Note templates
How templates decide what Emoti writes for each kind of call, which templates are built in, how to make your own with section instructions, and how to switch a note to another template.
A template decides what Emoti writes for each kind of call. It's a list of sections, and each section has an instruction the AI follows when it writes that part of the note. Change the template and you change the shape of the note. Manage templates in Templates.
Built-in templates
Emoti comes with templates for common calls. They're listed under Built in, in Templates and in the template list on every note.
| Template | Used for | What the note covers |
|---|---|---|
| Recruiter screen | Recruiter screen | Why they're looking, current role, fit with the brief, compensation and logistics, next steps |
| Technical interview | Interview | Systems they've built, technical depth, judgement and trade-offs, collaboration, their questions |
| Portfolio review | Interview | Projects presented, problem framing, craft, impact, concerns to probe |
| Behavioural interview | Interview | Stories told, ownership, working with others, growth |
| Hiring manager intake | Intake | The role in one paragraph, must-haves, nice-to-haves, where to look, interview process, selling points |
| Debrief | Debrief | Votes, strengths, concerns, decision and next steps |
| Reference check | Reference check | Relationship, strengths, growth areas, whether they'd rehire |
| Client call | Client call | Roles discussed, feedback on candidates, actions on each side |
| Candidate brief | Any call | A one-page summary for the hiring manager: summary, evidence for the must-haves, risks |
| Questions and answers | Any call | Every question asked, with the answer underneath |
Built-in templates can't be edited. Open one and choose Duplicate to make a copy you can change.
Make your own template
- In Templates, choose New template, or open a built-in template and choose Duplicate.
- Give it a Name, choose what it's Used for (a kind of call, or Any) and add a short Description saying when to use it.
- Under Sections, in order, write a heading and an instruction for each section. Use Move up and Move down to reorder, Remove section to drop one and Add section to add more.
- Choose Save template. It appears under Yours.
A template needs a name and at least one section, and every section needs a heading. To remove one of your templates, open it and choose Delete template.
Write instructions Emoti can follow
The instruction is what Emoti reads when it writes that section, so be specific about what to include and what to leave out.
- Name the facts you want. "Salary expectations, notice period, location, visa, other processes and timing" works better than "Logistics".
- Ask for evidence: numbers, examples and short quotes.
- Make must-haves checkable, for example "Compare against the role's must-haves. Mark each as clear, partial or not discussed."
- Give each section one job, and put sections in the order you'll read them.
- Leave out personal details that aren't about the job, such as age, family or health.
Switch a note to another template
- Open the call in Conversations and stay on the Notes tab.
- Choose a template from the Template list. Your own templates are under Yours.
- Emoti rewrites the note from the transcript, in the new template's sections.
Switching back to the original template brings back the original note. This is handy when you need the same call in another shape, for example a Candidate brief for a hiring manager after a long technical interview, or Questions and answers when you want every question in one list.
Questions people ask about this
Genie answers from this article and the rest of the help center.
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