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

Modified on Fri, 6 Mar at 3:13 PM

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

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	Key Words in Meeting Name
Review (Default)	Review File Note	No Specific Key Words
Discovery	Discovery File Note Letter of Engagement Client Mind Map	Initial Discovery 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: These keywords are fully customisable! You can update them to match your firm’s specific lingo in the Workflow Settings within the Filenote AI platform.

How to Trigger the Correct Output Using Key Words in Teams (Phone App Version)

Launch Teams: Open the Microsoft Teams app on your phone.
Access Calendar: Tap the Calendar icon located in the bottom navigation bar.
Initiate "Meet Now": Tap the Video Recording/Camera icon (usually in the top-right corner) and select Meet Now.
Assign Keywords: Before tapping "Start Meeting," look at the Meeting Name field. Delete the default text and enter your specific keyword (e.g., "Discovery - Jones Family" or "Strategy Session").

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.

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 is generated before you hit record.

Launch Teams: Open the Microsoft Teams Desktop App.
Access Calendar: Click the Calendar tab in the left-hand sidebar.
Start Meeting: Click the Meet Now button (top-right corner).
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.