Your Meetings, Your Way: The Power of Fellow’s Custom Recap Templates

Most teams run dozens of meetings every week, and while those conversations are full of important details, turning them into something clear and useful is often where the real work begins. Even with AI-generated recaps, it can still be a challenge to surface specific insights because the needs and outcomes from each team and meeting are unique. 

Fellow already turns your conversations into accurate, secure AI recaps that keep teams aligned. But every team has different priorities. A Sales call isn’t a design review. A standup isn’t an interview.

Now, your Fellow AI recaps can adapt.

What are Fellow’s custom recap templates? 

Custom Recap Templates give you control over how insights are organized and surfaced,  so every meeting delivers the exact insights and structure your team needs to take action faster. Choose from 13 pre-existing templates or create your own that can be shared across your workspace. No more copy-pasting into other tools. The insights each team cares about now appear automatically, organized the way they need them, with no extra steps. 

How do Fellow’s custom recap templates work?

Choose an existing template or build your own

Fellow gives you the flexibility to choose whichever pre-set custom recap template is right for you. Whether it’s sales-specific formats like Discovery or Follow up calls, or use case-specific formats like 1-on-1s, brainstorming sessions, or project kickoffs, you can easily apply the template that’s relevant to you with a single click. On the other hand, you may want to build out your own template instead. You can take existing sections from Fellow’s AI recap and structure your custom template with the ones most relevant to you, and even create custom sections that tell Fellow what to identify from your meetings.

Apply templates before or after the meeting

You can apply Custom Recap Templates before or after a meeting, depending on what works best for you. If you attach a template to a meeting series ahead of time, like a weekly standup, every meeting in that series will automatically produce a recap in that format, giving you a consistent, predictable structure from the start. You can always apply one after a meeting and regenerate the recap, and it will instantly shift into the layout you want. This gives teams full flexibility, letting them plan ahead when they can or adjust things later when they need to.

Choose between private or public custom recap templates

Admin controls and workspace permissions help keep Custom Recap Templates organized by deciding who can create and share them. Personal templates are just for you and let you shape your own recaps privately, while workspace templates are shared across the whole team and are useful when everyone needs the same layout, like for sales calls or interviews. In larger companies, letting everyone publish workspace templates would quickly create clutter, so admin controls limit who can add shared templates and keep the library clean and easy to navigate. When someone uses a workspace template you made, they only see the finished structure, not the prompts behind it, so the template stays clear, simple, and protected from accidental changes.

Set it and forget it 

For teams with regular meetings, this feature is a huge time saver. Once you attach a template to a recurring series, every recap automatically uses the same format going forward. Leaders don’t have to remind people to apply it, and teams get the same clear structure every week. It’s one less thing to think about.

Custom recap template use cases by aeam

Sales & Customer Success

Sales and Customer Success teams care deeply about the customer’s goals, their sentiment, their wins, their challenges, and any risks that might affect next steps. With Custom Recap Templates, these teams can automatically surface sections like Goals, Sentiment (with a short reasoning line), Successes, Challenges, and Feedback, along with built-in Action Items and Decisions. Sales teams can also use structured formats like BANT, MEDDIC, SPICED, or dedicated Sales Follow-Up templates to get an instant read on deal health. All of this makes it easy to understand the call at a glance without rewatching recordings or stitching together notes from different people.

HR & Recruiting

Hiring teams need interviews to be structured, consistent, and fair,  and Custom Recap Templates make that easy. Instead of loosely capturing “strengths” or “concerns,” recruiters and interviewers can use sections like Candidate Overview, Candidate Background, Skills & Experience, Aspirations, Compensation & Timeline, and Questions & Answers, with built-in Action Items automatically added. Every recap follows the same structure, making candidates easier to compare and ensuring every interviewer captures the same type of information without having to rewrite or reformat their notes.

Engineering, Product & Project Teams

Engineering, Product, and Project teams rely on clear visibility into what’s happening day-to-day; from blockers and dependencies to overall project status. With Custom Recap Templates, they can automatically surface sections like Roundtable Updates, Blockers, and Announcements for standups, or Purpose & Objectives, Key Deliverables, Timeline, and Risks & Dependencies for project kick-offs, alongside built-in Summary, Action Items, and Decisions. Instead of digging through long notes or piecing together updates from different sections in the recap, it arrives pre-organized with the details that matter most, helping teams stay aligned and ensuring nothing slips through the cracks as work moves forward.

Leadership & Operations

Leadership and Operations teams need fast, high-level clarity. With Custom Recap Templates, they can create recaps that surface the information that matters most, using sections like Business Overview, Strategic Direction, Market Insights, Financial & Operational Highlights, and Team & Department Updates from all-hands meetings, or Top of Mind, Wins, Challenges, and Feedback from 1-on-1s. Built-in Action Items automatically pull in next steps across both meeting types. Leaders get an instant snapshot of decisions, risks, and patterns across the business, staying in the loop without digging through long recaps or watching recordings.

Final thoughts

Custom Recap Templates bring several important benefits to teams and organizations. They save a lot of time by removing extra steps like copying transcripts into AI tools, rewriting recaps, or searching through long notes, since the information you need shows up right away. They also make key details easier to see, putting important insights like blockers, sentiment, candidate strengths, or project status front and center so everyone stays aligned. Because templates can be as simple or as detailed as a team needs, they fit a wide range of workflows, giving each team a recap that works the way they do. Once a template is set, every meeting in that series follows the same clear structure, making recaps more predictable, comparable, and easier to review over time. All of this leads to better decision-making, because when the right insights are surfaced consistently, teams can move faster, stay focused, and spend their energy on what comes next instead of figuring out what happened.