When you schedule a meeting in Microsoft Teams or Zoom, the title you give that meeting tells Filenote AI exactly how to process your conversation. By simply including a specific keyword in your meeting name, the AI will automatically select and generate the correct output template for you.
This guide covers how the system works, our standard keyword triggers, and how you can customise them to suit your advisory practice.
| Section 1 | How Keywords Work |
| Section 2 | Standard Template Keywords |
| Section 3 | Viewing and Customising Your Keywords |
| Related | Related Articles |
Section 1: How Keywords Work
To trigger a specific template, simply type one of the recognised keywords anywhere in your meeting invitation title. For example, naming your meeting "Smith Family Strategy Presentation" will pick up the word "Strategy" and automatically apply the Strategy Filenote Template.
| ✓ The Default: Review Meeting If you do not include any recognised keywords in your meeting name, Filenote AI will automatically default to generating the Review Filenote Template. No special keywords are required to trigger this default behaviour. |
Section 2: Standard Template Keywords
Below is a reference image and a breakdown of the standard keywords that trigger each of our primary templates.
| Template Type | Trigger Keywords |
|---|---|
| Review Filenote Template Default | No specific keywords required |
| Discovery Filenote Template, Letter of Engagement, Client Mind Map | Initial; Discovery; Discover; First; Fact Find |
| Strategy Filenote Template | Strategy |
| SoA Presentation Filenote Template | Present; Presentation; Statement of Advice; SoA |
| Ad Hoc Filenote Template | Ad Hoc |
| Fund Manager Filenote Template | Fund Mgr; Fund Manager |
| Management & Board Meeting Filenote Template | Board; Management; Mgmt |
| Investment Committee Filenote Template | Investment Committee |
Section 3: Viewing and Customising Your Keywords
We understand that every advisory practice operates a little differently. If our standard keywords don't match the terminology your team naturally uses, they can be configured to suit your specific needs.
| ? Tip: Check your Workflow Settings You can easily view your firm's existing keywords and add new ones directly within the WorkFlow section of the Filenote AI platform. Learn how to customise your Workflow: How to Customise Your Workflows |
Related Articles
- Overview: Ways to Record Your Client Meetings
- Record Online Meeting via Microsoft Teams App on Desktop
- Record Online Meetings via Zoom on Desktop
- How to Use the Filenote AI App (iPhone)
| Need help? If you run into any issues or have questions, our support team is here to help. Email Support → |
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