Guidelines

Guidelines let you customize how Quin works for you. Whether it's formatting data a certain way, following a repeatable workflow, or setting rules for how tasks get handled, guidelines ensure Quin acts consistently. They're especially helpful for teams who want Quin to work the same way across interactions.

How guidelines work

Once you set a guideline, Quin automatically follows it whenever relevant—during meeting summaries, CRM updates, or follow-up tasks.

Example guidelines:

• "Always include meeting links in calendar invites"
• "Tag all new inbound leads as Prospects"
• "Log notes to CRM after every client call"
• "Send a follow-up email with summary and next steps"

You can create as many as you want and share them with your team.

How to create a guideline

1. Go to Account Settings → Guidelines
2. Click Add guideline
3. Give it a clear title (e.g., "Post-meeting workflow" or "New lead process")
4. In the Instructions field, describe how Quin should handle things in plain language
   • "Always include meeting links"
   • "Always add notes after calls"
   • "Always tag new leads as Prospects"
5. If you want the guideline to apply to everyone on your team, select Everyone to share it
6. Click Save

Tip: Keep guidelines short and specific. Quin reads them as context to guide its actions.

Use Optimize to improve your guidelines

Click the Optimize button next to the Instructions field to have Quin suggest clearer, more effective wording for your guideline. This helps ensure Quin understands exactly when and how to apply your preference.

Browse the guidelines library

Not sure what to create? The Guidelines library has pre-written examples you can copy and adapt for your workflow.

Browse by category:

• Featured - Popular guidelines that work for most people
• CRM - Record formatting and data management
• Tasks - Assignment rules and deadline preferences
• Calendar - Meeting scheduling and coordination
• Intelligence - How Quin processes information
• Email - Communication tone and follow-up timing
• Documents - File handling and formatting
• Communication - Team collaboration and messaging

Click See guideline on any example to view the full instructions. If it fits your needs, click Copy guideline to add it to your account. You can then edit it in Account Settings → Guidelines to match your specific workflow.

Visit the guidelines library

Create guidelines from chat

You can also create guidelines directly from conversation with Quin. Tell Quin something like "Make Sarah Smith the owner of any new marketing lead" and Quin will turn that into a guideline for you to review and save.

This works through in-app chat, text messages, or email.

Sharing guidelines with your team

By default, guidelines only apply to your own interactions with Quin. If you want a guideline to apply to everyone on your team, select Everyone when creating or editing it.

Shared guidelines are labeled in the list so your team knows what's available.

Editing or removing guidelines

Click the edit icon next to any guideline to:

• Edit the title or instructions
• Change who it applies to (just you or everyone)
• Delete the guideline entirely

Troubleshooting

My guideline isn't being applied

• Make sure the guideline is saved
• Check that the situation actually matches what you described in the guideline
• Try making the instruction more specific about when it should apply
• Use Optimize if you need help clarifying the wording

Quin is interpreting my guideline differently than I intended

• Be more specific about when the guideline should apply (e.g., "for client emails" vs. "for all emails")
• Break complex guidelines into multiple simpler ones
• Use Optimize to refine the wording

I'm not sure how to word my guideline

• Describe what you want in plain language, then click Optimize for suggestions
• Browse the guidelines library for similar examples
• Tell Quin in chat what you want and it will create a draft for you