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

# Summary templates

> Shape every meeting summary with a ready-made or custom template.

## Overview

A summary template decides what a meeting note turns into. It carries the prompt the AI is given, and
a handful of settings that apply to every recording made with it: which tags the note gets, whether
system audio is recorded at all, which language the summary is written in, and whether a summary is
generated at all.

Vowen ships with one built-in template, **Meeting Notes**, which everyone gets. On top of that there
is a library of **44** ready-made templates you can install and edit, and you can write your own from
scratch.

Templates live in **Notes** in the left sidebar, then the gear icon in the toolbar, then the
**Templates** tab.

## The template library

<Note>Browsing the library is free. **Adding** a template from it is a <a href="https://vowen.ai" className="font-semibold underline-offset-2" style={{ color: "#8b5cf6", backgroundColor: "rgba(139, 92, 246, 0.12)", border: "1px solid rgba(139, 92, 246, 0.35)", padding: "2px 8px", borderRadius: "6px", fontSize: "0.85em", textDecoration: "none", whiteSpace: "nowrap" }}>Pro</a> feature.</Note>

Click **Add from library** at the top of the Templates tab. Writing a good summary prompt is fiddly,
and the shipped ones are already tuned, so the library beats starting from scratch.

<Steps>
  <Step title="Find a template">
    Search by name, description or section heading. Typing "action" finds the templates with an
    Action items section, not just the one called Action Items Only.
  </Step>

  <Step title="Preview it">
    Click any card to see its full section list, each section's instruction, any caveat the template
    carries, and, under **View full prompt**, the exact prompt it will send.
  </Step>

  <Step title="Add it">
    Click **Add to my templates**, or **Add** on the card itself. The template is copied into your
    own list, where it is yours to rename and rewrite. Nothing stays linked to the library copy.
  </Step>
</Steps>

Installed templates show as **Added** in the library, with a **Remove** link that takes them back out
again. A template you have added but then renamed still shows as Added, because the match is on the
underlying library entry rather than the name.

### What is in the library

The 44 templates cover nine areas:

| Area                  | Examples                                                                                                                            |
| --------------------- | ----------------------------------------------------------------------------------------------------------------------------------- |
| Essentials            | Meeting Recap, Action Items Only, Executive Brief, Decision Log, Q\&A Recap                                                         |
| Team and project      | Daily Standup, Project Kick-Off, Project Status Update, Retrospective, Brainstorm Capture, All-Hands / Town Hall, In-Person Meeting |
| Sales and revenue     | Sales - Discovery, Sales - BANT, Sales - MEDDPICC, Sales - SPICED, Demo Call, Follow-Up Email Draft, Deal / Pipeline Review         |
| Customer success      | Customer Onboarding, Quarterly Business Review, Renewal & Churn Risk, Support Troubleshooting Log                                   |
| Product and research  | User Interview, Usability Test Session, Product Spec Draft, Feature Feedback, Incident Post-Mortem                                  |
| Engineering           | Technical Design Review, Bug Triage                                                                                                 |
| People and leadership | One-on-One, Candidate Interview Scorecard, Board Meeting Minutes, Investor Update, Strategy & Planning                              |
| Learning and personal | Lecture Notes, Study Notes, Podcast / Interview Notes, Voice Journal, Doctor's Appointment                                          |
| Specialized           | Clinical Note (SOAP), Therapy Session (DAP), Legal Client Intake, Property Viewing                                                  |

Some carry their own caveats in the preview. **Follow-Up Email Draft** writes a ready-to-send email
rather than notes. **Clinical Note (SOAP)**, **Therapy Session (DAP)** and **Legal Client Intake** all
say to review the output before using it, because Vowen is not a medical, clinical or legal record
system.

Four of them record your microphone only, with system audio off: **In-Person Meeting**,
**One-on-One**, **Voice Journal** and **Doctor's Appointment**. That is flagged in the preview.

## Custom templates

<Note>Creating your own template is a <a href="https://vowen.ai" className="font-semibold underline-offset-2" style={{ color: "#8b5cf6", backgroundColor: "rgba(139, 92, 246, 0.12)", border: "1px solid rgba(139, 92, 246, 0.35)", padding: "2px 8px", borderRadius: "6px", fontSize: "0.85em", textDecoration: "none", whiteSpace: "nowrap" }}>Pro</a> feature, as is editing one you installed from the library. Everyone can edit the built-in Meeting Notes template.</Note>

Click **Create template** on the Templates tab for a blank one, or the pencil on any installed
template to edit it. Starting from a library template and rewriting it is usually faster than
starting from nothing.

### Writing the prompt

<Warning>
  **Do not start your prompt with `TITLE:`.** Vowen prepends the title contract itself before your
  prompt is sent, and none of the 44 shipped templates restate it. Writing your own `TITLE:` line
  duplicates an instruction the model has already been given and works against it.

