What personalized AI notes actually mean
A useful meeting summary depends on the reader. A product manager may need requirements and unresolved dependencies, while a sales consultant needs customer questions and agreed follow-ups. A student listening to the same explanation may need definitions and examples. Personalization changes how the conversation is organized and which relevant details receive attention. It should not change the facts, create missing commitments, or assume that everyone with the same job cares about the same topics. Think of your profile as editorial guidance for the notes rather than a replacement for the source conversation.
Start with Professional or Student
During onboarding, Notem asks how you will use the service. Professional is intended for work meetings, interviews, and business conversations. Student is intended for classes, lectures, and study sessions. That distinction matters because a lecture is not usually a project meeting: extracting artificial deadlines from a teaching example would make the notes less useful. Choose the setting that matches the material you expect to review, then add the details that explain your needs. You can revisit your notes profile in Settings when your work or study routine changes.
Give your professional role enough context
The professional profile includes Product, Sales, Finance, Legal, Operations, Human Resource, and Other. Other lets you describe work that does not fit a preset, such as independent consultant or research coordinator. A role provides context, but the discussion still determines the output. Selecting Finance does not authorize Notem to invent a budget, calculate unstated forecasts, or verify accounting decisions. Selecting Legal does not make a summary legal advice. Use the role to help identify relevant information, then check important terms and conditions against the transcript before acting on them.
Set the purpose of the conversation
A general meeting and an interview deserve different treatment. The professional profile offers General Meeting and Interview / Hiring as use cases. For an interview, useful notes preserve answers, examples, and follow-ups rather than turn every response into a workplace assignment. Live Notes also lets you choose Meeting, Interview, or Lecture/Class for the session itself. Make that choice before recording so the saved session carries the appropriate purpose. These modes organize information; they do not automatically score a candidate, determine suitability, or evaluate academic performance.
Choose concise or detailed notes
Concise notes suit a quick review before the next call: the main points should be easy to scan. Detailed notes are useful when you need more explanation, supporting context, or a discussion record that another person can understand later. Neither setting means every spoken sentence will appear in the summary. The transcript and the notes remain separate outputs with different jobs. For a routine status meeting, start concise. For a complex design review or lecture with connected concepts, try detailed and assess whether the additional context helps you use the result.
Write a focus that is specific and useful
A focus such as “customer concerns, agreed deliverables, and unresolved technical questions” is more useful than “include everything important.” For a course, try “definitions, worked examples, and distinctions between similar concepts.” These are requests about attention, not instructions to fabricate material absent from the recording. Avoid adding private information that the service does not need. Do not put passwords, account secrets, or unrelated customer records in the field. A short description of what you want to notice is usually enough to give the notes a practical direction.
Example: one project discussion, different reading needs
Imagine a discussion about launching a payment feature. The group describes a dependency, a customer concern, and a proposed release date that depends on testing. A product-oriented reader may look first for scope and dependencies; an operations reader may look for the handoff and outstanding checks. Both should still see the testing condition attached to the date. This is an illustrative example of the emphasis to look for, not a guarantee that each role produces a fixed template. Review whether the resulting notes capture the distinctions that matter in your own conversation.
Example: a student profile for a technical lecture
A student can supply their level, the subject they are studying, preferred detail, and focus. “Undergraduate, computer science, detailed, focus on definitions and worked examples” provides clearer context than simply choosing Student. If the lecture explains database transactions, useful notes should separate the definition, a demonstrated example, and any limitations the lecturer mentions. They should not invent practice questions as if the lecturer assigned them. You can create your own revision questions afterward, clearly separating that learning activity from the record of what was taught.
How the preferences reach your notes
Notem supplies the notes profile alongside the transcript when preparing AI notes. For Live Notes, the session saves the relevant profile and purpose so that its processing has that context. For other meetings, the account profile available during processing is used. Changing Settings does not automatically rewrite completed notes, and it does not authorize another paid processing request. Set your preferences before the next session when possible. This keeps the relationship between your choices and the new output clear without treating historical notes as drafts that silently change whenever your profile changes.
Does personalization translate or change the transcript?
Personalization is about the notes you receive, not an instruction to alter what speakers meant. Transcript refinement aims to make captured speech readable, including punctuation and natural grouping. Notem requests readable Latin-script representation for non-Latin speech while preserving the spoken language; romanization is different from English translation. A multilingual conversation should retain its meaning when people switch between English, Spanish, French, Arabic, Japanese, Malay, or other supported languages. Names and specialist terminology still deserve review. If the audio was incomplete or unclear, a preference cannot supply the missing evidence.
A simple way to improve your profile
Try one ordinary conversation and review three things: whether the summary is useful, whether the detail level fits your routine, and whether the focus helped preserve relevant points. Adjust one preference at a time before the next session so you can judge the difference. If an item is inaccurate, check the transcript first instead of assuming a more detailed profile will fix transcription errors. Personalization works best when clear capture, a specific purpose, and your own review support one another. Start with the smallest set of preferences that accurately describes how you will use the notes.