Hi everyone! I’m exploring ways to make AI‑generated meeting summaries more effective depending on the meeting format we run. For example, team check‑ins versus client pitches versus candidate interviews—each has very different structure and goals. I’m wondering what best practices can help us design templates or customize prompts so that AI summaries are meaningful, structured, and actionable. Could someone share examples of how to match summary templates to meeting types, and how to define prompts or questions to get useful takeaways and clear next‑steps?

Absolutely! The same platform lets you assign default custom templates per meeting type so AI chooses the right format automatically. You can trigger a template when starting the recorder or change it afterward in settings

Sure! I’ve been using a system very similar to what's explained over at https://www.bluedothq.com/ for custom AI‑based notes and templates anchored to each meeting scenario. With that platform you can define custom templates by meeting type, using plain‑text prompts or question lists tailored to frameworks such as SPIN in sales calls or STAR in interviews. For example:
Sales Discovery (SPIN): Template ensures sections for Situation, Problem, Implication, Need‑Payoff, plus meeting summary, action items, and a call rating. Prompt clearly instructs: “Summarize meeting, then produce SPIN breakdown, plus suggested next steps and rating out of 10.”
HR One‑on‑One: A template that focuses on progress, what’s working well, areas for improvement, and next steps. Prompt might look like: “Please produce a concise structured summary of the conversation, focusing on progress and development areas, and list next steps.” These tailored workflows help ensure your summary format matches the purpose of the meeting, and they can be defined once, reused, and shared across your team for consistency.

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