How do I create a meeting insight template?

A template decides what the AI writes about your meetings: a brief before the call, or insights after it. Create one for each kind of meeting, such as a discovery call debrief.

Step by step

1. Open Settings, then Meetings. In Call Insight Templates, click Explore Templates.

2. The Templates window lists your workspace's templates and ready-made ones marked Marketplace. Click Create my own template.

3. Type a Template Name.

4. Open Template Type and pick Post-meeting insight (after the call, from the transcript) or Pre-meeting insight (before the call, from your CRM data).

5. Click Create Template. The template opens in the editor as a draft, with a first Summary section.

Finish the template

1. In each section, write the question in Section Title and what the AI should look for in Instruct the AI on what to extract.... Under Format, pick Paragraph or List.
2. Click Add Section for each other question. Drag sections to reorder them.
3. To test it, choose a recorded meeting in Select a call... on the right and click Run Preview.
4. Click Save, then Publish template. Only published templates can run on meetings or be chosen as a default.

Good to know

• To start from a ready-made template, select a Marketplace template in the Templates window. Preview template shows its sections, and Clone & edit adds a draft copy to your workspace.
• For a template of your workspace, the same button reads Edit template.
• A preview costs a small amount of tokens, usually less than 1, and is not saved on the meeting.
• The editor shows Unsaved changes until you click Save.
• To delete a template, use the trash button at the top of the editor. Owners, admins and managers can delete.
• Next: choose your default templates so they run on their own.

Related

• How do meeting insights work?
• How do I choose my default insight templates?
• Where do I find a meeting's summary and insights?