Editor
AI Tools

AI Tools

HeyDonna includes AI-powered tools to help you proofread and format your transcripts efficiently. All AI changes are tracked so you can review and approve them before finalizing.

Overview

Two main AI tools are available:

ToolPurposeShortcut
ProofreadFix grammar, punctuation, and common errorsCmd/Ctrl+Shift+P
FormatApply court reporting formatting standardsCmd/Ctrl+Shift+F

AI Proofread

The Proofread tool automatically reviews your transcript for:

  • Grammar and punctuation errors
  • Spelling mistakes
  • Common transcription errors (mishears)
  • Speaker identification issues

How to Use

  1. Select text you want to proofread (or select nothing for the whole document)
  2. Press Cmd/Ctrl+Shift+P or go to Tools → Proofread Selection
  3. Wait for AI processing (progress shown in chat panel)
  4. Review the changes with Track Changes enabled
  5. Accept or reject individual changes

What Gets Corrected

TypeExample
PunctuationMissing periods, commas
CapitalizationProper nouns, sentence starts
SpellingCommon misspellings
GrammarSubject-verb agreement
Transcription"gonna" → "going to"

Batch Processing

For long transcripts, proofread processes in chunks:

  1. The document is divided into ~5-minute sections
  2. Each section is processed sequentially
  3. Progress updates appear in the Donna chat panel
  4. You can stop processing at any time

Stopping Proofreading

To stop batch proofreading:

  1. The send button becomes a Stop button during processing
  2. Click Stop to halt processing
  3. Changes made so far are preserved
  4. You can resume later with /proofread

AI Format

The Format tool applies court reporting formatting standards to your transcript.

Available for Legal Projects

Format is available when:

  • Project type is set to Legal
  • A formatting template is selected

How to Use

  1. Select the section you want to format
  2. Press Cmd/Ctrl+Shift+F or go to Tools → Format Section
  3. Wait for AI processing
  4. Review formatted changes with Track Changes
  5. Accept or reject changes as needed

What Gets Formatted

The formatter applies these rules:

ElementFormatting Applied
Q/A labelsQ and A without periods
Speaker labelsMR./MS. SURNAME: format
BylinesBY MR. SMITH: before Q after colloquy
IndentationProper tabs for Q/A and colloquy
PunctuationTwo spaces after . : ?
Examination headersEXAMINATION for depositions

Remote Legal Standards

HeyDonna follows Remote Legal (RL) formatting standards including:

  • Q/A at 1-2 tabs (5-10 spaces)
  • Colloquy at 3 tabs (15 spaces)
  • Parentheticals at 1 tab
  • Proper objection formatting
  • Exhibit reference styling

Using the Donna Chat Panel

Access AI tools through the Donna chat panel:

Opening Donna

  1. Go to Tools → Donna
  2. Or click the chat icon in the toolbar

Chat Commands

Type these commands in the chat:

CommandDescription
/proofreadStart automatic proofreading
/formatFormat the current selection
/helpShow available commands

Progress Updates

During AI processing:

  • Progress messages appear in the chat
  • Estimated time remaining is shown
  • You can ask questions while processing continues

Track Changes Integration

All AI changes are tracked:

  1. Enable Track Changes before using AI tools
  2. AI modifications appear as insertions/deletions
  3. Review each change individually
  4. Accept validated changes, reject incorrect ones

Recommended Workflow

  1. Enable Track Changes (View → Track Changes)
  2. Run AI Proofread on your transcript
  3. Review changes section by section
  4. Accept correct changes, reject incorrect ones
  5. Run AI Format on specific sections as needed
  6. Final manual review
  7. Accept remaining changes
  8. Export your finished document

Best Practices

Start with Proofread

  • Run Proofread first to catch basic errors
  • Review AI suggestions before formatting
  • Fix any incorrect changes before proceeding

Format Section by Section

  • Don't format the entire document at once
  • Work through examination by examination
  • Review each formatted section before moving on

Always Review AI Changes

  • AI is helpful but not perfect
  • Legal terminology may be misunderstood
  • Speaker names might be confused
  • Always verify before accepting

Use with Fresh Ears

  • Review AI changes with audio playback
  • Verify corrections against the recording
  • AI helps but you make final decisions

Troubleshooting

AI Taking Too Long

  • Processing time depends on document length
  • Long documents process in chunks
  • Check the progress indicator in chat
  • You can stop and resume later

Incorrect Corrections

If AI makes wrong corrections:

  1. Reject the specific change
  2. Make the correction manually
  3. AI improves with more context

Format Not Available

If Format is disabled:

  1. Ensure project type is Legal
  2. Select a template in project settings
  3. Format requires template to know the standards

API Errors

If you see API error messages:

  1. Wait a moment and try again
  2. The system has automatic retry logic
  3. Contact support if errors persist