> ## Documentation Index > Fetch the complete documentation index at: https://docs.sky-scribe.com/llms.txt > Use this file to discover all available pages before exploring further. # Templates > Build and manage templates that define what information to extract from your transcripts. ## 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 **Think of templates as:** * 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 Navigate to the **Templates** tab in your dashboard. Click the **Create New Template** or **+ New Template** button. Give your template a clear, descriptive name that reflects its purpose. **Examples:** * "Sales Call Summary" * "Product Feedback Analysis" * "Weekly Standup Notes" * "Customer Support Insights" 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 Save the template and test it on a sample transcript to see if it extracts the right information. 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: ``` [Section Name] - What to extract - How to format it - Level of detail [Another Section] - Different focus area - Specific formatting ``` ### 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. ``` ### Tips for Better Templates Clear instructions produce better results **Good:** "List all action items with owners and deadlines" **Bad:** "Summarize the meeting" Define how you want information structured Use bullets, numbers, sections, or tables to organize output Show the AI what you want Include sample outputs or formats in your template Tell the AI what matters most Prioritize important information over comprehensive coverage ## Pre-defined Template Examples Learn from SkyScribe's pre-defined templates: ### 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 ### 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 ## 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. ## 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. ## 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 **Use for:** Team meetings, standups, planning sessions **Common sections:** * Meeting overview * Key decisions * Action items with owners * Discussion topics * Blockers and challenges * Next steps and timeline **Use for:** Job interviews, customer interviews, research **Common sections:** * Participant background * Key insights or qualifications * Strengths and weaknesses * Notable quotes * Recommendations or next steps **Use for:** Podcasts, webinars, lectures, videos **Common sections:** * Content overview * Main topics covered * Key takeaways * Notable quotes * Chapter breakdown with timestamps **Use for:** Research analysis, feedback collection, data review **Common sections:** * Overview of findings * Key themes * Supporting examples * Insights and patterns * Recommendations ## Template Examples by Industry ### 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. ``` ### 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. ``` ### 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] ``` ## 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](/guides/extract) for how to use templates * Check [example templates](#pre-defined-template-examples) for inspiration * Contact our support team at [support@sky-scribe.com](mailto:support@sky-scribe.com) * Share your template ideas to help us improve