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How to create a consistent meeting summary format using Agents

Set up a custom Agent that automatically generates your meeting summaries in the same structure every time.

Written by Coral Hartman
Updated today

By default, Timeless generates a meeting summary using its built-in format. If you want every summary to follow your specific structure — for example, always including Action Items, Key Decisions, and Next Steps in a particular order — you can create a dedicated Agent that runs automatically after every meeting.

Step 1: Create a Summary Agent

  1. Open Timeless and go to the Chat or Daily view.

  2. In the command line, type / and select Create Agent (or type /Agents and choose New Agent).

  3. Give it a name like /meeting-summary or /summary-template.

  4. In the description / instructions field, write out exactly what structure you want. Be as specific as possible. For example:

    "After every meeting, create a structured summary with the following sections:
    1. TL;DR — 2-3 sentence overview
    2. Key Decisions — bulleted list
    3. Action Items — each with owner and due date if mentioned
    4. Open Questions — anything unresolved
    Write in Hebrew."

Step 2: Set the Agent to run automatically after every meeting

  1. While editing the agent, look for the Run menu at the bottom of the Agent Builder.

  2. Change the setting from "Only when I ask" to "After every meeting".

  3. Save the agent.

That's it! From now on, every time a meeting finishes processing, this agent will run and produce a summary in your defined format — visible in the meeting's Room.

Frequently asked questions

Where is the "Run" menu?

The Run menu only appears inside the Agent Builder (the screen where you edit the agent). Look for the options bar near the bottom of the editor — you'll see tabs for @ Context, # Actions, with a Run dropdown alongside them.

My agent ran but the format is still different — why?

Make sure your instructions are clear and specific. Vague prompts like "create a nice summary" give the AI room to decide the format. The more explicit your structure (with headers and examples), the more consistent the output.

Can I use my agent only for specific meetings?

Yes — in the Run settings you can add conditions, such as only running for meetings with specific participants or calendar tags.

Can I still run the agent manually on a past meeting?

Yes — open the meeting Room, type the agent's name in the chat (e.g. /meeting-summary), and it will run on that meeting's context.

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