A custom meeting note template AI can follow is a list of sections, each with a heading and an instruction. Comu includes 30+ built-in summary templates and lets you save your own in the free Starter plan (checked Nov 9, 2026). Four copyable templates follow: sales call, customer discovery call, 1:1 and project kickoff.
If you want a template now, jump to the four copyable templates. To see how templates work in the app first, start with how summary templates work in Comu.
How do custom summary templates work in Comu?
A summary template sets the focus points and the output structure of the summary Comu writes for a recording. Comu matches a template to the content automatically, and you can also generate the summary with a template you choose. The summary text stays editable after it is written.
A saved template is a set of instructions, not a finished summary. It produces a summary only when it is applied to a recording, so one template serves every conversation of the same type.
Comu ships with 30+ built-in templates, and the count keeps growing, so the list inside the app is the current one. The built-in templates cover general, insurance, sales, real estate, medical, legal, journalist, wealth management, headhunter and manager roles.
When none of those fits, you build your own. You set the focus points and the output structure you use at work, for example client needs, key concerns and next steps, and Comu organizes the recording to match.
AI-generated results are intended to assist users and may require user review and adjustment before final use. Read each summary against the transcript and edit the text wherever a line needs a correction. Summaries can also combine the audio with images, documents and your own Notes.
What is included in Starter, and what needs Premium or Elite?
Starter, the plan that comes free with Comu Note Pro and Comu Action Pro, includes the 30+ built-in templates, custom templates and unlimited basic summaries. Premium or Elite adds automatic summaries, unlimited Deep Dive Suite, custom vocabulary and Meeting Prep.
| Feature | Starter (free with the device) | Premium or Elite |
|---|---|---|
| Basic summaries | Unlimited | Unlimited |
| 30+ built-in summary templates | Included | Included |
| Custom summary templates | Included | Included |
| Speaker identification | Included | Included |
| Real-time transcription | Unlimited | Unlimited |
| How a summary starts | You start the transcript and the summary | Automatic after the recording syncs (AI Note Automation) |
| Deep Dive Suite | 3 a month | Unlimited, can generate automatically |
| Custom vocabulary | Not included | Included |
| Meeting Prep | Not included | Included |
Both devices use the same Comu app, so the template features are identical on Comu Note Pro and Comu Action Pro. Premium and Elite are bought only inside the Comu app, through the App Store or Google Play. The website does not sell subscriptions.
Custom vocabulary (Premium or Elite) improves the transcription and summary accuracy of names and terms. For everything else the free plan covers, read the Comu AI transcription, summaries and feature guide.
How do you choose a summary template for a recording?
Use the automatic match for a general recap, a built-in template when your conversation fits one of its roles, and a custom template when you want your own sections in your own order.
| Your recording | Template to use |
|---|---|
| A general recap of any conversation | The automatic match, with no setup |
| A conversation in insurance, real estate, medical, legal, journalism, wealth management, recruiting or management work | The built-in template for that role |
| A sales call with your own stages, fields and follow-up | A custom template, such as the sales call template below |
| A research conversation where you want the problem in the participant's own words | A custom template, such as the customer discovery call template below |
| A recurring meeting with the same agenda every time | A custom template named after the meeting |
How do you build a custom summary template in Comu?
Set up the template in the Comu app for one conversation type, describe what each part of the summary should contain, save it and use it to generate the summary for a recording.
- Pick one conversation type. A template for all meetings ends up with generic sections, while a template for sales calls can ask for budget, objections and the next step.
- In the Comu app, create a custom template for that conversation type.
- Add the parts of the summary one at a time. For each part, say what it is about and what Comu should write in it.
- Order the sections the way you read the summary, with the one you read first at the top.
- Save the template and apply it to a recording to generate the summary.
- Compare the result with the transcript and edit the summary text where needed.
Meeting notes template for AI: four copyable templates
Each template below has a name, a one-line description of the conversation and a list of headings, each paired with an instruction. Use the headings and instructions as the focus points and output structure of a custom template. Words in [brackets] are placeholders to replace with your own.
