If you are looking for instructions on how to write your own custom template, click here. This article is for those looking to have the Notably team do the work for you.
Notably uses AI templates to extract specific information and organize it into a certain format. For example, we have a persona template that automatically analyzes data for personas & organizes it into an insight following a persona empathy map framework.
The default AI templates in Notably are broad in nature and work agnostic of the type of research, industry, or company.
What are custom AI templates?
Custom AI templates are an add-on that are designed just for your industry, your company, and your research. We work with you to customize our AI to analyze and extract certain things from your data that you care about in a format that’s right for you.
We support custom AI templates for video summaries or for insights.
Who are custom AI templates for?
Custom AI templates are available as an add-on for our Teams and Enterprise customers. We find that custom AI templates are most useful for organizations who are scaling their research efforts and wanting to level up the volume of research output in a consistent way.
What type of research is for custom AI templates?
We can customize a template that is as specific and niche to your research as you want it to be. There are endless possibilities we can imagine, but we see some regular use cases across our customers.
For example, if you’re running regular customer calls and want them automatically analyzed and consistently summarized. Or if you’re wanting to create a consistent format for the way insights are written that is scalable and can be used as a research enablement tool, templates might be right for you.
For best results with custom AI templates, you should have a decent volume and frequency of the type of research you are conducting.
How does the process work?
The process of getting a custom AI template created for your workspace is a hands on, white glove service for our Teams and Enterprise customers.
We work closely with your team to understand your research goals.
We create and test the custom AI template on your research data to ensure the highest quality output. Based on the QA process, we provide revisions and multiple rounds of testing until we (as a team and you as a customer) are satisfied with the results.
Once approve, it shows up magically in your workspace for any editor on your team to use with their research.
How much do custom AI templates cost?
Custom AI Templates are only available to our Teams and Enterprise customers as an add-on to your subscription cost.
Book some time with us to learn more about price and whether custom AI templates are right for you.