Review, Edit and Finalise Your Filenote AI Output

How to Review, Edit, and Finalize Your Filenote AI Output

Once your output has been generated—whether from a recorded Teams/Zoom meeting, an uploaded audio file, or a custom document from Magic Studio—follow these simple steps to finalise it:

1. Navigate to Your Tasks

• Go to the Tasks page within the platform.

• Select the specific Task you would like to review.

2. Review and Edit

• View Outputs: All generated versions for that specific recording or task will appear on the left-hand side of the screen.

• Direct Editing with AI: Simply highlight the text you want to edit and click Refine. From there, you can choose a quick action (e.g., More Detail, Less Detail) or type a custom prompt to specify exactly how you want the AI to rewrite it.

3. Regenerate (Optional)

• If you need a completely different format or style, select Rerun Document.

• Click Regenerate Note to process the new version.

4. Create Additional Documents (Optional)

• Draft Client Communications: Once you are satisfied with the core text, you can click Draft Email to Client to instantly generate a companion message.

  

• Create Additional Output: Select this option to generate secondary documents (like paraplanner request forms or mind maps) based on your updated file note.

5. Finalise and Export

• Finalise and Sync: Click Finalise. This locks the document and automatically saves it directly to your connected OneDrive or SharePoint folder.

• Submit Feedback: When finalising, you can add quick feedback so the AI continuously learns your preferences for future outputs.

• Download: Alternatively, click Download to save the file directly as a Word document to your local downloads folder.