  The in-app hint under the prompt box still suggests adding one. That hint is out of date. Ignore it.
</Warning>

Write the prompt as if the transcript is already in front of the model, because it is. Vowen assembles
the request as the title contract, then any context you typed during the recording, then any moments
you marked as important, then the transcript, then your prompt under the heading `YOUR TASK:`. Your
prompt fully replaces the built-in instructions, so it needs to say everything you want.

<Tip>
  The shipped templates all use the same shape: name the exact markdown H2 headings you want, give
  each one a one-line instruction, then add rules at the bottom. Most of them end with a rule telling
  the model to write "Not discussed" for an empty section rather than inferring content. Open **View
  full prompt** on any library template to copy the pattern.
</Tip>

## Every per-template setting

<AccordionGroup>
  <Accordion title="Name and description">
    The name is what you see in the template list, the default-template picker and the meeting
    detection banner. The description is a one-line hint shown under it. Names are capped at 60
    characters, descriptions at 100.
  </Accordion>

  <Accordion title="Tags">
    Tags stamped on every note this template creates. They are applied when the note record is first
    written, so the note carries them from the moment it appears in your list as "Processing", not
    after the summary lands.

    Meeting notes keep their own tag pool, separate from the transcription tags.
  </Accordion>

  <Accordion title="Capture system audio">
    On by default. It records what you hear, meaning the other people on the call, alongside your
    microphone. Turn it off for a **microphone-only** template.

    This is not a summary setting, it changes what is recorded. Use it for in-person meetings, one on
    ones in a room, voice journalling, or anything where capturing your speakers would pick up the
    wrong thing. The choice is read when the recording starts, from whichever template that session
    is using.
  </Accordion>

  <Accordion title="Generate AI summary">
    On by default. Turn it off and recordings with this template save the transcript only, with no
    call to your AI provider at all. The prompt box and the summary language row disappear while it
    is off, and the template is badged **Transcript only** in the list.

    You can still generate a summary by hand on any such note afterwards.
  </Accordion>

  <Accordion title="Summary language">
    Three states. Left alone it inherits your global summary language, and the button reads "Use
    global default". Set to **Auto-detect** it writes the summary in whichever language the
    transcript is in. Set to a specific language it always writes that language, whatever was
    spoken.

    Useful for a template you use for calls in one language but need summarized in another.
  </Accordion>

  <Accordion title="Prompt">
    The instructions sent with the transcript. Only shown when **Generate AI summary** is on. See the
    warning above about `TITLE:`.
  </Accordion>

  <Accordion title="Citations">
    [Summary citations](/meeting-notes/summaries) are off globally by default and are Pro. A template
    can additionally opt out of them, in which case its summaries never carry citations even when the
    global switch is on. The only shipped template that opts out is **Follow-Up Email Draft**, where
    timestamp pills in a draft email would be wrong. There is no per-template switch for this in the
    editor.
  </Accordion>
</AccordionGroup>

### The built-in Meeting Notes template

The built-in template is editable by everyone, but it works slightly differently from a custom one.
You cannot replace its prompt. Instead there is a **Custom instructions** toggle that appends your
extra instructions to the built-in prompt, and that toggle is Pro.

Its tags, system-audio, generate-summary and summary-language settings are all free and behave
exactly as described above.

<Tip>
  If you find yourself fighting the custom instructions box, create a custom template instead. It
  gives you the whole prompt rather than an appendix to somebody else's.
</Tip>

## Choosing which template gets used

### Your default template

Every template card has a star. Clicking it makes that template your default, and the card is badged
**Default**. Deleting your default template resets the default back to the built-in Meeting Notes.

The default is what gets used by the toolbar Start button, the tray, the start shortcut, the idle
pill and any watch folder that has not overridden it.

### The split button on the Notes page

The **Start Taking Notes** button on the Notes page is a split button. The left half starts a
recording with your current default. The chevron on the right opens a list of every template.

<Warning>
  Picking a template from that chevron does **not** start a recording, and it is not a one-off choice
  for the next meeting. It **rewrites your default template**, permanently, for every future recording
  and every other place a recording can start from.

  If you only want a different template for one meeting, use the picker on the meeting detection
  banner instead.
</Warning>

The chevron menu also has a **Manage templates** entry at the bottom, which jumps straight to the
Templates tab.

### One-off overrides

When Vowen detects a meeting and shows its banner, that banner's Start button is also a split button.
The pop-over there lists your templates and picks one **for that session only**. Your default is left
alone.

You can also change a note's template after the fact by regenerating its summary. See
[Summaries](/meeting-notes/summaries).

## Deleting a template

Click the bin icon on a template card, then click the tick to confirm. The built-in template cannot be
deleted.

Removing a library template from inside the library modal does the same thing, and the entry becomes
available to add again.

<Note>
  Deleting a template does not touch notes that were created with it. Their summaries stay as they
  are.
</Note>
