Coffee automatically creates an AI summary for past meetings and an AI briefing for future ones. By default, a predefined template is applied to all meetings.
If you create a custom template, a selector appears directly in the meeting summary so you can switch between them.
Permissions note:
Editing and creating summary templates is restricted to Owners and Admins. Members can apply and use existing templates.
How Coffee’s summary templates work
After a meeting is recorded, Coffee generates an AI summary using the General template. Depending on your role, you can customize how these insights are captured.
All users can:
Switch to a custom template created by a workspace admin. When you select a template for a meeting, this will remain your default template for all briefings/summaries.
Admins and owners can also:
Edit existing templates.
Save and create original custom templates.
This allows you to personalize summaries for different workflows, such as discovery calls, negotiations, onboarding, or implementation sessions.
Create a new summary or briefing template
Admins can build custom templates from scratch to ensure the AI captures the exact details required by their team.
Go to Settings (bottom left corner).
Select Intelligence, then click the Meetings tab.
Click the dropdown under Meeting Briefing or Meeting Summary.
Select + New Custom Template.
Enter a name, a title, and the AI prompts you want Coffee to process.
If needed, click to add additional sections for more granular output.
Click Save changes.
To edit an existing template:
Click the dropdown under Meeting Briefing or Meeting Summary and select the template you want to edit.
Click Edit Template below the section list.
Make your changes.
Click Save changes.
