Summary Templates are how Bloks turns AI into your assistant.
Whether you're in sales, investing, product, or operations, the way you interpret a conversation is unique to your role. Templates let you define what matters most—so every summary reflects your priorities, not just a generic recap.
What Are Summary Templates?
Summary templates define how your meeting summaries are structured. You can choose from default options like "By Topics Discussed" or build fully custom templates that reflect your team’s workflows, sales goals, internal discussions, or even VC meeting formats.
Where to Find Templates
When viewing any summary:
Look just under the Summary tab.
You’ll see an icon with magic stars (✨) labeled with the active template (e.g., By Topics Discussed).
Click this to explore or switch templates.
💡 You can also manage all your templates from the Settings menu.
Just go to Settings → Summary Templates to access the full library, edit existing ones, or create new templates outside of any individual summary.
“By Topics Discussed” Template
This is the default and most dynamic option:
Bloks identifies the key topics from the conversation.
The summary is then automatically organized into those unique topic areas, for the unique conversation.
Using the Template Library
You can explore and manage templates by clicking Manage Templates, where you’ll find:
Prebuilt templates for Internal Calls, Sales, VC meetings, and more.
Options to name, describe, and customize each template.
Customizing Your Own Template
When editing or creating a template, you can:
Add custom topics you want the summary to focus on.
Drag and reorder those topics to define the flow.
Include follow-up instructions (e.g., ignore small talk, focus on deal details, highlight action items).
You can also add ChatGPT-style custom prompts for more advanced personalization.
Template Visibility for Teams
If you’re on a team account, you can control who has access to each template:
Make templates private (only visible to you), or
Share them with teammates so others can apply the same structure to their summaries.
This is helpful for aligning summary formats across sales, customer success, product, or leadership teams.
Auto-Apply Templates
You can configure a template to Auto Apply when specific conditions are met:
When the conversation’s context, title, or topics match the template description, Bloks will attempt to apply it automatically once the meeting ends.
This removes the need to manually choose the right structure—Bloks does it for you.
Switching Templates Anytime
You can change the summary template before or after a meeting.
Switching templates regenerates the summary using the transcript and manual notes.
Important: If you've edited the summary manually, changing the template will overwrite those edits.
Make Every Summary Work for You
With Summary Templates, Bloks becomes an extension of how you listen, think, and follow up.
Instead of a one-size-fits-all recap, you get a summary that’s organized by what you care about—whether it’s next steps, risks, objections, investment signals, or product decisions.
It's not just a summary. It’s your summary—on autopilot.