settings apply only to the minutes you create, and the defaults of folders and of the organization do not change.

Steps

Press Settings from the icon at the top right

Step 1 of 3

TipChoosing Organization default sets no template of your own and uses the one the organization chose.
TipAt first Follow transcript language is chosen: the minutes are written in the language spoken longest in the original transcript.

When you finish

For meetings you create from now on, the language and template chosen here are selected first on the screen that creates the minutes.

How the language is chosen when it follows the transcript

With Follow transcript language, the language is chosen as the screen says: “Written in the language spoken most in the original transcript, not counting translations. If that cannot be determined, Japanese is used.” When two languages were spoken equally long, it is Japanese too.

Changing the display language does not change the minutes language. To change it for one meeting, choose it in Minutes language on the screen that creates the minutes.

Which template is selected first

The template selected first on the screen that creates the minutes is the first one found in this order: your own default, the template last used in this folder (Last used), the folder’s default, the organization’s default.

Choosing a card here makes it your own default, selected first in every folder. While Organization default is chosen, the template last used in the folder or the folder’s default may come first.

A folder’s default is set by its owner. See “Share with members through a folder”.

Create a template of your own

Press Create my template, the last card. If you are asked how to start, choose Start from an existing template. Choose the template to start from and press Next: the editor opens on a copy. The original does not change.

Opening a card’s Preview and pressing Copy and edit opens the same editor.

Enter Template name, adjust the headings and their descriptions, then press Save template. Your own templates are shown only to you. Press Use this template, shown after saving, to put the template in use.

Create a template from your own minutes

If Upload minutes you already use appears when you press Create my template, the AI drafts a template from a minutes file you usually use. If it does not appear, the feature is not available to you. If it is greyed out, the reason is shown under it.

Choose the file and press Create template. Check and adjust the result, check Template name, then press Save template. The file’s text is sent to the AI to read its structure, and each run uses your AI credits.

Edit, duplicate or delete your templates

At the bottom right of your template’s card are Preview and a “…” button. From “…” you can choose Edit, Duplicate or Delete.

When you edit a template and press Save, it is saved as a new version. It is used for meetings created from now on; minutes already created do not change.

Choose Delete and press Delete template to confirm: the template can no longer be chosen for new meetings. If you delete the template in use, Organization default is chosen again.

With many templates of your own, the five newest, the one in use and the starred ones are shown. Show the rest with “Show … more of my templates” after them.

A template whose star you press, at the top right of its card, is shown from the start on the screen that creates the minutes.

If something does not work

The templates or the minutes language cannot be loaded or saved

If they cannot be loaded, press Try again for the templates, or Reload for the minutes language.

If the template could not be changed, the cards stay as they were; for the language, Could not save. The previous setting was restored. appears. Choose again.

A template of your own cannot be saved

If Enter a template name. appears, enter a template name. If The fixed sections (meeting information and the six items) and the frame of each item are required. Restore what was removed, then save. appears, restore what you deleted before saving.

For any other error, what you entered stays on the screen. Press Save template again.

There is no way to create a template from your own minutes

Where the organization does not offer it, you are not asked how to start, and the card reads By editing an existing template. To use it, ask your organization’s administrators.

If it is greyed out, check the reason shown under it.

After changing the settings, the template selected first or an existing draft has not changed

These settings apply to minutes you create from now on. To make an existing draft again in another language or with another template, see “Regenerate minutes”.

While Organization default is chosen, the template last used in the folder or the folder’s default comes first. To always start from the same template, choose its card.

Next step

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