Enhancing Your Notes with Attachments: A Quill Tutorial

At Quill, we’re constantly striving to improve the note-taking experience for our users. In this tutorial, we explore a powerful new feature that allows you to enrich your meeting notes with additional context through attachments. We’ll demonstrate how this functionality can transform basic conversation transcripts into comprehensive, data-rich summaries. How can attachments elevate your note-taking game? What types of files can you attach, and how does this impact the quality of your notes? Let’s dive in and discover how this feature can help you capture more detailed and accurate information from your meetings.

Attaching Context: Beyond the Conversation

We understand that conversations don’t always capture all the important details. Sometimes, crucial information is presented visually or in separate documents. That’s why we’ve introduced the ability to attach files to your meeting notes.

“You can attach PDFs and images, which are PNGs and JPEGs. You can also add text here.”

This feature allows you to include slides, charts, spreadsheets, and even emails directly into your note-taking environment. By doing so, you’re providing additional context that Quill can use to generate more comprehensive and accurate notes.

“Effectively, what we’ve done is we’ve gone ahead and added more context to the meeting and therefore added more context to the notes.”

For instance, if a presentation includes specific figures or data points that weren’t explicitly mentioned in the conversation, attaching the relevant slides ensures that this information is incorporated into your notes.

Regenerating Notes: Harnessing the Power of Attachments

Once you’ve added attachments to your meeting, Quill doesn’t stop there. We’ve designed the system to seamlessly integrate this new information into your notes.

“When you’ve done that, just go ahead and regenerate the notes.”

By clicking the regenerate button, Quill analyzes both the conversation transcript and the attached files. It then produces a new set of notes that incorporates all available information. This means your notes will now include details from visual aids, exact figures from spreadsheets, or key points from attached documents that may have been glossed over in the verbal discussion.

“You’ll see that now… it mentions those numbers and you can see daily active users as mentioned, you can see Q3 revenue is now mentioned.”

This feature is particularly useful for meetings where complex data or visual information plays a crucial role, such as financial reviews, product updates, or strategic planning sessions.

Customizing Output: Tailored Reports at Your Fingertips

We at Quill believe in giving you the flexibility to get exactly the information you need. With the enhanced context provided by attachments, you can now generate customized reports directly from your meeting notes.

“Give me a snapshot report for my team, including our position.”

This functionality allows you to quickly create targeted summaries for different audiences or purposes. Whether you need a high-level overview for executives, a detailed analysis for your team, or a focused report on specific metrics, Quill can generate it based on the enriched context of your notes and attachments.

“You can see it’s mentioning things like 30% increase. You can see how much we hold, who the other VCs are.”

The result is a more comprehensive and versatile note-taking tool that adapts to your specific needs and helps you extract maximum value from every meeting.

Supported File Types and Best Practices

Quill’s attachment feature supports a variety of file types to accommodate different meeting scenarios and information sharing needs. Understanding what you can attach and how to use attachments effectively will help you get the most value from this feature.

Supported File Types:

• PDFs: Perfect for presentations, reports, contracts, and detailed documents
• Images (PNG, JPEG): Ideal for charts, diagrams, screenshots, and visual aids
• Text: Direct text input for quick notes, quotes, or additional context

Best Practices for Attachments:

• Attach files that contain information referenced but not fully discussed in the meeting
• Include visual aids that provide context for verbal discussions
• Add documents that contain specific data points, metrics, or technical details
• Use attachments to provide background information that enhances understanding

Integration with Meeting Workflow

The attachment feature integrates seamlessly with your existing meeting workflow, enhancing rather than complicating your note-taking process. The key is understanding when and how to use attachments most effectively.

During the Meeting:

• Note when visual aids or documents are referenced
• Identify information that’s shown but not fully verbalized
• Mark moments when specific data or figures are displayed

After the Meeting:

• Gather relevant files and documents that were referenced
• Attach materials that provide additional context
• Regenerate notes to incorporate the new information

For Follow-up:

• Use enriched notes to create targeted reports
• Share comprehensive summaries that include both verbal and visual information
• Ensure all stakeholders have access to complete meeting context

Maximizing Value from Visual Information

Many meetings include visual elements that are crucial for understanding but may not be fully captured in conversation. The attachment feature ensures that this visual information becomes part of your permanent meeting record.

Common Visual Elements to Attach:

• Presentation slides with key data points
• Charts and graphs showing trends or comparisons
• Screenshots of software or systems being discussed
• Diagrams explaining processes or structures
• Financial statements or performance dashboards

By including these visual elements, your meeting notes become comprehensive records that capture both what was said and what was shown, providing complete context for future reference and decision-making.

Unlocking the Full Potential of Your Meetings

At Quill, we’re excited about how this new attachment feature can transform the way you capture and utilize information from your meetings. By allowing you to incorporate visual and textual data directly into your note-taking process, we’re bridging the gap between what’s said and what’s shown in meetings.

This feature not only enhances the accuracy and completeness of your notes but also saves you time by automatically integrating information from multiple sources. No more switching between meeting notes and presentation slides or manually copying data from spreadsheets into your summaries.

“This is a great way to kind of augment where obviously conversations are very rich, but sometimes you want that extra bit of detail.”

We believe this tool will be particularly valuable for teams dealing with data-heavy discussions, complex projects, or any situation where visual aids play a crucial role in conveying information. By providing a more holistic view of your meetings, we’re helping you make better-informed decisions and ensuring that no important detail slips through the cracks.

As you explore this new feature, we encourage you to experiment with different types of attachments and see how they can enhance your note-taking experience. Whether you’re a project manager needing to track key metrics, a sales team reviewing quarterly performance, or a startup founder updating investors, the attachment feature is designed to make your notes more valuable and actionable than ever before.

“Do check it out. Also new feature.”

Summary & How-To

✅ Attach files to enhance meeting notes

• Click the attachments button
• Select PDFs, images (PNG, JPEG), or paste text

✅ Regenerate notes with attached content

• After adding attachments, click “regenerate notes”

✅ Create custom reports

• Specify the type of report and information needed