> For the complete documentation index, see [llms.txt](https://docs.rubica.au/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.rubica.au/households/file-notes-and-alerts/quick-note.md).
# Quick Note
Create a file note the traditional way — pick a template and fill it in yourself.
Use **Quick Note** when you want to create a file note quickly and fill it in yourself — no transcript, no AI drafting. Prefer letting AI draft it from a meeting transcript or a live chat instead? See [AI Assist](/households/file-notes-and-alerts/ai-assist.md).
{% stepper %}
{% step %}
### Open New File Note
On the household or job record, go to **File Notes** and click **New File Note**, then follow the prompts.
There's also a good example of using Knowledge to create a File Note Template:
{% content-ref url="/pages/IUsgAUdK6IAfWk7KhaUH" %}
[File Note Template Example](/general-navigation/knowledge-articles/file-note-template-example.md)
{% endcontent-ref %}
{% endstep %}
{% step %}
### Use transcribe for voice-to-text (optional)
Use the **transcribe** function in the bottom left to get an enhanced voice-to-text experience. When transcribing, try giving formatting instructions like "put the following in bullet points" or "break this up into sections".
{% endstep %}
{% step %}
### Add Notes
Add in your notes or paste in your meeting summary generated from your AI tool of choice. Press Save.
{% endstep %}
{% step %}
### Open the AI Assist (advanced)
Click **Switch to AI Assisted** to access the full file note and its builder. Here you can access the **AI Assist** tab to add supporting content like a transcript, files, or meeting notes to extract items that need to be updated in the CRM & trigger actions such as emails, tasks or workflows.
{% endstep %}
{% endstepper %}
