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When to use this

  • You’re tired of typing the same title and participants for a meeting that repeats every week.
  • You want a certain meeting to always be organized with the same custom document template.
  • You want a note to share itself to Slack the moment the meeting ends.
Set this up once on a folder, and it applies automatically to every new note you create there. You can configure it on any folder you created or have editor access to.

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Set it up

Next to the folder, open [⋯] → [Folder Settings], then use the Automation tab.
  • Note title: The default title for new notes created in this folder.
  • Participants: The participants added automatically when a note is created.
  • Custom Document: The templates generated automatically when recording ends. Select as many as you like. To learn how to build one, see Templates.
  • Auto Share Settings (Optional): Connect a Slack channel that receives the note automatically after recording ends. For details, see Sharing Automation.
It applies in two stages. The title and participants fill in when you create a note in the folder, and once recording ends, custom document generation and auto-sharing run in turn.

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Frequently asked questions

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Can I preset a template on a single note?

Presetting per note isn’t supported. Set it on the folder, then create the note inside that folder.

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Does it apply to notes already in the folder?

Automation applies to notes you create in the folder after you set it up.

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Who can set up folder automation?

The person who created the folder and members with editor access can set it up. For folder permissions, see Folders.
Related pages: Sharing Automation · Templates · Folders