Template 1: AI summary template for a sales call
Template name: Sales call
Conversation: A call between one salesperson and one prospect or customer about a purchase decision.
| Section heading | Instruction |
|---|---|
| Call snapshot | In two lines, state who was on the call (name, company, role), the purpose of the call and the stage it reached: first conversation, demo, pricing or negotiation. |
| What the customer wants | List the problems or goals the customer described, one bullet per need, in the customer's wording. Put the one they stressed most first. |
| Current solution and gaps | Name the tool, vendor or process the customer uses today and each frustration they mentioned about it. Include only what the customer said. |
| Budget, timeline and decision process | Give any budget figure, the date they want to decide or go live, who signs off and who else is involved. Write "Not discussed" for each item that did not come up. |
| Objections and concerns | List each objection as the customer phrased it, then the answer given. Mark each one Resolved or Open. |
| Commitments | List every promise made by either side as one line: who, what and by when. |
| Next step | State the single agreed next step with its date and time. If none was agreed, write "No next step agreed" and suggest one for [your product or offer]. |
| Follow-up email draft | Write a follow-up email to the customer in under 120 words: thank them, repeat their top need, list the commitments and propose the next step. |
The same headings work as a base for other AI summary templates sales call teams need, such as a demo call or a renewal call. Change the instructions to fit each stage.
Comu records a call through the built-in bone-conduction microphone when you attach the device to the phone. Tell the other person you are recording. Laws on recording calls differ by country and state, and you are responsible for following them. For the full path from recording to review, read best recorder for sales calls.
Template 2: Customer discovery call
Template name: Customer discovery call
Conversation: A research conversation with a potential customer or user to learn about their problem. The goal is to listen.
| Section heading | Instruction |
|---|---|
| Participant profile | State the participant's role, the type and size of their company if mentioned, and how they relate to [the problem area]. |
| The problem in their words | List each distinct problem as one bullet and keep the participant's own wording. Order the bullets by how strongly they described them. |
| How they solve it today | Describe the current workaround step by step: the tools used, who is involved and how often it happens. |
| Cost and frequency | Give how often the problem occurs, how long it takes and what it costs when it goes wrong, using only figures the participant gave. |
| Past attempts | List each solution they tried before and the reason they stopped using it. |
| Surprises | List anything that differs from our assumptions. Write each as "We assumed: [assumption]. We heard: [what was said]." |
| Buying signals and blockers | List statements about urgency, budget, who decides and what would stop a purchase. Name the speaker for each. |
| Verbatim quotes | Copy up to three sentences, word for word, that capture the problem best. Name the speaker. |
| Follow-up questions | Write three questions worth asking in the next conversation, based on topics the participant raised and the call did not explore. |
Speaker identification is included in Starter, so the template can name the speaker for each quote and statement. For question lists and recording steps, read the user interview guide.
Template 3: 1:1 meeting
Template name: 1:1 meeting
Conversation: A recurring one-on-one between a manager and a direct report.
| Section heading | Instruction |
|---|---|
| Topics covered | List each topic in the order it was discussed, with one sentence per topic. |
| How they are doing | Note workload, energy or mood signals the person expressed, in their words. Add no judgment of your own. |
| Progress and blockers | For each current goal, give progress since the last 1:1. For each blocker, name the person who can remove it. |
| Feedback exchanged | List feedback given in each direction. Name who gave it and the specific situation or behavior it refers to. |
| Growth and career | List skills, goals and development topics the person raised, and any support they asked for. |
| Decisions | List each decision with the reason behind it. |
| Action items | One line per action, split into two groups: [manager] and [direct report]. Give the task and the due date. |
| Carry over to next 1:1 | List topics that were raised and not finished, and questions to ask at the start of the next 1:1. |
For sensitive meetings, add one more line to the template: "If the person shared something personal, leave it out of the summary unless they asked for it to be included." Because the line sits in the template, every 1:1 summary is generated with it. For a plain minutes layout you can download, read the meeting minutes template guide.
Template 4: Project kickoff
Template name: Project kickoff
Conversation: The first meeting of a project, with the project team, stakeholders and a sponsor.
| Section heading | Instruction |
|---|---|
| Project goal | In one sentence, state what the project will deliver and why it matters to [the business or the customer]. |
| Scope | Give two lists: what is in scope and what is out of scope, exactly as agreed in the meeting. |
| Success measures | List how success will be judged: the measure, the target and the person who tracks it. |
| Timeline and milestones | List every date mentioned in order, with what is due on each date. |
| Roles and owners | List each person with their role and what they are responsible for. |
| Risks and dependencies | For each risk, give who raised it and the mitigation discussed. For each dependency, give who owns it. |
| Decisions made | List each decision, the person who made it and the reason. |
| Open questions | List each unresolved question with the person who will answer it and the date. |
| Next steps this week | One line per action: owner, task and due date. |
Comu's Actions feature extracts to-dos from recordings and identifies owners, decisions, deadlines and next steps. The Next steps section in this template puts the same information inside the summary.
