In this article, let's see how to customize your default Fireflies AI Summaries.
About customizing AI meeting summaries
- You can personalize your meeting summaries by selecting different Summary Templates or adding specific sections tailored to your needs.
Related: Learn about the Fireflies AI meeting summaries
How to customize AI meeting summaries?
1. Choose a summary template
- Access the desired meeting from the Feed or from your Meetings Notebook.
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Click the dropdown next to the General Summary to see available templates. By default, General Summary is selected.
- Select a template (e.g: BANT) that best fits your meeting type and then wait for a few minutes for Fireflies to process the summaries. Notice the changed summaries.
- You can also choose whether to apply the template to all future meetings or only to the current one. Click Yes to apply to all future meetings. Click No to apply only for this meeting.
Note: AI Credits are not consumed when switching between meeting templates.
2. Add new Sections to summaries
- Click Customize next to the General Summary.
Here's what you can add to customize meeting summaries:
- Blockers: List of blockers discussed in the meeting.
- Ideas: List ideas discussed on the call, along with the person presenting the ideas.
- Key takeaways: List the key takeaways from the call.
- Topics: List of topics discussed in the meeting.
- Decisions: List of key decisions made during the call in bullet points.
- Questions: List open questions from the call.
- Customer Needs: List the customer needs and use cases mentioned.
- Meeting Outcome: Concise summary of the outcome of the meeting by evaluating the phase of the sales process the customer is at.
- Feedback: List feedback on the product or service that customer mentioned.
- Candidate Experience: List a concise summary of the candidate’s past experience.
- Tick all the new sections you want to add to your summaries.
Note: Each new summary section you add consumes 1 AI Credit every time a meeting summary is generated. For example, if you customize your summary with 4 additional sections, Fireflies will use 4 AI Credits for each new meeting processed. Learn more about AI Credits here.
Related: Learn about AI Credits consumption
- Click Save & Apply.
- Fireflies will start processing a new summary for the meeting and save your preferences for future meetings. Next time you record a meeting, Fireflies will generate the customized summary per your preferences.
- Once the updated summary is ready, you can view the new sections under the Notes tab. Simply scroll down to find the additional details.
We hope this guide helped you understand Fireflies AI meeting summaries. If you have any other questions about using Fireflies please reach out to us here.