Now meeting notes on Wudpecker can be sorted into collections. But they are not only meant for organizing and looking pretty; they have settings that can make your notes more personalized to you.
Let’s explore everything there is to know about collections!
(1) Organizing Calls into Collections
Here’s what you need to do when it comes to organizing calls on Wudpecker.
Create a New Collection
Option 1: In the menu, press + next to Collections and name your new collection. Then, assign a distinct color for it so it’s easier to differentiate from others.
Option 2: In My Calls or within a collection view, hover over to the right side of a call and press the collection frame. Then, select “New collection”.
You can also edit and delete collections later.
Move to Another Collection
In case you need to reorganize calls into different collections, there are a few different ways to go about it. Each call can only belong to one collection at a time.
Option 1: In My Calls, within a collection view, or in a single call view, click on the collection frame on the right side or at the top.
Option 2: In My Calls or within a collection view, select as many calls as you want, click on the menu button on the top right, and click “Move to collection”.
Remove from Collection
You can also delete calls from their current collection in different ways.
Option 1: In My Calls, within a collection view, or in a single call view, click on the collection frame on the right side or at the top. Click on the current collection once, and the call is now removed from that collection.
Option 2: In My Calls or within a collection view, select as many calls as you want, click on the menu button on the top right, and click “Remove from collection”.
(2) How "Edit collection" Settings Work
When you edit a collection, you'll see two options with text fields underneath:
1) Additional prompts
2) Auto-add calls to collection.
Let's go over what each of these means and what purpose it serves.
Additional prompts: edit all summaries in the collection to your liking
Imagine having a collection named "Sales Calls". Every single time you're reviewing notes from a sales call, you want to create a follow-up email. Or you want the AI generated summary to change into a completely different structure.
And every time, you have to give the same prompt to Ask Wudpecker to perform one of those actions.
But there is a way to give Wudpecker a prompt only once, and perform the same task with only one click in the future or completely automate it.
Here's how.
Step 1: In the collection settings, toggle on "Additional prompts".
Step 2: Write down your prompt/instruction and click Save.
Step 3: From now on, there are a couple of ways the summary will be updated:
- if you manually add a call to the collection: within that call, press "Update notes" and the summary will change.
- if a new call is automatically assigned to the collection: the summary will automatically be generated according to your prompt and you don't have to do anything.
Here's an in-depth guide for how to write good prompts for personalizing your summaries.
Auto-add calls to collection: guide what kind of calls should be automatically assigned to the collection.
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Any future meeting notes that will be generated on Wudpecker will automatically be assigned to the collection if your prompt applies to them.
For example, if you have a meeting called "User interview with Michael", and you recorded with the notetaker bot, and one of the participants attended the meeting with their email "michael@acme.com", either of these prompts would automatically assign that call to your collection:
- "Include calls that have "user interview" in the title
- "Add calls with participant "michael@acme.com"
Here's how to use the feature:
Step 1: In the collection settings, toggle on "Auto-add calls to collection".
Step 2: Write down your prompt/instruction and click Save.
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