How do you write a good template instruction?
A good template instruction names the content, the format and the limit for one section. Three habits make instructions concrete.
Tip 1: Name the content and the format
An instruction that says "summarize" leaves Comu to guess what you want. An instruction that names the items, the layout and the order gives it a clear target.
| Generic instruction | Concrete instruction |
|---|---|
| Summarize the customer's needs. | List each problem the customer described, one bullet each, most stressed first, in their wording. |
| Note the objections. | List each objection as the customer phrased it, then the answer given, and mark it Resolved or Open. |
| Write the action items. | One line per action: owner, task, due date. |
| Capture the timeline. | Give every date mentioned, in order, with what is due on that date. |
Tip 2: Give every section a fallback
A section whose topic never came up still needs an output. Tell the template what to write in that case: "Write 'Not discussed'" or "Write 'None raised'". Add "Include only what was said in the recording" to sections that hold facts such as budgets, dates and names. The fallback tells Comu what to write when a topic did not come up, and it makes the gaps in a conversation visible at a glance.
Tip 3: Set a size and a reader
Add a limit and a reader to the sections people read first. "Limit this section to five bullets" or "Write for a teammate who missed the call" give the section a size and a voice. If a section needs more than one job, split it into two headings. The sales call template above separates "What the customer wants" from "Current solution and gaps" for that reason.
What do you need to use these templates with Comu?
The free Starter plan comes with Comu Note Pro and Comu Action Pro and includes the built-in templates and custom templates. Comu Action Pro costs $179.99 and Comu Note Pro costs $128.99 (US store, checked Nov 9, 2026). See Comu Action Pro or Comu Note Pro.
Frequently Asked Questions
What is a custom meeting note template for AI?
A custom meeting note template for AI is a saved list of section headings, each with an instruction that tells the AI what to write under it. In Comu, you apply the template to a recording and the summary follows your structure. You can reuse the same template on every conversation of the same type.
How many summary templates does Comu have?
Comu has 30+ built-in summary templates, and the count keeps growing, so the list in the app is current. Custom templates are on top of those.
Can I create my own summary template in Comu?
Yes. You set the focus points and the output structure you use at work, save them as a template and apply them to recordings. Starter includes custom templates.
Do custom summary templates need a Premium or Elite subscription?
No. Custom templates and the 30+ built-in templates are part of the free Starter plan that comes with the device. Premium or Elite adds automatic summaries, unlimited Deep Dive Suite, custom vocabulary and Meeting Prep. Subscriptions are bought only inside the Comu app, through the App Store or Google Play.
Does Comu write the summary automatically?
On Starter, you start the transcript and the summary yourself after a recording syncs. On Premium or Elite, AI Note Automation transcribes and summarizes automatically after the recording syncs to the app. Every plan includes unlimited basic summaries.
Can I edit the summary after Comu writes it?
Yes. The summary text is editable, so you can compare it with the transcript and correct any line after Comu writes it.
Can I use a sales call template for a phone call?
Yes. Comu records a phone call through the built-in bone-conduction microphone when you attach the device to the phone, and you apply the sales call template to the recording afterward. Tell the other person you are recording. Laws on recording calls differ by country and state, and you are responsible for following them.
Is a sales call summary kept private?
Comu has passed GDPR, HIPAA and SOC 2, and it is CCPA compliant. Files are encrypted throughout, Comu does not sell data to third parties or use it to train AI, and you can delete your data in the app.
Related reading
- Comu AI Transcription, Summaries & Feature Guide
- Best Recorder for Sales Calls: Recording, Transcription, and Call Review Workflow
- User Interview Guide: Questions, Templates, and How to Record and Transcribe
- Meeting Minutes Template: Free Word Downloads and Examples
- Are AI Action Items Good for Weekly Meetings? The Loop That Makes Them Work
Sources
Checked on Nov 9, 2026.
- Comu, Comu Action Pro and Comu Note Pro
- Comu product team, summary templates, Starter, Premium and Elite plan features, and privacy and compliance details for the Comu app
