Learning Timeline
Key Insights
The Advantage of Side-by-Side Comparison
By using the same template (such as the 'Hiring' template) for every meeting, you can easily perform side-by-side comparisons because the information structure remains consistent for every candidate.
Productivity Tips with Recipes
Recipes are more than just summaries; they can identify 'blind spots' in discussions or draft follow-up emails, saving you time from manually rewriting the same input.
Step by Step
How to Use AI Templates to Format Notes
- Open your recorded meeting notes in the Granola AI dashboard.
- Click on the 'Templates' menu located at the top or side of your AI-enhanced notes.
- Select the template that best fits your meeting type (e.g., 'Product Demo' or 'Hiring Interview').
- Wait a moment while the AI re-analyzes the transcript to restructure the notes according to the chosen template.
- Review specific sections like 'Next Steps' or 'Meeting Context' that have been automatically formatted by the AI.
Generating Quick Summaries with Recipes
- Click on the 'Recipes' button or menu within the meeting notes view.
- Select the type of AI task you need from the dropdown list (e.g., 'Write a too long, didn't read' or 'Follow-up email').
- Click on the 'Write a too long, didn't read' option to get an instant TLDR summary.
- Use other options like 'Create Linear ticket' if you want to convert your notes directly into a work task.
- The AI-generated results will appear immediately for you to review or copy.
Creating Custom Templates & Sharing Notes
- If your meetings follow a recurring pattern, click the option to create your own 'Custom Template'.
- Define the section structure you want so the AI can generate consistent notes for every new meeting session.
- To share your notes, click the 'Share' button.
- Enter the recipient's email address in the field provided or select an app integration like Google to send the notes.
