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Help Center · Templates
All templates
SummitScribe ships 37 meeting templates. Pick the one that matches what you are recording so the AI knows which structured fields to fill and which optional extras (study mode, role views, pipeline artifacts) to make available.
User Notes are always first-class. Templates just change the supplemental structure. Switching templates after processing is cheap — see Templates.
How templates work
- The picker is hierarchical by category. Use it from Home, the upload sheet, or the meeting's own picker.
- Each template defines a set of synthesis fields (meeting-wide) and section fields (per segment). The AI fills both.
- A few templates unlock sub-views (flashcards, practice quiz, mind-map tree, Cornell cues/notes layout) and role views or pipeline artifacts on the Details tab. See Role views and artifacts.
- Favorites and last-used are kept per browser.
Browse by category
General
| Template | Use it when |
|---|
| General | Nothing more specific fits. The legacy default. |
Business & Professional
| Template | Use it when |
|---|
| Customer Meeting | Sales, account management, or customer success call. Captures pain points, decisions, next steps, follow-ups. |
| Internal Meeting | Team sync, planning, or recap. Captures decisions, blockers, owners. |
| Daily Standup | Short team check-in — yesterday, today, blockers. |
| One-on-One | Private 1:1 — discussion topics, feedback both ways, goal progress. |
| Vendor Presentation | Reseller / vendor enablement — product, competitive, tech, pricing, demo, objections. |
Project Management
| Template | Use it when |
|---|
| Project Kickoff | New project — scope, goals, roles, success criteria, risks, stakeholders. |
| Status Update | Recurring project status — accomplishments, blockers, metrics, decisions. |
| Sprint Planning | Agile sprint planning — goal, selected items, capacity, dependencies. |
| Retrospective | Sprint retro or incident retro — went well, did not, experiments, appreciations. |
| Risk Review | Focused risk review — risk register, new vs closed risks, escalations. |
| Stakeholder Update | Executive-ready steering committee update. |
| Project Closeout | Lessons learned at end of a project — outcomes, what worked, knowledge assets. |
Education & Learning
| Template | Use it when |
|---|
| Lecture / Talk Notes | Class, talk, or podcast — concepts, takeaways, questions, study topics. |
| Case Study Analysis | Breaking down a case — background, facts, analysis, recommendations. |
| Socratic Seminar | Literature-based seminar — central questions, interpretations, rebuttals. |
| Research Notes | Research discussion / literature review. |
| Tutorial Walkthrough | Step-by-step tutorial — objectives, steps, commands, troubleshooting. |
| Lab Report | Lab session — objective, materials, procedure, observations, results. |
| Brainstorming | Idea generation — problem, ideas, themes, prioritized ideas. |
| Pass-the-Test / Exam Prep | Exam-focused study notes — must-know facts, flashcards, practice quiz. |
| Cornell Notes | Classic Cornell cues / notes / summary layout. |
| Mind Map Notes | Hierarchical mind-map — central topic, branches, key insights. |
Legal
| Template | Use it when |
|---|
| Client Intake | First meeting with a legal client — facts, parties, goals, deadlines, fees. |
| Case Strategy | Litigation strategy — case theory, strengths/weaknesses, evidence, motions. |
| Mediation & Settlement | Mediation / settlement — positions, offers, sticking points, terms. |
| Deposition Summary | Witness deposition — testimony, admissions, inconsistencies, exhibits. |
| Hearing Appearance | Court hearing — appearances, motions, arguments, ruling, orders. |
| Contract Negotiation | Contract / commercial negotiation — open issues, concessions, clauses. |
Personal & Family
| Template | Use it when |
|---|
| Family Meeting | Household meeting — topics, decisions, chores, celebrations, next meeting. |
| Medical Appointment | Doctor visit — reason, findings, medications, instructions, warning signs. |
| Parent–Teacher Conference | School conference — strengths, growth areas, goals, support strategies. |
| Finance & Budget | Personal finance — income, expenses, savings, debt, goals. |
| Travel Planning | Trip planning — destinations, dates, budget, transportation, lodging. |
| Personal Goals | Goal-setting / life planning — time horizon, goals, obstacles, milestones. |
| Home Project | Home repair / improvement — scope, materials, quotes, timeline. |
Defaults and quick picks
- Set a default template in Account settings — your account-wide default. It can be overridden per meeting.
- The dashboard's Record flow uses the template selected at capture time. The upload sheet picks up the same default.
- Favorites and last-used in the picker are kept per browser (taste, not account data).
See also: Templates overview, Role views and artifacts, Study mode.
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