Standardize and streamline notes with reusable templates
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.
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.
Edit
to make changes, or click on a template under Made by Metaview
, and then Customize
.
Style | Format |
---|---|
Text | Paragraph, Bullet Points |
Number | None, Currency (USD, GBP, EUR) |
Multiple Choice | Add custom options that AI, yourself or others can select 1 or more from |
Single Choice | Add custom options that AI, yourself or others can select 1 from |
Yes or No | Yes, No |
Date | MM/DD/YYYY, DD/MM/YYYY, YYYY/MM/DD |
**bold text**
*italic text*
~~crossed out~~
- First item
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 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 also create your own repeating section by picking Type your own
and enter what you want the section to repeat on.
🗑️
(trashbin) icon.
Preview template
Click on Preview
to see how your new template would work with your currently selected call.
Create Template
to save your new template. Otherwise, you can click back on Customize Template
to continue building or editing your template.
Additional Context
.+
and New folder
.
...
next to your folder and select Rename
.
Delete
the folder.
Default
toggle.
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.