Customize meeting summaries

Summary generation is optional. When you use it, you can either let Auto decide the structure or choose a template with fixed sections.

Use a template

Open a meeting and use the picker beside Summary. You can create templates for decisions, action items, one-on-ones, or any other structure you use regularly.

Selecting another template does not change a summary that already exists. Regenerate the summary when you want to apply the new selection.

Change the Auto prompt

1. Open Templates.
2. Select Auto.
3. Edit the prompt and click Save.

This is the complete system prompt used by Auto. The Current date and Language buttons insert variables that are filled in when the prompt runs.

The app supplies meeting notes, transcript text, session details, and participants separately. Removing those words from the prompt does not stop that context from being sent to the selected Intelligence provider.

The custom prompt only affects Auto. Named templates keep their own sections. Use Reset to default to restore the built-in prompt.

Add names and jargon

Open Settings → Dictionary to add names, acronyms, product names, and other terms that transcription often misses.

Dictionary terms help recognition, but they do not change which spoken languages a model supports. See Languages when a meeting uses more than one language.