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, briefings, emails and booklets 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.

Four tabs separate the four uses:

• Session summary — the framework of the internal summary generated after each session.
• Briefing — the outline that structures the core of your pre-session briefing: the angles the AI prepares before each session, from the client's history.
• Report email — the framework of the recap draft sent to the client.
• Booklet — the framework of your end-of-engagement booklets: which sections, in what order, with which instructions. You pick the template when generating a booklet; the default template is applied to each new booklet.

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

The Pre-session briefing template

From the Briefing tab, you shape the Pre-session briefing — the outline that structures the core of your pre-session briefing, the preparation angles the AI writes before each session from the client's history. Like the Session summary, it offers a Modality Individual / Collective, chosen at creation.

Creating a template

1. Pick the Session summary, Briefing, Report email or Booklet 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 identify it; it is never sent to the AI.
4. Context (optional) — the overall framing applied to all sections: tone, angle, style (e.g. "Stay factual and concise, warm tone without interpretation"; for a booklet: "warm and appreciative tone, future-oriented").
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 of the generated content), a description of what it should contain, and a rendering type: Bullet list, Paragraphs or Commitments. Booklet templates also offer automatic sections, computed from the client's history with no instruction from you: Themes (the recurring topics worked on), Highlights (the journey's key figures), Milestones (the timeline of key moments) and Excerpts (notable client quotes). Reorder everything by drag and drop.
6. Modality — Individual for one-on-one sessions, or Collective for group sessions. Like the language, it is set at creation and can no longer be changed. This choice only appears for Session summary and Briefing templates.
7. Language — for a Session summary or Briefing template, choose the language the AI writes in (both the summary and the briefing are your internal documents); it is fixed at creation. For a Report email or Booklet template, there is nothing to choose: the field shows Adapted to the client's language — this content is meant for the client, so the AI writes it in their language automatically.
8. Confirm with Create template. The template appears in the tab's list.

Attaching a template to a session type

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

• Open Agenda › Manage session types, edit a type and select its Summary template, its Pre-session briefing template and its Report email template.
• A session type with no attached briefing template uses the practice's default template; failing that, Klarity applies its standard outline. The same fallback applies to the other template types.

To designate a default template, edit it and enable Use as default template: it will act as the fallback for all types without 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. Session types that used it fall back to the organization's default template. Past sessions are never modified.

Related articles

• The AI-generated session summary
• The pre-session briefing
• The report email draft
• The end-of-engagement booklet
• Create and edit a session type

Updated on: 08/09/2026