Set up custom summaries

Follow these steps to set up custom summaries:

Step 1: Open the summary templates

1. Go to Team.
2. Click Settings.
3. Open Summary templates.

Step 2: Choose a meeting type

1. Select the meeting type you want to customize.

Step 3: Build your summary

1. Review the active sections in the summary.
2. Add or remove sections as needed.
3. Use the preview to see how the summary will look.
4. Click Save template.

Custom summary templates help you structure AI-generated notes the way your team wants them.

Updated on: 14/05/2026