AI-powered Meeting notes - Page Templates & Custom Prompts for meetings

[Martin Cleaver]

Not all meetings in our organization are alike. They vary by topic, style and depth and what outcomes we expect.

e.g. Some of our meetings are routinely more presentation-style than others. Some are intensely technical where particular details matter.

I want to choose the summarization details that Loom picks up, e.g.

• in Engineering, pay attention to makes, model, dates and dependencies.
• in sales, to incentives, customer tendencies, etc. 

And, correspondingly, to control the meeting page format.

• For all meetings, I want to add a table of contents. In some I want the video first, in others the actions. etc.

So, for particular types of meetings I'd want to run particular prompts against the transcripts.

So, is there a way to control the template used to generate the pages? If not, when could we expect there to be?

Both Fireflies and Fathom offer this capability. I could write code but I'd prefer not to. 

Thanks, Martin.

Edit: it looks like there is some capability here, under Edit > Take Action

Then Page:

But I need to add my own prompt and templates as a space admin or Loom workspace admin or user.

[Brittany Soinski · Accepted solution]

Hi Martin,

I'm happy to report that meeting note templates are on our near term roadmap, and we expect to see them in ~October. 😊

[Martin Cleaver]

Excellent. Is it done?

I'm looking through Loom's UI but can't find anything relevant.

BTW - Otter.ai has implemented this now as well. See picture.

[Brittany Soinski]

You should expect to see them next week if you don't already- the roll out has started!

[Martin Cleaver]

It looks like this is a "Loom Recap" feature.

I don't have that tab yet, but perhaps you can tell me where I can read more about it?

Does Loom have a page showing releases? I guess it is a progressive roll-out? Thx

[Brittany Soinski]

Are you on a free plan or a paid plan? Loom AI is not included on our free plans but it's available on paid versions (Biz+AI, Enterprise). You can read more here!

https://support.atlassian.com/loom/docs/record-meetings-with-loom-ai-for-meetings/

[Martin Cleaver]

I have Premium for Confluence and Business+AI for Loom. Notice no recap tab.

Also, your docs page mentions "Auto Summary" in Settings, I don't see that.

Which is why I was looking for releases page, so I can see what's been added over time, not only the final text.

[Brittany Soinski]

Is the screenshot you provided from a regular Loom video, or a meeting that was recorded with Loom AI for meetings?

[Martin Cleaver]

Hi Brittany,

1. In person meetings are still meetings

Oh. Well, so for my meeting, I met with a colleague IN PERSON and recorded the conversation in front of Loom. So that's not recorded the way you expected. 

But shouldn't Loom consider that a meeting? I do when I say it is. And even from a retrospectively tagged "this is a meeting" video I'd then expect it to be treated the same.

Is there another way to record and share an in-person using Loom?

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2. Is this Recap menu going to be fixed or do I get a say?

Now, for another meeting, online this time, I do see the Recap tab, and within that, I see this dropdown.

 

None of these 4 options will suit me, not least because we want to drive multiple meeting minutes from the same meeting (think of this like reporting to technical vs sales colleagues - they care about different things).

I do recognize that Rovo Agents could be made to extract the factors for the relevant audiences but a simple "code your own prompt" would tide us over for the meantime.

Thanks!

   Martin