Documentation Index
Fetch the complete documentation index at: https://docs.hazel.ai/llms.txt
Use this file to discover all available pages before exploring further.
Prompting for Meeting Types
Meeting Type prompts let you define the instructions Hazel will follow to generate the agenda, reminder email, meeting notes, and follow-up email for that meeting type. You can keep it simple by using a single prompt to create an all-in-one summary, or get more specific by adding multiple prompts separated by three dashes (---). Each prompt section runs as its own separate query on the transcript, allowing you to control exactly what Hazel returns—such as a narrative recap, a Q&A section, action items, or a financial data table.
In general, prompts work best when they’re focused on one job—one prompt for decisions, one for next steps, one for client updates—rather than asking for everything at once. Using multiple prompts keeps each request clear and targeted, which helps Hazel return more complete, organized, and accurate results.
Think of prompts the same way you’d train a paraplanner: by telling them what details matter and how you want notes structured. Editing meeting note templates or creating new meeting types isn’t required, but it helps align Hazel with your firm’s processes and ensures your notes consistently reflect what’s most important to you.
Single Prompts
One set of instructions that runs as one query on the transcript. It’s best when your request is simple and you want Hazel to follow one clear direction without splitting the work into separate sections.
Single Prompts
One set of instructions that runs as one query on the transcript. It’s best when your request is simple and you want Hazel to follow one clear direction without splitting the work into separate sections.
For single prompts, only one prompt is run to generate the meeting notes.Paragraph-Based Narrative Style Prompt
Example Single Prompts
Default PromptGenerate a detailed summary of the meeting using sections & bullet points covering all topics discussed. Use a narrative style, be detailed, and include any outcomes or conclusions made. Be thorough, but consolidate notes under a few major topics.
Generate detailed notes of the meeting using paragraphs and a narrative style. Be detailed, and include any outcomes or conclusions made.
Multi Prompts (---)
Let you break your template into multiple sets of instructions using ---, and each one runs as its own query on the transcript. This is ideal when you want more precision on different sets of instructions.
Multi Prompts (---)
Let you break your template into multiple sets of instructions using ---, and each one runs as its own query on the transcript. This is ideal when you want more precision on different sets of instructions.
To run multiple prompts for detailed summaries, in the editor, simply add three dashes (
- - -) and a divider should appear. Below it, you can add a new prompt.Each prompt will run independently, and be added to the end of the notes generated before it. Think of each prompt as an separate instruction for Hazel.Example Multi Prompts
Basic Notes, Q&A, and a Financial Data Table PromptGenerate a detailed summary of the meeting using sections & bullet points covering all topics discussed. Use a narrative style, be detailed, and include any outcomes or conclusions made. Be thorough, but consolidate notes under a few major topics.
Add a Q&A section which covers the most important questions asked in the meeting, and the corresponding responses. If the same question is asked multiple times, only include it once. Format the Q&A section using bold text for the question, and regular text for the answer.[EXAMPLE FORMAT]Q: What is the current interest rate on my savings account?A: The current interest rate on your savings account is 0.25%.Q: What is the current interest rate on my checking account?A: The current interest rate on your savings account is 0.25%.
Add an html table that includes any numeric financial data discussed
Add a Q&A section which covers the most important questions asked in the meeting, and the corresponding responses. If the same question is asked multiple times, only include it once. Format the Q&A section using bold text for the question, and regular text for the answer.[EXAMPLE FORMAT]Q: What is the current interest rate on my savings account?A: The current interest rate on your savings account is 0.25%.Q: What is the current interest rate on my checking account?A: The current interest rate on your savings account is 0.25%.
Add an html table that includes any numeric financial data discussed
Template Based Prompts
Use Template-based Prompts when you want Hazel to capture specific information in a prescribed format (Ex. onboarding data collection, financial figures, etc)
Template Based Prompts
Use Template-based Prompts when you want Hazel to capture specific information in a prescribed format (Ex. onboarding data collection, financial figures, etc)
Using a template in prompts can help standardize the output, while allowing AI to insert relevant context. Template-based prompts are great anytime you want repeatable, structured output from meetings. You define the exact sections, fields, and structure you need, and Hazel pulls the right details from the transcript to populate each part consistently, meeting after meeting.Example Template-based Prompt
Generate financial advisor meeting notes using the following template. Fill in each section using the context of the meeting:Client Meeting NotesDate: [Meeting Date]Time: [Start Time] – [End Time]Advisor: [Advisor Name]Client(s): [Client Name(s)]Meeting Type: [Annual Review / Planning Session / Check-in / Onboarding / Other]Agenda / Objectives:
Next Steps / Follow-Up:
- [Objective 1 – e.g., Review financial goals]
- [Objective 2 – e.g., Discuss investment performance]
- [Objective 3 – e.g., Update on tax/estate planning]
- Financial Goals Update: [Notes on progress, changes, or new goals]
- Cash Flow & Budgeting: [Income changes, expenses, savings rate, etc.]
- Investments & Portfolio: [Performance summary, adjustments discussed, risk tolerance]
- Tax Planning: [Tax strategies, upcoming deadlines, coordination with CPA]
- Estate Planning: [Wills, trusts, beneficiary updates, etc.]
- Insurance Review: [Coverage updates, gaps identified, recommendations]
- Other Topics: [Education planning, retirement updates, life events, etc.]
- [Recommendation 1 – e.g., Increase monthly savings to $X]
- [Recommendation 2 – e.g., Rebalance portfolio toward X% bonds]
- [Decision 3 – e.g., Schedule estate planning attorney meeting]
| Task | Responsible Party | Due Date | Notes |
|---|---|---|---|
| [e.g., Upload recent paystub to portal] | [Client/Advisor] | [Date] | [Notes] |
| [e.g., Submit Roth conversion paperwork] | [Advisor] | [Date] | [Notes] |
- [Summary of what happens next, and when]