# Processing profiles

> A profile is the recipe a run follows, from transcribing and telling voices apart to the steps that write the meeting up. Choosing, changing and making them.

- Page: https://samuraiscribe.com/docs/profiles/
- Checked with Samurai Scribe 0.65.0

A [processing profile](https://samuraiscribe.com/docs/glossary/#processing-profile) holds the settings for a [run](https://samuraiscribe.com/docs/glossary/#run): whether to transcribe the audio, how many voices to expect, whether to recognise people by voice, and which [steps](https://samuraiscribe.com/docs/glossary/#step) write the meeting up afterwards. You pick one that fits a kind of meeting, such as a call, a meeting in a room or a voice memo, instead of adjusting settings every time. Profiles are free.

A profile doesn't choose models or languages. Every run transcribes, tells voices apart and writes with the models set in **Settings → AI Models**, whichever profile it follows.

## The built-in profiles

Samurai Scribe comes with six profiles. They are templates: use them as they are, or start your own from one.

- **General Meeting**, the one new meetings start with. It suits any meeting, on a call, in a room or both, and works out how many people are on each side by itself.
- **Remote 1-on-1**: you on a call with one other person. Each side is labelled by the device that recorded it.
- **In-Person 1-on-1**: you and one other person in the same room, on one microphone.
- **Remote Meeting**: you on a call with several other people. Your side is you; the call side is split into speakers.
- **Solo Voice Memo**: just you, thinking out loud. One voice, no call audio.
- **Summarize-Only**: writes up a meeting you have already transcribed, without transcribing it again.

Each of them writes a summary with the built-in script, which also names the meeting, unless you have named it yourself or its name comes from your calendar.

## Choosing a profile for a meeting

The profile button is at the left end of the bar under the meeting's card, before the two stages and **Run**. Click it for the list of profiles:

- Click a profile to use it for this meeting.
- The star beside a profile (**Use this profile for new meetings**) makes it the one new meetings start with. Each computer remembers its own default.
- **⋯** (**Profile options**) has **Rename**, **Edit description**, **Duplicate** and **Delete** for a profile of your own, and **Duplicate** for a template.
- **Manage** opens the Profile Manager, below.

The two stages beside the button, **Transcribe** and **Summarize**, show what the profile will do:

- Click a stage's name to switch it off or on for this meeting, for example to write a meeting up again without transcribing it.
- Click its ▾ (**Open Transcribe settings**, **Open Summarize settings**) to open the Profile Manager at that stage's settings.
- For a meeting transcribed as you spoke, **Transcribe** reads **Done**: a run keeps that transcript, speakers and all, and writes the summary. Click it to transcribe the meeting again from its audio when you run it.

Whatever you change, here or in the manager, applies to this meeting only until you save it to a profile. A changed setting shows a **Revert to the profile** button, and the profile button's ↺ (**Discard All changes**) puts every setting back.

Unsaved changes stay with their meeting while the app is open: you can open another meeting and come back to them. Picking another profile for the same meeting asks first: **Unsaved changes** offers **Save** (not for a template), **Save as New**, **Discard** or **Cancel**.

[Import Bulk Recordings](https://samuraiscribe.com/docs/how-it-works/#running-the-meeting) asks which profile to run the imported meetings with.

## Making and changing profiles

**Manage** opens **Manage Processing Profiles**. On the left, under the profile button, is a card with the profiles; on the right, a panel for each stage.

The card, from the top:

- **Search profiles…** filters the list, and **+** (**New profile**) makes a profile from the settings you have now. It asks for a name, starting with "Untitled Profile", and **Create** saves it.
- **Save** saves your changes into the profile you have open. For a template it reads **Save as New** and asks for a name, since a template can't be changed in place. A name another profile already has is refused.
- The ↶ button (**Discard all changes**), shown only when something has changed, puts every setting back as the profile has it. × closes the manager.
- **Show profiles** unfolds the list: your own under **YOUR PROFILES**, the built-in ones under **TEMPLATES**. It is folded each time the manager opens.

