Insight Templates

The old "copy and paste prompt collection" no longer matches the current product flow.
MemoFlow now uses built-in insight cards + a custom template: templates are no longer just loose text snippets, but first-class entry points in AI Summary.

1. The current 9 templates

Template	Default focus	Best for
Today Clues	Important recent events, issues, and unresolved signals	Daily review, short-cycle reflection
Emotion Map	Emotional movement and persistent state drivers	Mood review, stress reflection
Theme Resonance	Repeated themes and ongoing attention	Project review, pattern spotting
Thought Trace	Ideas, questions, assumptions, and reasoning traces	Writing prep, decision prep
Blind Spot Discovery	Signals and patterns that are easy to miss	Bottleneck review, issue reflection
Relationship View	Changes in people dynamics and interactions	Collaboration and communication review
Action Extraction	Concrete next actions worth trying	Weekly planning, execution wrap-up
Long-Term Trajectory	Trends and loops across longer periods	Monthly or stage-level review
Custom Template	Your own title, description, and prompt	Personalized analysis workflows

2. How to choose the right template

• Want the most important recent signals? Use Today Clues.
• Want to understand your recent emotional rhythm? Use Emotion Map.
• Want to see what themes keep repeating? Use Theme Resonance or Thought Trace.
• Want action items from notes? Use Action Extraction.
• Want long-range change patterns? Use Long-Term Trajectory with 30 days or a custom range.
• Want a fixed reporting format of your own? Use Custom Template.

3. How to edit a built-in card's prompt template

For built-in cards, the current edit flow is:

1. Open AI Summary;
2. tap an insight card;
3. open Prompt Settings in the settings sheet;
4. edit and save that card's dedicated prompt template.

This means:

• every card can be tuned independently;
• you do not need to rewrite one global prompt for every use case;
• the same services and models can produce different analysis styles by card.

4. How to create a custom template

The custom template card is best when:

• you already have a fixed review format;
• you want output that matches a specific workflow;
• you do not want to stay inside the built-in analysis angles.

Creation flow:

1. Open the Custom Template card on the AI Summary page;
2. if it is not configured yet, the app opens the editor first;
3. fill in:
   • title
   • description
   • prompt template
   • icon
4. save, then return to the card and continue with range and visibility settings.

5. Prompt editing tips for the new flow

Make these three things explicit

1. What angle should the AI focus on? Emotion, relationship, risk, action, etc.
2. What structure do you want back? Three paragraphs, five bullets, priority order, and so on.
3. What style should be avoided? Generic encouragement, filler, vague language.

What works better in the current version

• Keep the request grounded in the selected range and the actual notes;
• prefer "stay factual, stay restrained, avoid over-interpreting";
• if you need action items, ask for output that is concrete, actionable, and verifiable.

6. When to change the template vs. just change the range

A practical rule of thumb:

• You only want a different note set -> change time range and visibility.
• You want a different interpretation angle -> switch insight cards.
• You want a stable output structure or private workflow -> edit the prompt template or use the custom template.

7. Recommended combinations

• Today Clues + last 3 days -> fast short-cycle review.
• Action Extraction + last 7 days -> weekly action wrap-up.
• Long-Term Trajectory + last 30 days / custom -> monthly reflection.
• Relationship View + private/protected visibility -> more personal collaboration notes.
• Custom Template + My Profile -> build your own long-term review style.

Related pages

• AI Settings
• AI Summary
• Recording Tips