Once you have created your templates on the bliro platform you can create meeting summaries based on these templates. Learn how to create templates here.
In order to use templates for your meetings, make sure that the relevant templates are marked as active via the orange toggle. By default, bliro will use your Default Template to summarise your meetings (in this case "✏️ - Standard Meeting").
Choose the appropriate AI template for your Calendar Events
To use a different template, just click on the AI Templates icon (✨) in your desktop app and choose the suitable template for that call (e.g. "🎙- Sales Discovery Call").
Now "🎙- Sales Discovery Call" is the active template and the meeting will be summarised based on this template.
Choose a different template for Non-Calendar Meetings
With Bliro, you can also start capturing a spontaneous meeting which is not scheduled in the calendar.
1) Choose "No Calendar Event" in your meetings menu.
2) Select the suitable AI template for your call's purpose, and click on "Start Meeting". This way you can start a meeting instantly, and you will have the opportunity to edit and save the meeting details later as well.
Regenerate Summaries based on a different template
It can always happen that you selected the wrong template before the meeting or that the meeting went differently than expected and the template was not a good fit. If that happens you can always regenerate AI Meeting Notes based on a different template.
Just find the respective meeting your bliro plattform and change the meeting's template.
Once you have selected a new template, find the stars (✨) in the upper right corner of your screen. Click on the stars to create a new Summary on the basis of the new template.
We are very interested in your questions and feedback! Feel free to directly reach out to one of our founders Maurice ([email protected]) or start chatting with us via the bot on our Website.