How do I customize my meeting summaries?
Last updated: September 9, 2026
Answer
Go to Settings > AI customization > Conversation summaries to toggle individual summary sections on or off for each meeting template, add formatting instructions or new sections to existing meeting types, and create custom templates.
Steps
Click Settings in the left sidebar
Click AI customization
Under Conversation summaries, click on a preset meeting type to expand it:
Self dictation meeting
General client meeting
Intro meeting
For these presets, toggle individual sections on or off using the switches, create a custom section with your own prompt, or add formatting instructions.
To create custom templates from scratch, go to "Add new custom template" and paste your own prompt.
Custom templates can be set as the default, allowing all summaries to be auto-processed with that template
All custom templates can be used to reprocess existing conversations, by clicking into the menu (...) on a conversation, and selecting "Reprocess"
Good to know
Changes apply to all future conversations of that meeting type. Existing conversations are not affected.
If a section isn't relevant to your practice (e.g., "Insurance coverage"), toggle it off to keep summaries focused.