Different meeting types need different summary formats. A discovery call should surface pain points and budget signals. An onboarding call should capture action items and open questions. Summary templates let you define exactly what Clarify extracts from each type of meeting — so every summary is structured for how your team actually uses it.
How it works
Each template has two parts: a set of instructions that guide the AI's overall approach, and an ordered list of sections that define the output structure. When a meeting is summarized, Clarify uses the template assigned to that meeting's type. Meetings with no type assigned use the Default Template.
Changes to a template take effect immediately for future meetings. Past meetings can be reprocessed on demand.
Find summary templates
Go to Settings → Intelligence → Meeting intelligence → Summaries and tasks → Summary templates.
The left rail shows the Default Template and one entry for each meeting type in your workspace. Types are color-coded tags — the same labels you see on meetings in the app.
Edit a template
Select a template from the left rail
Edit the Instructions field — overall guidance for the AI (e.g., "Focus on technical requirements and integration scope"). 500 characters max.
Add, edit, or reorder Sections. Each section has:
- Title — the section header in the summary output. 100 characters max.
- Content description — what the AI should capture in that section. 500 characters max.Add up to 50 sections per template.
Settings save automatically. There is no save button.
Default Template
The Default Template applies to any meeting with no meeting type assigned. It is always present and cannot be deleted.
If your workspace uses meeting types consistently, the Default Template acts as a fallback for one-off calls or uncategorized recordings.
Seed templates
Clarify includes five pre-built templates as a starting point:
Sales: Discovery — BANT (Budget, Authority, Need, Timeline), pain points, next steps
Sales: Closing — Decision criteria, objections, committed next steps
CS: Onboarding — Setup progress, open questions, action items
CS: Account Review — Expansion opportunities, GTM tech stack, health signals
CS: Support — Issue description, reproduction steps, resolution
Edit any seed template or use them as a reference when building your own.
Reprocess past meetings
After saving changes to a template, a Rewrite summaries button appears at the top of the template editor. Use this to apply the updated template to meetings that were already summarized.
Click Rewrite summaries
Choose a date range: Last 30 days or Last year
Confirm — Clarify queues the reprocessing job
ℹ️ Cost: 30 credits per meeting reprocessed. Check your credit balance in Settings → Billing before running a large rewrite. Rewriting replaces the previous summary — there is no undo.
Manage meeting types
The meeting types available for templates are the same types used across your workspace. To add, rename, or delete a type, click Edit meeting types at the bottom of the left rail.
Deleting a meeting type removes its template. Meetings previously assigned that type fall back to the Default Template for any future reprocessing.
Limitations
Templates are workspace-wide. Individual members cannot maintain personal templates.
50 sections per template maximum.
If the Rewrite summaries button is not visible, the feature is not enabled for your workspace — contact support.
Credits are consumed at rewrite time. If your workspace runs out of credits mid-job, remaining meetings in the queue are skipped.
Changing a meeting's type does not auto-regenerate its summary. Use Rewrite summaries to reprocess.