Custom Templates

Metaview allows you to easily create custom templates for your to structure your notes exactly how you want and need. You can create from scratch or customize Metaview's default templates to get started. Capture perfect notes every time.

Create a New Template

Once you have captured a call with Metaview, click on the Change Template button at the top of your AI Notes. This will bring up the Template Library and customization feature. To create a template from scratch click on + and select New Template in the dropdown.

Customize Existing Templates

You can select an existing template and click Edit to make changes, or click on a template under Made by Metaview, and then Customize.

Building Your Template

Notes sections

Templates are organized by notes section. Each section will need a section header and instructions you want to give to Metaview AI, or for yourself and others on what to write/include.

Style and format

Blank section

Toggle off Autofill with AI in the section footer and Metaview will not automatically populate that section, if you want to fill in a section manually yourself.

Repeating sections

In some cases you'll want to generate multiple sections, one for each item (e.g. topic, question, previous job) which was discussed in the interview without knowing exactly what each item was.

For this, Metaview provides the ability to configure a repeating section which takes the structure For Each X, e.g. For each Topic, outline what was discussed focusing mainly on what was said by the candidate. Metaview will then produce one section for each Topic or Your own keyword in your AI Notes.

You can rearrange sections by dragging them up or down within the editor. You can also delete a section by clicking on the 🗑️ (trashbin) icon.

Preview template

Click on Preview to see how your new template would work with your currently selected call.

If you're happy with the preview results, click on Create Template to save your new template. Otherwise, you can click back on Customize Template to continue building or editing your template.

Additional context

When creating a custom template in Metaview, you can enhance it by including additional context. This feature allows you to provide crucial background information for more accurate AI-generated outputs. Whether it’s a job description, company values, or past notes on a candidate, adding context ensures that the AI understands the bigger picture and incorporates relevant details into the template.

How to Use the Additional Context Feature

1. Navigate to Your Template Editor: Once you’ve saved a template, click on Additional Context.

2. Add Your Document: Within this tab, upload or paste the relevant text file you want to include as context. This can be as simple as pasting a job description or attaching a more detailed document.

3. Describe How to Use This Document: After uploading the document, you’ll have the option to provide a description of how the document should be used by the AI. This is where you can explicitly tell the AI what to focus on or highlight.

   • For example, if you uploaded a job description, you can instruct the AI to “Evaluate how the candidate’s experience matches the key responsibilities and skills listed.”

   • If you uploaded company values, you could tell the AI to “Look for instances where the candidate demonstrates alignment with our values, either explicitly or through implied actions.”

4. Importance of Referencing the Document in the Template: It’s essential to reference the uploaded document within your template itself to ensure that it plays an active role in shaping the final output.

   • If you’ve uploaded a job description, create a section in your template titled “Key Requirements Met”, with a description like: “List out all the key requirements from the job description that the candidate addressed during the conversation.”

   • If you’ve added company values, create a section titled “Values” with the description: “Give examples of when the candidate explicitly mentioned or alluded to our core values.”

   • For candidate feedback from previous interviews, create a “Follow-Up” section and prompt the AI to reference any areas of improvement that were discussed in the past and track the candidate’s progress.

Organize Your Templates

Folders

You can organize your templates into folders. To create a new folder, click on + and New folder.

Rename your folder by clicking on the ... next to your folder and select Rename.

You can also Delete the folder.

To add a template to a folder, simply drag the template into the folder you want to move it to.

Set Default Template

Select the template you want and enable the Default toggle.

Share Templates

Any template that is added to a folder, other than your Personal folder, becomes available to all other users at your organization. Templates in shared folders can be edited or deleted by any user at your organization.

Delete Template

Select the template you want to delete. Click on the ... icon button, then Delete from the dropdown options. Please note that all users who have access to this template will also lose access to deleted templates.