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Generate New Sections in Filenote

The Generate New Sections feature revolutionizes how you create comprehensive filenotes by automatically generating relevant subsections based on your meeting discussions. Simply provide brief instructions, and Finobi will create detailed content that captures what was actually discussed, saving you time while ensuring nothing important is missed.

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Why Use This Feature?

• Save Time: Generate detailed sections in seconds instead of manual typing
• Capture Everything: AI ensures all discussed topics are properly documented
• Maintain Consistency: Sections follow professional formatting and structure
• Context-Aware: Generated content is based on actual meeting discussions
• Customizable: Guide the AI with specific instructions for tailored results

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How to Generate New Sections

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Step-by-Step Process

Step 1: Expand content index

Step 2: Access Generate Feature

Click on the plus button on the subsection below which you want to add a new subsection.

Step 3: Provide Instructions

Enter a brief instruction describing what section you want to generate. For example:

• "Create a section about retirement planning discussion"
• "Add investment strategy recommendations"
• "Generate risk assessment summary"

Step 4: Review and Edit

Finobi generates the section based on your meeting discussion. Review and make any necessary edits.

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Example Instructions and Results

Financial Goals Section

Instruction: "Generate a section about the client's financial goals"

Result: A comprehensive section covering short-term and long-term financial objectives discussed in the meeting

Risk Profile Section

Instruction: "Create a risk assessment section"

Result: Detailed analysis of the client's risk tolerance and investment preferences based on the conversation

Action Items Section

Instruction: "Add a section with all action items and next steps"

Result: Organized list of tasks, deadlines, and responsibilities identified during the meeting

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Best Practices

1. Be Specific: More detailed instructions yield better results
2. Review Context: Ensure the AI has captured the meeting discussion before generating
3. Iterate: You can regenerate sections with different instructions if needed
4. Customize: Edit generated content to match your specific style and requirements

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Tips for Better Results

• Use clear, descriptive instructions
• Specify the tone or style you prefer (formal, conversational, bullet points)
• Mention specific topics you want included
• Request specific formatting if needed

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