With Bluedot, you can tailor AI-generated summaries to match your specific workflow using custom templates. Whether you're in sales, HR, or any other industry, this feature helps ensure that AI outputs are structured exactly the way you need them.
Follow this step-by-step guide to create your own.
Step-by-Step: Creating a Custom Template
Navigate to the Automation Section
Go to the Automation section within the Bluedot dashboard:
Workplace Settings - Notes Templates
Open Notes Templates
Click on “Notes Templates”, then select “Add Template”.Name Your Template
Give your template a clear, descriptive name.
Example:SPIN Selling– ideal for structuring sales calls using the SPIN methodology. (This is the first example we will use, the guide will cover more notes templates later.)Choose an AI Model
Select your preferred AI model:Claude (preferred in the example)
GPT-4
Choose based on your preferred style or model performance.
5. Write Your Prompt
This is the core of your template.
It guides the AI on how to process and format the information.
Example SPIN Selling prompt:
Questions:
Instead of writing a prompt, you can also define a list of questions to be answered:
Template Examples:
1. Sales Call – SPIN Selling Method
Structure:
Summary of the meeting
Action items & next steps
SPIN analysis:
Situation
Problem
Implication
Need Payoff
Call rating (1–10)
Suggestions for improvement
2. HR – One-on-One Meeting
Prompt Example:
(Please create a concise, structured summary of a one-on-one conversation, focusing on:
- Progress
- What’s working well
- Areas for improvement
- Next steps)
3. Recruitment – Candidate Assessment
Structure:
Breakdown by competencies:
Problem Solving
Communication Skills
Adaptability
Behavioral questions and responses
Competency-specific assessment
Overall candidate evaluation
4. Sales - BANT Qualification Template
(Budget, Authority, Need, Timing)
Structure:
Summarize the meeting.
Identify:
Budget Considerations
Who holds decision-making authority
The client's Need and how we meet it
Timeline for purchase
Include action items and next steps.
Rate deal likelihood from 1-10 and suggest next steps to increase close rate.
5. Recruitment/HR - Behavioral STAR Interview Template
(Situation, Task, Action, Result)
Structure:
For each question, break down the candidate’s answer into the STAR method:
Situation
Task
Action
Result
Provide a competency score and note any red flags or standout qualities.
6. Strategy & Project Management - OKR Planning Session
Structure:
Summarize the OKR meeting.
Structure output into:
Objectives discussed
Key Result proposed
Alignment with company goals
Potential blockers
Include responsibilities and timeline per objective.
7. Famous Note-Taking Method Templates
Zettelkasten Thought Capture
Convert meeting into atomic notes for Zettelkasten method - ideal for deep thinkers and strategic planners.
One idea per note.
Use clear and self-contained phrasing.
Include relevant tags and link ideas if applicable.
Where to change note-templates
You can define your custom notes as default notes in the My Settings page:
You can assign the desired notes template once you start capturing your recording within the Bluedot extension:
You can also revisit the notes after the meeting:
Final Notes
Templates are fully customizable based on your use case, whether it’s internal feedback, external interviews, or client meetings.
Once created, templates ensure consistency and save time across your entire team.
All outputs are copy-friendly and easily transferable to your existing tools.
Your Turn
Think about your daily meetings or recurring reports:
What do you always need to summarize?
What structure do you use repeatedly?
Try building a template that fits that format - and let Bluedot handle the rest! 🔵