Create and edit templates

Get started by describing what you need, using one of our suggestions or uploading an example, Heidi creates a template for you.

Edit via the Example view or by asking Heidi. Changes preview instantly, with full version control.

Go to Templates > + Create template > Note or document. From here, you can:

In the chat box, describe the type of output you want. Heidi creates a reusable template with a structure for your output to follow.

Select the paperclip icon to attach example notes you like. Heidi creates an underlying structure so future outputs follow the same style.

Accepted files types:

Not accepted:

You can customize any Heidi template to suit your needs. To start editing, go to Templates > click the three dot menu > Edit.

There are several ways to edit a template in Heidi:

Using the chat box under the template, describe in natural language what you'd like Heidi to change, for example: "I want the plan to be an issues-based numbered list."

Heidi generates an example note with a demo transcript. Edit it directly via the Example tab, just as you would a real note in a session, and Heidi automatically updates the underlying structure to reflect your changes.

From the Structure tab, make direct changes to the underlying syntax that controls your template.

This requires special syntax to specify where content should go, and any rules that apply. Heidi automatically updates this structure when you edit the example note or ask Heidi to make changes.

Every time you make a change to your template, by using a chat prompt or making changes to the example, Heidi creates a new version.

If you're not happy with a change, revert to a previous version by selecting it from the version list in the top right. When you select Save, whichever version you currently have selected is saved.

You can adjust your template's visibility to determine whether it's shared with your team, the wider Heidi community, or kept private. You can also choose whether it's a note or document template, to help you find it easily in your session workflows.

To have your template generate automatically after you select End transcribing, set it as your default template.

Do I need to learn syntax?

No. You no longer need to understand any syntax to customize templates in Heidi. However, you still have the option to edit the structure directly with syntax if you prefer.

Can I use my existing templates?

Yes. Your existing templates work exactly the same, even with this new editing and template creation interface.

Does this template editor work in all languages?

Yes. It works with all languages supported by Heidi.

How long are versions stored for?

Currently, versions are stored indefinitely.

Why does the example note look different from the note I uploaded?

This is because Heidi first generates a structure based on your note, then recreates a new example using a demo transcript. This creates a more accurate reflection of how your template will behave in a session.

Why do I have to wait for my template to load?

Heidi updates your template's structure and example note in the background whenever you make a change. This can take a moment, but produces a more reliable template.