AI Lesson Notes
By Trio Team · Updated
Trio can turn rough in-lesson input into structured notes for families. You stay in control of both lifecycle states: a note can be Draft or Complete, and it can be Private or Shared. Nothing reaches the family until you share it.
AI compilation uses the studio's shared monthly AI credits, which are included on every plan.
Creating notes
Most notes start from the Lesson Note Editor. In AI mode, type or dictate rough notes in the raw input box, then choose Structure notes. Trio organizes the input into your lesson-note template sections. In Manual mode, fill in the structured sections yourself.
Your raw AI input stays teacher-private. Families do not see it by itself.
Completing and sharing
Review the structured sections before finishing the lesson. Each section can be marked Visible or Private. The Teacher notes section stays private.
Use the note actions to finish the workflow:
- Save draft - keep the note in progress
- Complete/share - complete the note and share the parent-facing sections
- Complete/private or Complete/skip - complete the lesson without sharing a family note
Trio blocks sharing when a note has no parent-facing content. If all content is private or only raw input exists, add a visible section before sharing.
Absent lessons should be handled through attendance, not completed through lesson-note actions. When a lesson is marked absent, note completion actions should remain unavailable.
After completion
Completed notes leave the To wrap up queue. You can still manage them from the lesson page or from Lesson Notes:
- Share now - share a completed private note if it has visible content
- Unshare - remove family visibility
- Reopen as draft - return the note to Draft and hide it from the family until it is shared again
- Download PDF - download a printable version
PDF downloads preserve line breaks and blank lines so practice instructions remain readable. Shared notes can also show a compact View on Trio QR/header affordance when there is a family-facing view to open.
Note templates
Owners and admins manage templates from Studio Settings. A template defines the sections Trio should produce, optional AI instructions, optional teacher-facing hints, and which sections are private by default.
If no custom template exists, Trio uses a default structure.
Finding past notes
Open Lesson Notes and switch to All lessons to search by student, family, note content, status, or date range. Use To wrap up for lessons still missing notes or saved as drafts.