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Editing notes with the AI Assistant

Edit notes quickly with the AI Assistant

Written by Upheal Team

If you need to make changes to the structure, content, or language of a document that Upheal generates, the Upheal AI Assistant is here to do the heavy lifting and save you time. The Assistant can make edits in your notes and post-session summaries for clients. Just select your text, click Edit with Assistant, tell the Assistant exactly what to do, and then use the new content or try again.

A few edits the Assistant can make for you:

  • Shortening long sections

  • Converting paragraphs to lists or vice versa

  • Anonymizing sensitive information

  • Translating the whole note to another language

  • Improving writing

  • Anonymize

  • Add more detail

  • Translate

  • Find a relevant quote from the session

We provide some preset suggestions, but you can also give the Assistant your own customized instructions.

To edit notes with the AI Assistant:

  1. Select the text you want to edit.

    You can highlight a selection in a note:


    Or make changes to a whole note:

  2. Tell the Assistant what to do.

    Either click on a suggestion, or type your own instructions.

  3. After a moment, you'll see a preview of the new content. Choose what to do next:

    • Accept: Remove the original selected text completely, and replace it with the new content.

    • Reject: Keep the original selected text from your notes

    • Add below: Keep the original selected text from your notes, and add the new content below it.

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