Click here to use our AI Templates and make your meeting summaries truly your own!
What are AI templates?
With AI templates, your AI transforms into a super assistant for your meetings.
Basically, they help automate how your meeting notes are structured and summarized. You can control the language, format, and content of your meeting notes, and even provide your AI with context about you and what matters to you for every kind of meeting you have.
All users have a "Default Template" which applies to all meetings automatically, and you can easily create your own from scratch or check out any of our ready-made templates for inspiration and guidance. You can apply templates manually or automatically, keep reading to find out how :)
What is the "Default Template"?
Each timeOS user has a "Default Template", which is automatically applied to every meeting summary. You cannot change its title.
Open your "Preferences", then select "AI Templates" to customize it:
Set the summary language:
You can choose the language of your meeting summaries.
Organize your meeting notes:
Individual blocks can be moved by simply by clicking and dragging, or removed by clicking on the "X" button.
Customize your Summary:
The Summary block can be adjusted to provide either a concise overview or a detailed account of the meeting. You can also set whether bullet points should be sorted chronologically or by topic.
Customize your Action Items:
The Action items block can include all mentioned in the meeting or be filtered to only show those assigned to you.
Add new blocks:
You can enhance your meeting notes by adding new blocks. Whether you want to create your own prompts, implement any of our most popular ready-made blocks,or would rather borrow from our prompt library, we've get your back!
Provide your AI context:
You can further refine your meeting notes by providing your AI with specific details such as your role, goals, preferences, and essential terminology, helping your AI better tailor the meeting notes to your needs.
Creating and applying AI templates
Creating and using new templates in timeOS allows for even more tailored meeting experiences.
Creating new AI templates:
Click on "Add template."
Select "Create your own" to start from scratch or use & modify templates from our library, geared towards Sales, HR, Customer Service, and internal meetings.
Applying a template to specific meetings:
You can apply templates to specific meetings automatically, or manually.
Each AI template can be applied to upcoming meetings automatically by our AI. Just input a single sentence, or even just a single word, into the "Template automation" setting. Our AI will then keep an eye out for any upcoming calendar events with this phrase in their title. Whenever it spots a match, it will automatically apply the selected AI template to that meeting.
For example, if you input "Sync" any meeting on your calendar titled "Weekly Team Sync" or "1 on 1 Sync" will automatically get the template you've created.
It's a set-it-and-forget-it way to ensure all relevant meetings are captured just the way you want, without any extra effort on your part.
Alternatively, you can simply select the right template directly from the relevant meeting space. Selecting a template manually can also be done after already having received your AI meeting notes, but your AI will have to regenerate your summary in order to apply the new template.
Any templates missing? Let us know!
At timeOS, we continuously strive to enhance our template library with your input.
If you have ideas or suggestions for new templates that could benefit your workflows, please do not hesitate to send us your thoughts. We value your contributions and are committed to integrating user feedback into our development process to serve you better.