Guidelines

Guidelines let you customize how Quin works for you—whether it’s formatting data a certain way, following a repeatable workflow, or assigning specific rules to how tasks should be handled. They’re especially helpful for teams who want Quin to act consistently across interactions.

You can use Guidelines to keep your processes clean, reduce manual follow-up, and make sure tasks always get handled your way.

How Guidelines work

Once you set a Guideline, Quin will automatically follow it whenever it’s relevant—like during a meeting summary, CRM update, or follow-up task.

Some examples:

• “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 even share them with your team.

How to create a Guideline

1. Go to 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, describe how Quin should handle things. Keep it in plain language, e.g. “Always include meeting links” or “Always add notes after calls” or “Always tag new leads as Prospects”
5. If you want the prompt to automatically apply to everyone on your team using Quin, select "Everyone" to share the prompt
6. Click Save
   

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

Sharing Guidelines with your team

By default, guidelines only apply to your own Quin responses. If you’d like your Guideline to be used by everyone on your team, select “Everyone” instead of “Just me”.

Shared Guidelines are labeled in the list so your team knows what’s available.

Editing or removing Guidelines

Use the ••• menu next to any Guideline to:

• Edit the title or instructions
• Delete the Guideline entirely

Can I set Guidelines from chat?

Yes. You can also tell Quin something like “Start tagging all West Coast leads as Sarah’s.”

Quin will turn that into a Guideline for you to review and save.