How to apply a template to your meetings

A template only helps once your meetings actually use it. There are two ways to get there: you set a default that Sally uses for every new recording, or you pick a template for a single meeting, even after it has already been summarized.

Both are quick. The second one helps most when a summary did not come out the way you wanted: you can put a different template on the same recording and let Sally write it again.

Quick navigation

1. The default for new recordings
2. The template of a single meeting
3. The summary after the change

1. The default for new recordings

1. Open Settings at the bottom of the left sidebar.

Figure 1: Open Settings

2. In the settings sidebar on the left, under Configuration, click Meeting assistant.

Figure 2: Meeting Assistant in the settings sidebar, already open here

3. In the list next to the settings, click Summary. The area then shows the setting Default meeting template for new recordings.

Figure 3: The default template is in the Summary area of the meeting assistant

4. Click the setting to open it. The field shows what is currently set.

Figure 4: The field shows the current default

5. The selection dialog lists your templates by category, with a search field above them. The one in use is marked Current.

Figure 5: Pick the template that should apply to new recordings

The entry Standard template is not a template of its own. It stands for setting nothing, and Sally then uses whatever template the account has as its default. If nobody has changed that, it is General Meeting. Leave it on that if your meetings are too different for one fixed template.

6. Below the field, Defined organization-wide makes your choice binding for everyone in the organization. Only owners and admins can flip that switch. Without it the setting applies to you. Then click Save.

Figure 6: The switch turns your default into the one for the whole organization

Anyone can still pick a different template

Even a default that is set organization-wide does not lock anything in. For a single meeting, anyone can pick a different template the way the next section describes.

2. The template of a single meeting

1. Open a recording and go to the Summary tab. On the left, above the list of sections, you see Meeting template with the name of the template being used.

Figure 7: The template of a meeting is shown above its sections

2. Click the pencil icon to the right of the name. The dialog is the same one as in the settings, and it lists every template you can use.

Figure 8: Pick the template this summary should follow

3. Pick the template you want and click Apply in the bottom right.

Figure 9: Apply hands the recording over to the new template

3. The summary after the change

Sally writes the summary again, using the sections of the new template. The recording and the transcript are untouched, only the summary is rebuilt.

That takes a moment. The status next to the recording title tells you how far along it is: first the summary is pending, then it is being created, and after that it reads Summarized while the new sections appear on the left.

Figure 10: After applying, the summary follows the sections of the new template

The previous summary is replaced

The new version overwrites the old summary, and there is no way back to the previous wording. If you have edited the summary by hand, copy those passages out before you apply a different template.

Try it out first

The Preview tab of a template runs it against a recording without changing anything. What meeting templates are shows where to find it. That is the safer way to compare two templates on the same meeting.