Custom Templates

Metaview allows you to easily create custom templates for your Notes 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. To access the template library, open any previously captured call and click Use template at the top of the Notes editor. If you haven’t captured a call yet, just open the demo call. From there, you can choose from our default templates, use the custom template builder, or select any custom templates previously created by you or your team.

Elyse shows you how to build custom templates.

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Create a new template

Once you have captured a call with Metaview and viewing your notes, click on Use template to access your Template Library. If you are viewing your notes on the legacy version, click on Change Template instead. To create a template from scratch click on + and select New Template in the dropdown.

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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.

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Collaborate on template drafts

Shared template drafts make it easier to build and improve templates as a team. Anyone with edit access can see the latest draft and continue where a teammate left off, so progress is not tied to one person or hidden in a private workspace. To prevent changes from being overwritten, shared drafts do not support simultaneous editing. If a teammate updates the draft while you’re editing, don’t worry—your work won’t be lost. You’ll be prompted to either:

• Select Refresh to continue from the latest shared draft.
• Click Duplicate current draft to save your changes as a new private template.

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Building Your Template

Notes sections Templates are organized by the notes sections. 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. You can also le AI do more of the heavy lifting and get higher quality output from your conversation data — just type what you want the output to be in each section, and click Improve Prompt. Style and format Markdown fomatting Markdown is a formatting language that makes it easy to style text without using complex tools. If you want the generated notes to show up with bold, italic and other standard text formatting options, add the phrase “Use markdown to format the output” in your custom template instructions. Here are some basics that you can also try to add to your custom template instructions for additional emphasis and structure :

• To generate words in Bold: Use double asterisks **bold text**
• To generate words in Italic: Use single asterisks *italic text*
• To generate words in Strikethrough: Use double tildes ~~crossed out~~
• To generate bullet points: Use a dash and a space - First item

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 Notes. You can also create your own repeating section by picking Type your own and enter what you want the section to repeat on. 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.

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Adding 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 “List what the candidate said about the key responsibilities and skills in the job description.”
   • If you uploaded company values, you could tell the AI to “Note any points where the candidate explicitly referred to one of our values, quoting what they said.”
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 one of 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.

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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.

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Set Default Template

You can choose a template and turn on the Default toggle to make it the default for your own notes. If you want to be even more specific, you can control when this template is used based on certain conditions. For example, you might want a different template to apply automatically for debrief interviews or candidate screens. To do this, click When to use, then Add rule. From there, choose a property—such as Event name—set the condition (for example, contains), and enter a value like debrief. Once saved, this means the template will automatically be selected whenever the event name includes “debrief.” You can add as many rules as you need to make your template usage as tailored as possible. If you’re a workspace admin, you can also make the template the default for everyone. Ensure the template is not in a private folder, then enable Apply to entire workspace. This will apply the template to new notes that match your rules; existing notes will keep their current format. You can always come back later to edit or delete these rules if your conditions or processes change in the future.

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Share Templates

Any template added to a folder other than your Personal folder becomes available to other users in your organization. Anyone with edit access can also view and continue its draft changes.

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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.