Quick Summary
Coffee automatically creates an AI summary for every recorded meeting. A default General template is applied, and you can switch to any pre-created template or edit them to match your process.
Permissions note:
Editing and creating summary templates is restricted to admins. All other roles 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.
You can:
Switch to a different pre-created template based on other sales methodologies (e.g. BANT, MEDDIC, MEDDPICC, SPICED)
If you are an admin or owner, you can also:
Edit existing templates
Save your own custom template
This lets you personalize summaries for different sales methodologies or your own custom workflow (discovery, negotiation, onboarding, implementation, etc.).
How to select or edit a summary template
Follow these steps from any recorded meeting:
Go to the meeting you want to review.
Open any follow-up item to reveal the meeting tools.
In the top-right corner, click into the meeting summary panel.
In the bottom-right corner either select a different template from the list, or click the gear icon next to the template name to edit it.
Need more help?
If you need further assistance, contact us at [email protected].