Each profile in the list has:

- the star (**Set as default for new meetings**), as in the profile button's list;
- **⋯** with **Rename**, **Edit description**, **Duplicate** and **Delete**. Templates can only be duplicated. **Duplicate** asks for the copy's name, starting with "… copy".

A description says what the profile is for. It shows under the name in the profile button's list.

## The settings in a profile

The manager has two panels, **Transcription** and **Summarization**. Each has a switch on its title row that turns that stage on or off.

### Transcription

Turned off, a run keeps the transcript the meeting already has, which is what **Summarize-Only** does. A meeting without a transcript can't be run that way.

- **As you speak** or **When you finish**: how meetings are transcribed. It is saved for the whole app, not per profile ("Applies to every meeting").
  - **As you speak** transcribes the meeting while it is recorded; **Run** then writes it up.
  - **When you finish** only records, and the transcript is made when you press **Run**.
  - A file you import is always transcribed when you press **Run**.
- The model lines (**Model**, and **Captions** for what shows on screen while recording) show which models will transcribe. **Change in Settings** opens **Settings → AI Models**; [Transcription](https://samuraiscribe.com/docs/transcription/) explains the models, languages and modes there.
- **Number of voices** helps the run tell voices apart:
  - **On your mic**: the people in the room with you, when your mic and the call are recorded as two tracks.
  - **On the call**: everyone joining remotely, heard through your computer's sound. These first two need **Source isolation**.
  - **In uploads**: everyone on an uploaded file, or on a recording of the mic alone.

  Each is **Auto** or a number from 1 to 10. Leave it on **Auto** unless you know the number. With 1, everyone on that recording, or on that side of it, is one voice.
- **Advanced** holds three switches. It opens by itself while one of them differs from the profile.
  - **Source isolation** keeps the mic and the system audio on separate tracks.
  - **Echo removal** removes the other side of the call where your mic picks it up from your speakers. It acts only where there is echo, so headphones are unaffected.
  - **Recognise people by voice**: voices are always told apart, as "Speaker 2" and so on. With this on, the people the app knows are also named by their [voice](https://samuraiscribe.com/docs/glossary/#voice-print).

### Summarization

Turned off, nothing is written after the transcript.

- **Model** shows the model that writes, set in **Settings → AI Models**.
- **Steps** is the list of what writes the meeting up, in order. The next section explains them.

## Steps

The summarization stage runs its steps in order, and each step can read what the steps before it wrote. A follow-up email can start from the summary, for example.

![A run, top to bottom. Transcription comes first: what was said, and who spoke. Then the Summarization stage runs its steps in order. Step 1, a script, writes Summary. Step 2, a skill, reads Summary and writes Follow-up Email. Step 3, Name the meeting, reads what both wrote and names the meeting.](https://samuraiscribe.com/images/docs/profiles/steps.svg "Each step can read what the steps before it wrote.")

There are three kinds of step:

- **Script** runs a [script](https://samuraiscribe.com/docs/glossary/#script): the built-in one (**Built-in default**), or one of yours from the vault's `Scripts/` folder. The button inside the step picks which, and **Edit** opens it. See [Scripting](https://samuraiscribe.com/docs/scripting/).
- **A skill** from your Skills folder, run on the meeting. Click its card to open it in the skill editor. See [Skills](https://samuraiscribe.com/docs/skills/).
- **Name the meeting** names the meeting from what the steps before it wrote. It does nothing when you have named the meeting yourself, or when its name comes from your calendar.

**Adding and ordering.** **Add a step**, at the end of the list, offers **Script**, each skill in your Skills folder under **SKILLS**, **Name the meeting**, and **New skill…** to write one. Each can be in the list once; one already there is greyed and marked **Added**. A new step goes in before **Name the meeting**, so the name comes from everything written. Drag a step's ≡ handle to move it, and **Remove step** (×) takes it out. With no steps, nothing is written.

