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Customize Quin
Customize Quin
Help
Customize Quin

Customize Quin

Teach Quin how to work for you with custom guidelines and templates. Create instructions for meeting notes, emails, and tasks that match your workflow and business needs.

Help articles

Customize Quin overview

Personalize Quin to fit your workflow. Configure workflows, connect integrations, set guidelines, create templates, and update your profile from one settings page.

About me

Tell Quin about your role, background, and communication style so it can write emails, draft follow-ups, and respond in a way that sounds like you.

Builder templates

Use Quin's built-in editor to build templates with placeholders or merge tags. Output as PDF, Word, or email — no file upload needed.

Fillable PDF templates

Upload a fillable PDF to Quin and let it populate fields automatically using your meeting data, CRM records, and contact details.

Guidelines

Customize how Quin works with guidelines—preferences, rules, and workflows that apply automatically. Browse the guidelines library for examples or create your own.

Templates

Create custom templates for emails, meeting notes, follow-ups, and documents. Quin uses your templates automatically for consistent formatting across all tasks.

Word document templates

Upload a Word document with merge tags and Quin fills them in automatically. Output as PDF or Word using your meeting data and CRM records.

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