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Custom summary formats Early Adopter

Plan

Custom summary formats are available on the Early Adopter plan and above. See Plans & billing.

The default write-up works for most meetings — but not every meeting is the same. Output Templates let you change the shape of the note so a 1:1, a sales call and a sprint review each come out the way you'd actually write them.

Manage them on the Output Templates page in the web app (Settings → Output Templates).

Built-in templates​

The Output Templates page with built-in templates12
  1. 1Create your own template
  2. 2Auto-match picks the best template from what was said
Output Templates — the structure ScribX uses to write each meeting's summary.

ScribX ships with ready-made templates you can use as-is, grouped by category (General, Sales, Team, Hiring, Research). For example:

  • General — Key points · Overview · Action items · Discussion topics
  • 1:1 — Updates & wins · Blockers & concerns · Feedback · Growth & goals · Action items
  • Daily Standup — Completed · Planned · Blockers · Action items

Turn on Auto-match template to content and ScribX picks the best-fitting template per meeting, falling back to your team default.

Your own template​

The new-template editor with named sections and a live preview123
  1. 1Name the template and pick a category
  2. 2Add sections — each generates one part of the summary
  3. 3Live preview of how a summary will look
Build a template from named sections — each one becomes part of the summary.
  1. On the Output Templates page, click New template.
  2. Give it a name and category.
  3. Add sections — for each, set a heading, a format (paragraph, bullets…) and an AI prompt telling ScribX what to extract.
  4. Use the live preview to see how a summary will look, then Create template.
  5. Select it on any meeting, or Set default for a team.
tip

Combine a template with a context & glossary so the sections come out filled with the right names and terms.

Regenerate in a new format​

Already have a meeting written up? Switch its template and regenerate — the note rebuilds in the new shape without recapturing.

What's next?​