Trigger the Correct Templates using Keywords in Meeting Name (Teams)

Modified on Wed, 3 Jun at 7:06 PM

Using Keywords in Your Teams Meeting Name to Trigger the Correct Filenote AI Output

This article explains how to trigger the correct Filenote AI output using keywords in the meeting name in Teams.

3. How to Use Keywords in Your Meeting Name (Teams Desktop)

Overview

Filenote AI uses your Microsoft Teams meeting name as a command. By including specific keywords in the title, you tell the AI engine exactly which documents to generate — whether it's a Client Mind Map or an SOA Presentation Pack.

The Keyword "Cheat Sheet"

Use the table below to match your meeting type with the correct trigger.

Meeting Type	Filenote AI Output	Keywords in Meeting Name
Review Default	Review File Note	No specific keywords
Discovery	Discovery File Note Letter of Engagement Client Mind Map	Initial Discovery First Fact Find
Strategy	Strategy File Note	Strategy
SoA Presentation	SoA Presentation File Note	Present Presentation Statement of Advice SoA
Fund Manager	Fund Manager File Note	Fund Manager Fund Mgr
Management & Board Meeting	Management & Board Meeting File Note	Board Management Mgmt
Ad Hoc Meeting	Ad Hoc Meeting File Note	Ad Hoc

? Pro Tip: Keywords are fully customisable
You can update these keywords to match your firm's specific terminology in the Workflow Settings within the Filenote AI platform.

How to Use Keywords in Your Meeting Name to Trigger the Correct Output (Teams Desktop)

Follow these steps to ensure the correct templates and output are generated before you hit record.

Step 1 — Launch Teams

Open the Microsoft Teams Desktop App.

Step 2 — Access Calendar

Click the Calendar tab in the left-hand sidebar.

Step 3 — Start Meeting

Click the Meet Now button (top-right corner).

Step 4 — Assign Keywords

In the configuration window, rename the meeting to include your chosen keyword (e.g., "Discovery Meeting - Smith Family").

⚠ Important Reminder
You must update the meeting name before you start the recording for the engine to catch the trigger. If you accidentally trigger the wrong template, you can manually re-trigger the correct one within the Filenote AI platform once the recording has finished processing.

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