Custom Templates

8 features

Create custom summary templates with YAML configuration for specialized outputs.

Overview

Templates control how EdgeNote AI generates summaries. Each template defines custom output sections with specific prompts, allowing you to tailor the summary format to your needs.

Built-in Templates

Ready-to-use templates for common scenarios

Custom Templates

Create your own with YAML

Categories

Organize templates by type

Built-in Templates

EdgeNote AI includes several pre-built templates optimized for common use cases:

Meeting Notes
Default

Agenda, attendees, discussion points, action items, and next steps.

Lecture Notes

Topics covered, key concepts, definitions, examples, and study points.

Interview

Candidate overview, questions asked, responses, and evaluation notes.

Brainstorm

Ideas generated, themes, pros/cons discussed, and selected options.

One-on-One

Topics discussed, feedback given, goals set, and follow-up items.

Quick Summary

Brief overview with just key points and action items.

Creating Custom Templates

Custom templates are defined in YAML format. Each template specifies metadata and a list of output sections with custom prompts.

technical-interview.yaml
yaml
name: Technical Interview
description: Template for technical interviews with coding assessment
category: interviews

outputs:
  - id: candidate_overview
    name: Candidate Overview
    prompt: |
      Provide a brief overview of the candidate including:
      - Technical background mentioned
      - Years of experience
      - Key technologies discussed

  - id: coding_assessment
    name: Coding Assessment
    prompt: |
      Summarize the coding exercise portion:
      - Problem given
      - Approach taken by candidate
      - Solution quality
      - Areas of strength
      - Areas for improvement

  - id: behavioral
    name: Behavioral Insights
    prompt: |
      Extract behavioral insights:
      - Communication style
      - Problem-solving approach
      - Team collaboration examples
      - Leadership examples (if discussed)

  - id: recommendation
    name: Hiring Recommendation
    prompt: |
      Based on the interview, provide:
      - Overall impression
      - Hire / No Hire / Maybe recommendation
      - Suggested role fit
      - Follow-up questions for next round

Template Structure

nameRequired

Display name for the template shown in the template picker.

descriptionOptional

Brief description explaining when to use this template.

categoryOptional

Group templates by category (meetings, interviews, education, etc.).

outputsRequired

Array of output sections, each with an id, name, and prompt.

Output Sections

Each output section defines one part of the summary:

PropertyRequiredDescription
idYesUnique identifier (snake_case)
nameYesDisplay name in the summary
promptYesInstructions for the LLM

Using Templates

Before Recording

Select a template before starting a recording. The template is saved with the recording and used when summarization runs.

After Recording

Change the template for an existing recording and re-run summarization to get a new summary format.

Set Default

Mark a template as your default to automatically use it for all new recordings.

Preview

Preview template output sections in the template editor before saving.

Template YAML Editor
Editing a custom template in the YAML editor