Visible's AI Summary Notes feature automatically generates a written summary of forwarded emails and their attachments inside the AI Inbox.
Different investors want different things out of a summary — some want a quick high-level recap, others want a structured deep-dive across metrics, risks, and asks.
With the ability to control prompting for AI Summary Notes, you can choose between a standard summary, a detailed structured summary, or write your own custom instructions to shape exactly how Visible's AI writes the note.
Step 1: Navigate to your AI Inbox settings
To get started, head to your AI Inbox and open the Settings section. Note: Only users with Admin permissions can update AI Inbox settings.
From here, locate the Notes AI section, which contains the prompting controls.
Step 2: Choose your summary style
You'll see a dropdown with three options for how AI Summary Notes are generated:
Standard
A concise, general-purpose summary of the email body and any attached files. This is the default and works well if you just want a quick recap of what was shared without a heavily formatted breakdown. It includes sections like Summary, Highlights, Challenges, and Asks & Help.
Detailed
A comprehensive, structured summary organized into sections like Executive Summary, Key Metrics, Highlights & Accomplishments, Challenges & Risks, Financial Position, Team & Organization, Product & Roadmap, Customer & Go-to-Market, Strategic Initiatives, Asks & Help Requested, and Notable Quotes.
The Detailed option only includes sections that have substantive content in the update, so you won't see empty headers when a founder didn't cover a given topic.
Custom
Write your own instructions in a free-form text box. Use this when you want to fully tailor the tone, structure, or focus of the summary — for example, if you want the AI to call out specific things (competitive intel, governance items, ESG, etc.).
Click Save once you've made your selection.
Step 3: Forward an email and review the generated note
The next time you (or a teammate) forwards a portfolio update to your AI Inbox email address, the AI Summary Note generated on the import screen will follow the style you selected.
You can still edit the generated note in-line before importing it, and you can check the box to save the summary as a note on the company's profile. For a full walkthrough of the import flow, see How to use Visible AI Inbox.