**A skill that takes an argument**, such as a language, has a field on its card, named after what it takes. What you type there is given to the skill every time the step runs. See [Writing a skill](https://samuraiscribe.com/docs/skills/writing/#arguments).

**What each step writes.**

- A script writes the documents it creates, under the names it gives them, and can name the meeting. It reads what earlier steps wrote by name.
- A skill writes documents into the meeting, up to 8 in one step, and can name the meeting. It never writes over your own documents, such as your notes. Running it again replaces what it wrote last time. It can also change the transcript, for example to polish or translate it.
- Running a script again writes its documents again. A document it no longer writes is left as it was.
- Scripts and skills can also read and change notes elsewhere in the vault, as the step's settings allow.

Running a meeting that already has a transcript or summary asks first: see [Running a meeting again](https://samuraiscribe.com/docs/how-it-works/#running-a-meeting-again).

### What a step may change

A script or skill step has two settings, in two columns beside the steps (under the step's name when the panel is narrow). Each column's ⓘ explains it. They are your choice; a script may ask for more review, never less, and a skill can't change them.

#### This meeting

**This meeting** covers what the step writes into the meeting: its documents, like the Summary, its changes to the transcript, and changes to the meeting's own notes.

| Setting | What happens |
|---|---|
| **Auto**, the default | Written as it runs, as a run always has been. Changes to the meeting's notes can be undone. |
| **Accept edits** | The same, but moving or deleting the meeting's documents waits for you. |
| **Review** | Nothing in the meeting is written until you keep it, the Summary included, and the steps after it wait for you. |

#### Elsewhere

**Elsewhere** covers every other note in the vault, and only in folders AI may edit (**Settings → AI Apps → Folder Access**).

| Setting | What happens |
|---|---|
| **Ask** | Reads other notes, changes none. |
| **Review**, the default | Changes wait for you, and so do the steps after it. |
| **Accept edits** | Edits and new notes are made as it runs, with undo. |

Choosing **Accept edits** for **Elsewhere** asks first (**Change notes without asking?**): the step will then change notes outside the meeting for every meeting the profile processes, automatic runs included, from what anyone in a meeting said. Moves and deletes outside the meeting always wait, and so does anything in your Skills, Scripts and Dictionary folders.

### When a step waits for your review

When a step leaves something waiting, the run waits with it: the steps after it, and the [automations](https://samuraiscribe.com/docs/automations/) that follow a meeting's processing, run once you have kept or discarded what waits. Everything up to that step is saved.

- The meeting shows **Waiting for your review** in the sidebar.
- A bar above the meeting's tabs says "Processing waits for you:" and what the step wants to change, with **Review…**, **Discard**, **Keep** and **All changes ›**.
- Once you decide, the run goes on.

When a step applied changes by itself, the same bar says what it changed, with **Review** and **Undo**. **All changes** in the meeting's title bar lists everything changed from the meeting: see [Changes, modes and undo](https://samuraiscribe.com/docs/assistant/changes/#all-changes-to-a-meeting).

### When a step fails

The run stops there and keeps the documents from the steps before it. With more than one step, the message names the step, such as "The skill "Follow-up email" failed: … Documents from the steps before it were kept."

Two warnings can show on a step's card in the **Steps** list:

- "Not in your Skills folder — this step will fail." The skill was renamed or removed.
- "Unknown step": a newer version of Samurai Scribe, on another computer that shares the vault, saved a kind of step this one doesn't know. It is kept as it is, and a run stops when it reaches it. Update the app on this computer.

## Where profiles are kept

- A profile of your own is a file in the vault's `Profiles/` folder, named after it, such as `Profiles/Client Calls.json`. It goes wherever the vault goes, so a synced vault has the same profiles on every computer. You can move the folder in **Settings → Vault → Folders**.
- The templates aren't files. They come with the app, and an update can improve them.
- A profile's name can be up to 100 bytes (fewer characters in some languages). It can't start with a dot, end with a dot or a space, contain any of `/ \ : * ? " < > |`, or be a name Windows reserves, such as `CON` or `NUL`.