Generating AI-Powered Summary-Based Templates

Meeting Insights allows you to generate AI-powered summaries that conform to predefined layout templates. This feature is particularly valuable for organizations that require meeting summaries to adhere to a specific structure. For example, your organization may want the summary to include the sections 'Meeting Agenda', 'Main Concerns', and 'Wishful Goal'.

The available template(s) are determined by your organization's Meeting Insights administrator. If multiple templates are available, you can select more than one for a single AI-generated summary. If you select multiple templates, Meeting Insights generates separate summaries for the same meeting recording, each formatted according to a different template.

AI-powered summaries based on templates are available only if enabled by your organization's Meeting Insights administrator.
The summary is generated by an AI model, which may sometimes generate inaccurate information. Therefore, it's recommended that you review the summary and edit it if required to ensure accuracy and relevance before sharing it with others.
It may take some minutes to generate the AI-powered summary.
If you're the owner of the meeting recording, you can always trigger AI to generate a summary. Participants of the meeting recording can also trigger it if your organization's administrator has enabled such functionality.
When you activate AI, it generates a Summary, Action Items, Q&A, Issues & Solutions, and a transcription.
To run AI-powered summary based on templates:
1. In the Navigation pane, click  All Meetings, and then click the name of the meeting recording that you want; the Player page appears.
2. Select the Recap tab, and then click Templates.
3. From the 'Language' drop-down list, select the language of your meeting recording.
4. From the 'Templates' drop-down list, select one or more templates:

5. If you selected a template that contains user-input fields, they appear as text boxes, as shown in the figure above. Some fields are mandatory ('Required') and you must enter information into them before generating the summary. You can leave optional fields blank if you want. For example, the Council meeting in the municipality template (above) includes the 'Agenda' required field.
6. Click Generate; AI processes the summary and when finished, the summary appears.

You can run the AI-powered summary again for the same template, or for additional or different templates. Simply click the down arrow on Templates, and then from the drop-down list, choose Run AI:

To view the generated summary, select the Recap tab, and then click Templates. If you generated a summary based on multiple templates, a tab is displayed for each template, as shown in the example below for the 'Deep Dive' and 'Council meeting in the municipality' templates. Simply click the tab of the summary-based template that you want to view.