Instead of settling for generic overviews, you can tell Fieldy what matters most to your practice or business. Templates let you generate custom summaries that highlight the key points you care about.

When a new conversation with a title is generated, click on it to see the transcript. There, press the Summarize button at the bottom of your screen to get your summary.

The selection will open, allowing you to choose a Fieldy-powered Automatic Summary or a Custom Summary. A custom summary can be set up on your own, letting you create and apply custom templates.

When you click on Summarize, a summary of your conversation will be created.

The applied template can always be changed by clicking on the Summary Template button, which will allow you to select a new template.

Inside each conversation, when you click Summarize, you will see an upper section with all your custom-created templates and an All Templates section with all the presets. There, a custom template can be created and selected.

In the templates menu, tap Create a new Template to begin. First, create a memorable name for a template you will be able to distinguish — it can be a purpose or a specific use case.

After you've written a name, begin prompting the actual template. Edit it however you like to tell Fieldy what you want included in your summary. You can define the sections, the formatting, even the language — feel free to get creative!

After you've told Fieldy what to include in the summary, tap the checkmark ✅ and your new custom template will be saved.

You can tell Fieldy anything you think is important for the summary — what sections to include, the format, the length, the language, follow-up questions, and more. There's no limit to creativity.

Practical tips:

Name it after its purpose. A template called "Sales Call" or "Client Check-In" is much easier to find than "Template 3".

Specify the format. Tell Fieldy whether you want bullet points, numbered steps, short paragraphs, or a structured layout with headers.

Include what matters most to you. Action items, open questions, decisions made, follow-up dates — if it matters to your workflow, put it in the template.

Set the length. Ask for a concise 3-bullet overview or a detailed full report — Fieldy adapts to whatever you need.

Use your language. Fieldy supports multiple languages. If you prefer summaries in a different language than the conversation, just say so in the template.

Creative examples from Fieldy users:

Medical / therapy: "Summarise in SOAP format: Subjective (what the patient said), Objective (key observations), Assessment (my notes), Plan (next steps and follow-up)."

Sales calls: "List the client's main pain points, the solution I proposed, any objections raised, and the agreed next step with a date."

Team standups: "Three sections: What was completed, what's in progress, and any blockers. Keep it under 100 words."

Coaching sessions: "Summarise the goal we discussed, the progress since last session, exercises assigned, and one quote from the client that stood out."

Legal consultations: "List the client's main concerns, the advice given, any documents requested, and follow-up actions with owner and deadline."

Interviews: "Candidate name and role. Strengths observed, concerns, cultural fit assessment, and recommended next step (advance / hold / decline)."

Editing a template is simple. Just click on a custom template, edit or add what you want, and click the checkmark button ✅ to save the latest version.

To delete a template, open a custom template and press the red trashbin button at the top left corner, then confirm the deletion. Please note that this action is final — the custom template cannot be restored.

Not sure where to start? Our users love sharing their favourite templates with each other. Join the Fieldy WhatsApp community to see what others have built, share your own, and get inspired by how different professions are using Fieldy.

From therapists to lawyers to sales teams — there's a template out there that might be perfect for you, or your next great one might help someone else.