Summary Templates

Create, edit, copy, import, and export custom templates to control the structure of AI summaries.

Summary templates

Summary templates define the structure Meetily uses when it generates an AI summary. A template contains a title, a short description, and Markdown sections that tell the AI what to extract from the transcript.

Open a meeting, select Preferences in the toolbar, then select Templates to manage templates. Select a template card to make it active for future summary generation.

Built-in templates

Meetily includes these built-in templates:

Template	Best for
Daily Standup	Daily updates, blockers, and next steps.
Standard Meeting Notes	General meeting notes, key points, and action items.
Project Sync / Status Update	Project updates, milestones, and deliverables.
Retrospective (Agile)	What went well, what did not, and improvements.
Client / Sales Meeting	Client needs, commitments, and follow-ups.
Psychiatric Session Note (SOAP + AI Hybrid)	Structured psychiatric session notes.

Built-in templates are read-only

You cannot edit or delete a built-in template. Copy one first when you need a customized version.

Create a custom template

In Preferences > Templates, select New.

Write the template in the editor. Use the ? control to view the built-in formatting hints when needed.

Select Create Template. The new template appears in the grid; select its card to make it active.

Template format

Templates use Markdown:

# Meeting Summary

Standard meeting format with action items and discussion.

## Key Points

List the main discussion points from the meeting.

## Action Items

List all tasks with owner and due date.

| **Owner** | **Task** | **Due** |
| --- | --- | --- |

Element	Purpose	Example
`# Title`	Template name	`# Client Call Notes`
Description text	Context for the template	`Captures client needs and next steps`
`## Heading`	Summary section	`## Action Items`
Section content	Instruction for that section	`List all tasks with person responsible`
Tables	Requested output columns	Tasks, owners, and dates

The title must be valid, and a template must include at least one ## section.

Manage custom templates

Edit a custom template

Select the edit action on a custom template.

Update its Markdown, including its # Title when you want to rename it.

Select Save Changes.

Changing the # Title renames the same custom template; it does not create a separate template.

Copy a built-in template

Select the copy action on the built-in template you want to customize.

Meetily creates and selects a custom copy, then opens it in the editor.

Update the copy and select Save Changes.

Delete a custom template

Select the delete action on a custom template.

Confirm the deletion in the confirmation dialog.

Deletion is permanent

Deleting a custom template cannot be undone. If you delete the active template, Meetily switches back to Standard Meeting Notes.

Export a template

Select the export action on a built-in or custom template.

Choose a location in the save dialog.

Save the template as a Meetily Markdown (.md) file.

Import a template

In Preferences > Templates, select Import.

Choose a Meetily template Markdown (.md) file in the file picker.

Meetily imports and selects the template.

Select a template

Select a template card to make it active. The selected card shows a checkmark, and Meetily uses its structure the next time you generate or regenerate an AI summary.

When no saved selection is available, Meetily uses the recommended default, Standard Meeting Notes.

Templates apply to future generation

Selecting or editing a template does not change an existing summary automatically. Generate or regenerate a summary to apply the current template.

How templates shape a summary

When you generate a summary, Meetily uses the template's sections together with the meeting transcript:

Template sections + meeting transcript → structured AI summary

Use section instructions and tables when you need a particular structure in the generated summary.

Summary Templates

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