Templates shape a recording's summary for the kind of conversation it was. Open a recording's Summary tab and pick one:
- Meeting: topics discussed, decisions and open questions
- One-on-one: updates and wins, challenges and blockers, feedback, and goals and growth
- Stand-up: done, planned and blockers
- Interview: background, key points, notable quotes and follow-up questions
- Lecture: main topics, key concepts and definitions, examples, assignments and deadlines, and questions to review
- Sales: client needs, objections and concerns, pricing and budget, and decision makers and timeline
- Voice note: key points, ideas and reminders
General keeps the classic summary. Summaries are written in the language of the recording, and action items stay on their own tab. To use a template for new recordings, choose a default summary template in the app's settings. Very long recordings may get a general summary instead.
Templates work on your free recordings, and with Premium on every recording.