Creating Your Own Templates: An Intermediate Guide

Want to create a template tailored to your specific meeting types? This guide will show you how to generate custom templates and refine them using Claras' AI assistance.

Before You Start

We recommend:

1. Trying the pre-built templates first
2. Understanding how template improvements work (see our Beginner's Guide to Templates)
3. Having a clear idea of what information you need to capture

Creating a New Template

1. Go to Templates in the menu
2. Click "New Template"
3. Fill in the following:

• Name: A clear, descriptive name (e.g., "Risk Insurance Deep Dive Meeting")
• Description: Describe what you want to capture in these meetings.
• Existing Template (Optional): If you have an existing template from Word/PDF, paste it here

Writing Good Instructions

Your description will help Claras understand how to structure your template. You might include:

• The purpose of the meeting
• Key information that must be captured
• The list of headings you expect to see
• Preferred formatting for particular sections (tables, bullet points, etc.)

Agendas

Once finished, we recommend using Claras to generate your agenda items. Simple navigate to the "Agenda" tab and select "Generate". These agenda items will be shown in future meetings as a useful guide - ensuring you cover everything required for your File Note.

Once generated, you can edit or add new items as required.

Testing Your Template

After generation, it's you're now ready to test your template! Be sure to "Save" your changes first, and then:

1. Create a new meeting
2. Select your new template
3. Record or upload a meeting
4. Submit for processing

Where to next?

• For more on improving templates, see our Beginner's Guide
• For advanced editing, see Advanced Template Guide
• Contact support if you need assistance

Template Checklist

✅ Clear, descriptive name
✅ Detailed instructions
✅ Test with real meeting
✅ Required items added
✅ Email instructions (if needed)
✅ Agenda items (if needed)
✅ Improved based on file note results

Common Questions

Q: I pasted my existing template but the formatting didn't carry over. Is that okay?
A: Yes, Claras is smart enough to pickup where the headings should go.

Remember: The template generator and improver are powerful tools that handle the technical details for you. Focus on describing what you want to capture, and let Claras handle the rest!

Updated on: 04/02/2025