Custom Templates

The nine built-in templates cover common meeting types, but they can’t cover everyone. Custom Templates let you define your own summary structure — your section headings, your instructions — and apply it to any meeting.

​

Open Manage Template

Everything lives in the Manage Template dialog, which you open from the template picker on any meeting’s Summary tab. The dialog has two tabs:

​

Build a template from scratch

1. In Manage Template → My Template, click + Create Template. A new template called Untitled appears and opens for editing.
2. Name it — click Untitled at the top of the editor and type. Until you do, a notice tells you the template won’t appear in the selection list.
3. Add a description in the “Describe what this meeting is for…” field, so you can tell your templates apart later.
4. Shape the sections. Every new template starts with one called Overview (“A short recap of what the meeting covered.”). Each section has:
   • a title — the heading that appears in the summary
   • an instruction — what you want the AI to capture under that heading
5. Click + Add Section for more, the × to remove one, and drag the handle on the left to reorder.

Edits save automatically. There’s no Save button to remember.

​

Start from the Fano Library

If a built-in template is close to what you want, copy it instead of starting over.

1. Open Manage Template → Fano Library.
2. Find a template — use Search Fano templates, or filter by category: Team, Project, Leadership, Sales, HR, Education.
3. Click one to preview its description and full section list.
4. Click Add to My Template. You’ll see a brief loading state, then an Added confirmation.
5. Open your copy under My Template and tailor it — rename sections, rewrite instructions, add or drop sections.

Copying doesn’t change the original library template, and you can copy the same one more than once if you want variants of it.

​

Apply a custom template

Your finished templates appear under a My Template group in the template picker, alongside the Fano built-ins:

1. Open a meeting and go to the Summary tab.
2. Click the template dropdown.
3. Pick a template from My Template. A check mark shows which one is currently applied.
4. The summary regenerates in your structure.

The built-in General template is always available as the default, and a Manage Template shortcut in the picker takes you straight to the full dialog.

​

Why a template might not appear in the picker

A template needs a name before it can be used. Until then it stays a draft:

• it shows as Untitled in the template list
• it carries a Need to edit badge
• it’s kept out of the template picker, so you can’t accidentally apply an unfinished template

The editor shows a notice explaining exactly this while the name is missing.

​

Templates during onboarding

When you first join, Fano prepares a set of starter templates suggested for your role, and they appear under My Template — so you have something useful to summarize with from day one, before you’ve built anything yourself. Treat them as a starting point: copy, rename, and rewrite the instructions to match how your team actually works.

​

Deleting a template

Deleting asks for confirmation first, and warns you about the consequence: The transcript and audio for those meetings are unaffected — you can always regenerate a summary with a different template.

​

What’s next?