Using AI Notes Templates

How to connect your AI Notes Templates to the videos added to your channel.

Chris Schnaars avatar
Written by Chris Schnaars
Updated over a week ago

All videos that are added to your Rewatch channel will use the default template. While this means you don't have to do anything to start using AI Notes Templates, it also means you may be missing out on the full potential of Rewatch's AI capabilities.

Notes templates can be changed in a few different ways, depending on how many videos you want to affect.

Setting Templates with Automations

Using meeting automations, you can change the notes template for entire categories of videos on your channel. For example, if you have an automation set up to record all sales calls, you can add the "Sales call" template action, which will change the template for all future videos recorded via this automation.

To add a notes template to a personal automation, you can:

  1. Navigate to your Meetings page on the left-hand navigation

  2. Select the automation you wish to add a notes template to

  3. In the Actions section of the automation, select the notes template you wish to use

Channel administrators can add notes templates to the automations for the entire channel or specific groups. Here's how:

  1. Navigate to the Admin Console via the left-hand sidebar navigation

  2. Then, navigate to the Automations tab

  3. Select the automation you wish to add a notes template to

  4. In the Actions section of the automation, select the notes template you wish to use

Check out our Automation Building Blocks article to learn more about how to craft your Automation.

Setting Templates for a Meeting

Notes templates can be adjusted at the meeting level, even if the meeting is being recorded using an automation. This allows for finer control over the notes templates being used, without impacting the automation.

To set a template for a meeting, you can:

  1. Navigate to your Meetings page on the left-hand navigation

  2. Select the meeting that you wish to adjust the template of

  3. Use the notes template dropdown selector to choose the template you wish to use

Once a notes template is set, all future recordings of this video will use the updated template. To update the content for older videos, see below for how to change the template at the video level.

Changing Templates for a Single Video

Anyone with editing access to a video can change a video's notes template. This will update the content for the video, but will not impact any automations or meeting settings being used to record the video.

To change the notes template for a video, you can:

  1. Navigate to the video you wish to change the notes template for

  2. Select the Overview tab to view the video's AI content

  3. Hover over the template name at the top and click on the dotted menu

  4. Select Change template from the menu and choose the desired notes template

  5. Click Save


Alternatively, the notes template can also be updated via the video's details page:

  1. Navigate to the video you wish to change the notes template for

  2. Click on the dotted menu button in the top right

  3. Select Edit details from the dropdown

  4. Use the Notes template menu to choose the desired notes template

  5. Click Save

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