Recolx allows you to create custom summary templates for different scenarios, such as meetings, interviews, lectures, calls, research discussions, and more.
By creating your own template, you can define how AI should analyze your transcript, what information it should focus on, and how the final summary should be structured.
How to Create a Custom Summary Template
- Open the Recolx App and tap Profile in the bottom navigation bar.
- On the Profile page, find and tap Community.
- Make sure you are on the Summary tab, then tap Create in the top-right corner.
- On the Create page, complete the following fields:
- Name: Enter a clear and recognizable name for your template.
- Description: Briefly describe what the template is designed for and what kind of result it should generate.
- Prompt: Enter detailed instructions describing how you want AI to analyze, organize, and summarize your transcript.
- Review the information you entered, then tap Finish editing and save.
What Should I Enter in the Prompt?
The Prompt is the most important part of your custom template. It tells AI what information to extract, how to organize the content, and what format the final result should follow.
A good prompt usually includes:
- The type of content you want AI to analyze.
- The key information you want AI to identify.
- The sections you want included in the final result.
- The preferred output format, such as headings or bullet points.
- Any special instructions about tone, detail, or accuracy.
For better results, avoid prompts that are too general, such as "Summarize this recording."
Example Custom Template
Below is a general example that you can use as a starting point and customize according to your own needs.
Name:
General Analysis Summary
Description:
Analyzes the transcript and organizes important information into a clear, structured summary.
Prompt:
Analyze the transcript and organize the output into a clear, structured report.
Overview
Provide a brief summary of the content and its main purpose.
Key Topics
Summarize the main topics and important points discussed.
……
Key Insights
Extract significant findings, opinions, conclusions, or noteworthy information.
……
Decisions & Outcomes
Identify confirmed decisions, agreements, or results when applicable.
……
Action Items
List any tasks, responsible persons, deadlines, or next steps mentioned in the transcript.
……
Open Questions
Highlight unresolved issues or topics that may require further discussion or follow-up.
……
Present the result using clear headings and bullet points where appropriate. Prioritize important information, avoid unnecessary repetition, and do not add information that is not supported by the original transcript.
Use AI Polish
When editing the Description or Prompt, you can tap AI Polish to help improve the wording and make your instructions clearer.
AI Polish can help refine your existing text, but we recommend reviewing the generated result before saving to make sure it accurately reflects your intended use.
Tips for Creating Better Templates
- Be specific: Clearly state what information you want AI to identify.
- Define the structure: Specify sections such as overview, key points, conclusions, action items, or follow-up topics.
- Describe the output format: Ask AI to use headings, bullet points, tables, or other formats when appropriate.
- Include important details: If needed, ask AI to identify names, dates, numbers, deadlines, responsibilities, risks, or decisions.
- Avoid overly broad instructions: More detailed prompts generally produce more consistent and useful results.
- Do not ask AI to invent information: You can include instructions such as "Do not add information that is not mentioned in the transcript."
Important Notes
- Make sure your Recolx App is updated to the latest version before creating or editing custom templates.
- The prompt should be detailed enough for AI to understand your analysis requirements.
- You can adjust your template later if the generated summaries do not match your preferred format or level of detail.
- Different types of recordings may require different templates. For example, a meeting summary template may focus on decisions and action items, while an interview template may focus more on questions, responses, and key insights.
Need Help?
If you have trouble creating or saving a custom summary template, please make sure your Recolx App is running the latest version and try again.
If the issue continues, please contact Recolx Support for assistance.
Recolx Support: support@recolx.ai
Official Website: https://recolx.ai/
Recolx Help Center: https://support.recolx.ai/hc/en-us