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Templates let you control how your meeting summaries are structured. You decide which sections to include and what goes in each, so summaries come out ready to use with the details that matter to you.

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How to use templates

1

Switch the template on a meeting

Open any meeting and use the template dropdown below the summary to switch formats. Switching templates never changes your transcript.
2

Create your own

Click Templates → Create New and add sections, each with a title and instructions for what it should capture.Building a template with sections
3

Let Jamie auto-apply

Turn on Auto-apply and Jamie picks the best-fit template for each meeting automatically.The auto-apply option

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Use templates from our library

Browse our template library for ready-made formats:
  • Find a template that fits what you need.
  • Click Use Template to add it to your workspace — you can edit it afterward.