Overview
Templates tell the AI what information to extract from your transcripts and how to format it. SkyScribe provides pre-defined templates for common use cases, and you can create custom templates for your specific needs.What are Templates?
Templates are instructions that guide AI to:- Identify relevant information in transcripts
- Structure information in a specific format
- Focus on what matters for your use case
- A recipe for extracting specific insights
- Instructions for organizing information
- A reusable format for consistent results
Accessing Templates
Navigate to the Templates tab to:- View all available templates
- Create new templates
- Edit existing templates
- Delete custom templates
Pre-defined templates (Executive Summary, Team Meeting, Candidate Interview, Lecture Notes, YouTube Summary) cannot be deleted but can be used as inspiration for custom templates.
Creating a Custom Template
1
Open Templates tab
Navigate to the Templates tab in your dashboard.
2
Click Create New Template
Click the Create New Template or + New Template button.
3
Name your template
Give your template a clear, descriptive name that reflects its purpose.Examples:
- “Sales Call Summary”
- “Product Feedback Analysis”
- “Weekly Standup Notes”
- “Customer Support Insights”
4
Write template instructions
Define what information you want extracted and how it should be formatted.Good template instructions include:
- What sections to create
- What information to include in each section
- How to format the output
- Any specific focus areas
5
Test your template
Save the template and test it on a sample transcript to see if it extracts the right information.
6
Refine as needed
Edit and improve your template based on the results.
Writing Effective Templates
Template Structure
A well-structured template clearly defines sections and what belongs in each:Example: Sales Call Template
Tips for Better Templates
Be Specific
Clear instructions produce better resultsGood: “List all action items with owners and deadlines”Bad: “Summarize the meeting”
Use Formatting
Define how you want information structuredUse bullets, numbers, sections, or tables to organize output
Provide Examples
Show the AI what you wantInclude sample outputs or formats in your template
Focus Content
Tell the AI what matters mostPrioritize important information over comprehensive coverage
Pre-defined Template Examples
Learn from SkyScribe’s pre-defined templates:Team Meeting Template
- Clear overview section
- Structured timeline with bullet points
- Focuses on key topics
- Easy to scan
Candidate Interview Template
- Organized decision-making framework
- Clear sections for different criteria
- Actionable recommendation
- Consistent evaluation across candidates
Editing Templates
To modify an existing template:- Navigate to the Templates tab
- Find the template you want to edit
- Click the Edit icon
- Make your changes
- Save the updated template
Deleting Templates
To remove a custom template:- Navigate to the Templates tab
- Find the template you want to delete
- Click the Delete icon
- Confirm deletion
Only custom templates can be deleted. Pre-defined templates are permanent but you can create modified versions with different names.
Template Best Practices
1. Start with Pre-defined Templates
Use SkyScribe’s templates as starting points and modify them for your needs.2. Test and Iterate
Create the template, test it on real transcripts, refine based on results.3. Keep Templates Focused
Better to have multiple specific templates than one that tries to do everything.4. Use Consistent Naming
Name templates clearly so they’re easy to find and understand:- ✅ “Product Demo Follow-up”
- ✅ “Weekly Team Sync Notes”
- ❌ “Template 1”
- ❌ “New Template”
5. Document Your Templates
Add context in template names or instructions about when to use them.Common Template Types
Meeting Templates
Meeting Templates
Use for: Team meetings, standups, planning sessionsCommon sections:
- Meeting overview
- Key decisions
- Action items with owners
- Discussion topics
- Blockers and challenges
- Next steps and timeline
Interview Templates
Interview Templates
Use for: Job interviews, customer interviews, researchCommon sections:
- Participant background
- Key insights or qualifications
- Strengths and weaknesses
- Notable quotes
- Recommendations or next steps
Content Summary Templates
Content Summary Templates
Use for: Podcasts, webinars, lectures, videosCommon sections:
- Content overview
- Main topics covered
- Key takeaways
- Notable quotes
- Chapter breakdown with timestamps
Analysis Templates
Analysis Templates
Use for: Research analysis, feedback collection, data reviewCommon sections:
- Overview of findings
- Key themes
- Supporting examples
- Insights and patterns
- Recommendations
Template Examples by Industry
Customer Support
Product Management
Sales & Business Development
Troubleshooting
Extract Doesn’t Match Template
Problem: AI extraction doesn’t follow your template structure Solutions:- Make instructions more specific
- Provide example formats
- Break complex sections into simpler parts
- Test with different transcripts
Missing Information
Problem: Important details not included in extract Solutions:- Explicitly list what to include
- Add section specifically for that information
- Check if information exists in transcript
- Edit transcript to fix any errors
Too Much Detail
Problem: Extract is too long or includes unnecessary information Solutions:- Add length guidelines (“Keep to 3-5 bullet points”)
- Specify what to exclude
- Focus template on key priorities only
- Use “brief summary” or “highlights only” language
Need Help?
If you have questions about creating templates:- See the Extract guide for how to use templates
- Check example templates for inspiration
- Contact our support team at support@sky-scribe.com
- Share your template ideas to help us improve