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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.

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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
Think of templates as:
  • A recipe for extracting specific insights
  • Instructions for organizing information
  • A reusable format for consistent results

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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.

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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.

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Writing Effective Templates

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Template Structure

A well-structured template clearly defines sections and what belongs in each: 
[Section Name]
- What to extract
- How to format it
- Level of detail

[Another Section]
- Different focus area
- Specific formatting

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Example: Sales Call Template

Call Overview
Provide a brief summary of the call including the prospect name, company,
and main topics discussed.

Pain Points & Needs
List the key challenges and needs mentioned by the prospect. Include
specific examples they shared.

Product Interest
Outline which products or features the prospect showed interest in and why.

Objections & Concerns
Document any objections, concerns, or hesitations raised during the call.

Next Steps
List all agreed-upon action items with owners and timelines:
• Action item - Owner - Timeline

Opportunity Score (1-10)
Rate the likelihood of closing this deal based on the conversation, with
brief reasoning.

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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

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Pre-defined Template Examples

Learn from SkyScribe’s pre-defined templates:

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Team Meeting Template

Overview
The team reviewed company progress, key milestones, and upcoming goals.
Leadership shared updates on product development, funding, and growth
strategies. Teams highlighted recent wins and challenges. The meeting
concluded with a Q&A and a discussion on cross-functional collaboration
for the next quarter.

Timeline Outline
• Company Progress & Key Milestones
• Product Development Updates
• Funding & Growth Strategies
• Team Wins & Challenges
What makes this effective:
  • Clear overview section
  • Structured timeline with bullet points
  • Focuses on key topics
  • Easy to scan

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Candidate Interview Template

Candidate Background
[Summary of experience, education, and current role]

Key Qualifications
• Qualification 1
• Qualification 2
• Qualification 3

Strengths
[Notable strengths demonstrated in interview]

Areas of Concern
[Any concerns or gaps identified]

Cultural Fit
[Assessment of how candidate aligns with company values]

Recommendation
[Hire/No hire with reasoning]
What makes this effective:
  • Organized decision-making framework
  • Clear sections for different criteria
  • Actionable recommendation
  • Consistent evaluation across candidates

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Editing Templates

To modify an existing template:
  1. Navigate to the Templates tab
  2. Find the template you want to edit
  3. Click the Edit icon
  4. Make your changes
  5. Save the updated template
Editing a template affects future extractions but does not update previous extracts created with that template.

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Deleting Templates

To remove a custom template:
  1. Navigate to the Templates tab
  2. Find the template you want to delete
  3. Click the Delete icon
  4. Confirm deletion
Only custom templates can be deleted. Pre-defined templates are permanent but you can create modified versions with different names.

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Template Best Practices

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1. Start with Pre-defined Templates

Use SkyScribe’s templates as starting points and modify them for your needs.

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2. Test and Iterate

Create the template, test it on real transcripts, refine based on results.

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3. Keep Templates Focused

Better to have multiple specific templates than one that tries to do everything.

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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”

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5. Document Your Templates

Add context in template names or instructions about when to use them.

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Common Template Types

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
Use for: Job interviews, customer interviews, researchCommon sections:
  • Participant background
  • Key insights or qualifications
  • Strengths and weaknesses
  • Notable quotes
  • Recommendations or next steps
Use for: Podcasts, webinars, lectures, videosCommon sections:
  • Content overview
  • Main topics covered
  • Key takeaways
  • Notable quotes
  • Chapter breakdown with timestamps
Use for: Research analysis, feedback collection, data reviewCommon sections:
  • Overview of findings
  • Key themes
  • Supporting examples
  • Insights and patterns
  • Recommendations

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Template Examples by Industry

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Customer Support

Call Summary
Brief overview of the customer issue and resolution.

Customer Information
• Name, Account ID
• Product/Service affected
• Priority level

Issue Description
Detailed description of the problem reported.

Troubleshooting Steps
List all steps taken to diagnose and resolve the issue.

Resolution
Final solution and outcome.

Follow-up Required
Any pending actions or customer follow-ups needed.

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Product Management

User Feedback Summary
Overview of feedback session and participant details.

Feature Requests
• Feature 1 - User pain point
• Feature 2 - User pain point

Pain Points
Current frustrations and challenges mentioned.

Positive Feedback
What users love about the product.

Competitive Mentions
Any competitor products mentioned and why.

Action Items
Product team next steps based on feedback.

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Sales & Business Development

Prospect Overview
Company, contact person, and call purpose.

Current Situation
Prospect's current challenges and needs.

Budget & Timeline
Discussed budget and decision timeline.

Decision Makers
Who is involved in the decision process.

Competitive Landscape
Other solutions being considered.

Next Steps
• Step 1 - Owner - Date
• Step 2 - Owner - Date

Win Probability: [Score/10]

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Troubleshooting

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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

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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

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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

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Need Help?

If you have questions about creating templates: