Streamline Your Meetings with the New AI Companion Summary Templates

[hoodee23]

Say goodbye to generic meeting notes. With the latest enhancement to our AI Companion, you can now turn your meetings into tailored, actionable summaries—thanks to 11 purpose-built templates designed to match your specific meeting goals.

Whether you're conducting a team sync, preparing for a client review, diving into a problem analysis or conducting an online class to students, there's a template ready to fit the structure and tone you need. Ten templates are available right now with AI Companion, and for those using our Custom AI Companion add-on, you'll gain access to a special Problem, Root Cause & Solution (PRS) template—ideal for issue resolution workflows.

Pick a Template, Boost Your Focus

Customize your default summary template for all meetings, or switch it up depending on the conversation. Having a 1-on-1? There’s a format for that. Running a brainstorming session or retrospective? There’s a format for that too. Each template ensures your meeting output aligns with your intended outcomes.

Less Time Editing, More Time Doing

By aligning your summaries with your meeting type, you eliminate the need to manually reformat or rephrase notes. For example, selecting the PRS template instantly organizes your discussion into clearly defined sections—making it easier to communicate findings and next steps with stakeholders.

The right format helps you and your team stay on track, follow up faster, and keep everyone aligned without lifting a finger.

Referencing here the Knowledge Base article to learn more about Using Meeting Summary Templates and a Youtube video on Custom AI Companion: Meeting Summary Templates

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[Bri]

Ooo exciting update! Thank you for sharing, @hoodee23 💙

[TrishM]

Help...I created a template but cannot seem to add it to the list to use it.  It is created and published. I can see it under AI studio but not when I edit the meeting.  

[hoodee23]

Hi TrisM, Welcome to the community! There's a couple of things I'd like to check. First, you must be the host to change the template of that Meeting Summary. Second, old summaries cannot be converted into a new template. Have you tried with a new meeting summary, something's that is recent?