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Customize your AI templates

AI templates shape how Klarity writes your automatic content: each template declares a framework — a global context and a list of sections — that the AI follows when generating. You get summaries and emails in your format rather than a generic one.


Understanding AI templates


The AI templates screen is a full entry in the Settings left menu (Settings › AI templates). A template does not rewrite your text on the fly: it declares a framework that the AI applies to future generations.


Two tabs separate the two uses:


  • Session summary — the framework of the internal summary generated after each session.
  • Report email — the framework of the report draft sent to the client.


Each tab lists your templates as cards. A card may carry a badge: Default (the fallback template of that type), Provided (a template shipped by Klarity) or Shared. The New template button creates a template in the current tab.


Good to know: a template applies to future generations. Summaries and drafts already written are never regenerated, even after the framework is changed.


Create a template


  1. Choose the Session summary or Report email tab, then click New template. A panel opens on the right.
  2. Name — a label to find this template in the list (e.g. "Balanced summary").
  3. Description (optional) — a purely indicative note to help you find your way; it is never sent to the AI.
  4. Context (optional) — the general framing that applies to all sections: tone, angle, style (e.g. "Stay factual and concise, warm tone without interpretation").
  5. Sections — the framework itself. Add a section with Add a section (up to 15). For each one, enter a title (it becomes a heading in the generated content), a description of what it should contain, and a rendering type: Bullet list, Paragraphs or Engagements. Reorder them by drag and drop.
  6. Language — the language the AI writes in. It is chosen at creation and can no longer be changed afterwards.
  7. Confirm with Create template. The template appears in the tab's list.



At least one section with a title and a description is required to save. Without that, saving is rejected.


Attach a template to a session type


A template does nothing until it is used. It is at the session type level that you choose which template drives the summary and the email:


  • Open Agenda › Manage session types, edit a type and select its Summary template and its Report email template.
  • A session type with no template attached uses the template marked Default for that type.


To designate a default template, edit it and enable Use as default template: it will serve as the fallback for all types that don't have their own template.


Edit, duplicate or delete


On an editable template card, two actions are available at the bottom:


  • Duplicate — creates a copy (suffixed "copy") that you can adapt without touching the original. The edit panel opens directly on the copy.
  • Delete — removes the template. The session types that used it fall back to the organization's default template. Past sessions are never changed.


A template marked Default cannot be deleted as is. First designate another default template for that type, then delete this one.


💡 Tip: start from a Provided template, duplicate it, then adjust the framework after a few real sessions. You'll better know which sections you want to see appear (or disappear) once the format meets your actual reports.


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Updated on: 18/07/2026

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