> ## Documentation Index
> Fetch the complete documentation index at: https://docs.quiva.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Summaries and Templates

> Generating a written summary of a meeting, and building reusable templates that control how it is written

## Generating a summary

Summaries are produced on request, not automatically. Open a recording, go to its **Summary** tab,
choose a template, and press **Generate summary**.

<Steps>
  <Step title="Pick a summarization template">
    The dropdown offers **Default (system prompt)** plus every template saved in your account.
    The default is a general-purpose meeting summary.
  </Step>

  <Step title="Generate">
    Press **Generate summary**. It takes a little while — the whole transcript is being read.
  </Step>

  <Step title="Read it">
    The summary renders in place, and can be copied. It is also downloadable from the recording's
    toolbar while the Summary tab is open.
  </Step>
</Steps>

You can regenerate with a different template as many times as you like. Each generation replaces
what is displayed.

<Note>
  A summary is written from the transcript. If the transcript has errors, fix them first — see
  [Editing the transcript](/meetings/recordings#editing-the-transcript). Correcting the transcript
  after generating a summary does not update the summary.
</Note>

## Summarization templates

A template is a reusable instruction describing what a summary should contain and how it should be
laid out. Instead of getting the same generic summary every time, you can have one template for
internal stand-ups, another for client calls, another for interviews.

Templates live in **Settings → Summarization Templates**, and the cog next to the template dropdown
on a recording opens the same place.

<Frame caption="Settings → Summarization Templates.">
  <img src="https://mintcdn.com/microstrate/GDK6d5n-KUR5GB6k/images/meetings/summarization-templates.png?fit=max&auto=format&n=GDK6d5n-KUR5GB6k&q=85&s=5baf391d4f3e35de337e73b0223b6f73" alt="The Summarization Templates list with a Create template button" width="1440" height="900" data-path="images/meetings/summarization-templates.png" />
</Frame>

### Creating one

**Create template** asks for:

<ParamField path="Title" type="string" required>
  What the template is called. This is what appears in the dropdown when generating a summary, so
  name it after the kind of meeting it is for.
</ParamField>

<ParamField path="Start from" type="enum" default="Default instruction">
  What seeds the editor:

  * **Default instruction** — the standard system instruction, as a starting point to edit.
  * **Blank** — start from nothing.
  * **An existing template** — copy one you already have and adjust it.
</ParamField>

<ParamField path="Format" type="enum" default="Plain Text">
  How the summary is laid out: **Plain Text**, **Markdown**, or **Word Style**.
</ParamField>

<ParamField path="Instruction" type="string" required>
  The instruction itself — what you want the summary to cover. This is the part that does the work.
</ParamField>

The underlying system prompt can be viewed while you are writing, so you can see what your
instruction is being added to.

### Writing a good instruction

Be specific about structure and about what matters. A template that says *"Summarise the meeting"*
gets you what the default already gives you.

Useful things to ask for:

* The sections you want, in the order you want them.
* **Decisions made**, separated from things merely discussed.
* **Action items**, with who owns each one.
* Anything left unresolved, or explicitly deferred.
* What to leave out — small talk, scheduling chatter, the first two minutes of people joining.

<Tip>
  Say what to do when something is absent. Without it you will get invented sections — an
  *Action items* heading with a plausible-sounding item under it that nobody actually agreed to.
  Something like *"If no decisions were made, write 'No decisions recorded' rather than inferring
  any"* is worth the line.
</Tip>

### Who can change a template

| You are                    | You can                        |
| -------------------------- | ------------------------------ |
| The template's creator     | Open, edit, delete, and use it |
| Anyone else in the account | Open it read-only, and use it  |

Everyone can *use* every template. Only the creator can change or remove one — the actions menu is
disabled on rows you do not own, and opening someone else's template shows it read-only.

<Warning>
  Because only the creator can edit a template, a template made by someone who has since left the
  account cannot be changed by anyone. If a template is going to be relied on across a team, it is
  worth knowing whose it is.
</Warning>
