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Templates shape how Scribe writes a note’s summary. Each template has a Meeting context, which tells Scribe what the meeting is for, and a list of Sections for the summary. Use one of Relyant’s ready-made templates, or create your own.

Open the template library

You can open the library in two places:
  • In a note, open the template picker and click Browse & create templates…. See Pick a summary template.
  • Click Settings in the Scribe sidebar, then Note templates under Notes. This lists your own templates and the ones colleagues shared. Click Open library, or click a template to open it.
The library lists My templates, templates shared with your organization, and Relyant’s templates grouped by type. Use Search templates… to find one by name.

Create a template

1

Start a template

In the library, click New template. To start from an existing template instead, open it and click Duplicate.
2

Name it

Enter a Template name. Click the icon next to it to pick an emoji.
3

Describe the meeting

Under Meeting context, give Relyant an overview of the meeting and your goals for it.
4

Add sections

Under Sections, click Add section. Give each one a Section title and, optionally, instructions for what it should cover. Drag sections to reorder them.
5

Choose who can use it

Pick Private to me, or share it with your organization so everyone can use it.
Changes save automatically, and the library shows Saved once they’re stored.
Sections without a title are skipped. A section the meeting gave nothing for is left out of the summary.

Use a template

When you open the library from a note, pick a template and click Apply template. If the note already has a summary, Scribe regenerates it with the template.

Edit or delete a template

To delete a template, open it, click the … menu, and click Delete. Notes that used it go back to the automatic structure.

Notes and summaries

Work with the AI summary.

Preferences

Set your languages, vocabulary, and calendar.