--- title: How to Customize Meeting Information in Meeting Assistant description: Follow the steps below to customize meeting summaries, key information, and follow-up emails using the Meeting Assistant tool. --- [Skip to content](https://help.yourstake.org/knowledge/how-to-customize-meeting-information-in-meeting-assistant#main-content) English Show submenu for translations [More support](https://help.yourstake.org/knowledge/kb-tickets/new?hsLang=en) ![YourStake Logo White](https://help.yourstake.org/hs-fs/hubfs/YourStake%20Logo%20White.png?width=200&height=51&name=YourStake%20Logo%20White.png) Open main navigation Close main navigation - English Show submenu for translations - [More support](https://help.yourstake.org/knowledge/kb-tickets/new) - [Back to Platform](https://www.yourstake.org/ui/advisor/home) [Back to Platform](https://www.yourstake.org/ui/advisor/home?hsLang=en) Welcome to the Help Center. How can we help you? - There are no suggestions because the search field is empty. 1. [Help Center](https://help.yourstake.org/knowledge?hsLang=en) 2. [Meeting Assistant](https://help.yourstake.org/knowledge/meeting-assistant?hsLang=en) # How to Customize Meeting Information in Meeting Assistant ## Follow the steps below to customize meeting summaries, key information, and follow-up emails using the Meeting Assistant tool. ### **How to Effectively Use Custom Prompts:** 1. **Be specific about what you want the AI to do.** For example: *“Please summarize meetings thematically, covering what we discussed regarding income, expenses, assets, liabilities, tax, and estate planning. If any of those topics weren't covered, note 'Not Discussed' in the summary for that section.”* 2. **Provide an example of your ideal output.** For example: *“Please write follow-up emails in this format:* *Hi \[First Name\],* *It was great speaking with you today. Here are the action items from our conversation (1–3 per person):* *- You will \[send me your brokerage statements\]* *- I will \[share my thoughts on your upcoming taxes\]* *Looking forward to talking soon, Gabe”* ### **Step-by-Step Instructions for Set Up** **Step 1: Access the Meeting Assistant** - From the [home page](https://www.yourstake.org/ui/advisor/home?hsLang=en), click the **Meeting Assistant** tab located on the left-hand side of the site. - Locate the meeting you want to customize and click the purple **“View”** button next to it. ![How to Customize Meeting Information in Meeting Assistant (1)](https://help.yourstake.org/hs-fs/hubfs/How%20to%20Customize%20Meeting%20Information%20in%20Meeting%20Assistant%20(1).png?width=688&height=214&name=How%20to%20Customize%20Meeting%20Information%20in%20Meeting%20Assistant%20(1).png) **Step 2: Update Key Information** - Scroll down to the **Key Information** section. - Click the **“Regenerate Key Information”** button to update the content. ![How to Customize Meeting Information in Meeting Assistant (2)](https://help.yourstake.org/hs-fs/hubfs/How%20to%20Customize%20Meeting%20Information%20in%20Meeting%20Assistant%20(2).png?width=688&height=162&name=How%20to%20Customize%20Meeting%20Information%20in%20Meeting%20Assistant%20(2).png)   **Step 3: Customize the Prompt** - Click the blue **“Edit”** button to enter a custom prompt. - Once edited, choose one of the following options: - **“Reprocess with Current Prompt”** (purple button) – Reprocesses the information using your custom prompt. - **“Revert to Default”** (yellow button) – Returns the prompt to the original default version.![How to Customize Meeting Information in Meeting Assistant (3)](https://help.yourstake.org/hs-fs/hubfs/How%20to%20Customize%20Meeting%20Information%20in%20Meeting%20Assistant%20(3).png?width=688&height=213&name=How%20to%20Customize%20Meeting%20Information%20in%20Meeting%20Assistant%20(3).png) **Note:** Reprocessing may take some time. Please keep the tab open during this process.   **Step 4: Update Summary and Follow-Up Email** - To regenerate the **Summary** and **Follow-Up Email**, simply click the **Regenerate** button in each respective section and complete the steps for editing from above. ![How to Customize Meeting Information in Meeting Assistant (4)](https://help.yourstake.org/hs-fs/hubfs/How%20to%20Customize%20Meeting%20Information%20in%20Meeting%20Assistant%20(4).png?width=688&height=149&name=How%20to%20Customize%20Meeting%20Information%20in%20Meeting%20Assistant%20(4).png) **Step 5: Set a Custom Default Prompt for All Meetings** - Click the **gear icon** next to **“Browse Meetings.”** **![How to Customize Meeting Information in Meeting Assistant (5)](https://help.yourstake.org/hs-fs/hubfs/How%20to%20Customize%20Meeting%20Information%20in%20Meeting%20Assistant%20(5).png?width=688&height=185&name=How%20to%20Customize%20Meeting%20Information%20in%20Meeting%20Assistant%20(5).png)** - Scroll down to the **Update Prompts** section. - Enter your preferred prompt(s), then click **“Save Preferences”** (purple button) to apply them going forward. ![How to Customize Meeting Information in Meeting Assistant (6)](https://help.yourstake.org/hs-fs/hubfs/How%20to%20Customize%20Meeting%20Information%20in%20Meeting%20Assistant%20(6).png?width=688&height=1217&name=How%20to%20Customize%20Meeting%20Information%20in%20Meeting%20Assistant%20(6).png)   ### Walkthrough Video:   - [Portfolio Intelligence](https://help.yourstake.org/knowledge/portfolio-intelligence?hsLang=en) - [Meeting Assistant](https://help.yourstake.org/knowledge/meeting-assistant?hsLang=en) - [Values Core](https://help.yourstake.org/knowledge/values-core?hsLang=en#main-content) - [Value Sets](https://help.yourstake.org/knowledge/values-core?hsLang=en#value-sets) - [Values Questionnaire](https://help.yourstake.org/knowledge/values-core?hsLang=en#values-questionnaire) - [Values Reports](https://help.yourstake.org/knowledge/values-core?hsLang=en#values-reports) - [Portfolios](https://help.yourstake.org/knowledge/portfolios?hsLang=en) - [People/Integrations](https://help.yourstake.org/knowledge/people-integrations?hsLang=en#main-content) - [People](https://help.yourstake.org/knowledge/people-integrations?hsLang=en#people) - [Integrations](https://help.yourstake.org/knowledge/people-integrations?hsLang=en#integrations) - [Document Assistant](https://help.yourstake.org/knowledge/document-assistant?hsLang=en) - [VADIS](https://help.yourstake.org/knowledge/vadis?hsLang=en) - [Investment Screeners](https://help.yourstake.org/knowledge/investment-screeners?hsLang=en#main-content) - [Fund Screener](https://help.yourstake.org/knowledge/investment-screeners?hsLang=en#fund-screener) - [Company Screener](https://help.yourstake.org/knowledge/investment-screeners?hsLang=en#company-screener) - [Compliance](https://help.yourstake.org/knowledge/compliance?hsLang=en) # YourStake yourstake.org Help Center Copyright © 2026, YourStake ```json { "@context" : "https://schema.org", "@type" : "VideoObject", "contentUrl" : "https://stream.mux.com/p14C005u7gaqFCAFKHDca5pUMvW5vyRSbrXmQCOYhCsY/capped-1080p.mp4", "dateModified" : "2025-08-18T15:39:49.364Z", "duration" : "PT1M17S", "height" : 696, "name" : "How to Customize Meeting Information in Meeting Assistant", "thumbnailUrl" : "https://23906943.fs1.hubspotusercontent-na1.net/hubfs/23906943/How%20to%20Customize%20Meeting%20Information%20in%20Meeting%20Assistant.mov/medium.jpg", "uploadDate" : "2025-08-18T15:39:44.068Z", "width" : 1280 } ```