Organization Templates
Create and manage shared summarization templates for your organization
Organization templates define reusable summarization structures shared across all members. When a template is created at the org level it automatically appears in every member's template list and summarization flows.
List Templates
GET /api/v1/organization/:orgId/templatesMinimum role: member
Returns all templates belonging to the organization.
Response
{
"templates": [
{
"id": "tpl_abc123",
"name": "Sales Call Debrief",
"description": "Structured summary for sales conversations",
"sections": [
{ "title": "Key Takeaways", "prompt": "List the main outcomes" },
{ "title": "Action Items", "prompt": "Extract follow-up tasks" }
],
"created_at": "2026-03-01T09:00:00.000Z",
"updated_at": "2026-03-15T14:00:00.000Z"
}
]
}Get Template
GET /api/v1/organization/:orgId/templates/:templateIdMinimum role: member
Returns a single template by ID.
Path Parameters
| Parameter | Type | Description |
|---|---|---|
templateId | string | The template identifier |
Response
{
"id": "tpl_abc123",
"name": "Sales Call Debrief",
"description": "Structured summary for sales conversations",
"sections": [
{ "title": "Key Takeaways", "prompt": "List the main outcomes" },
{ "title": "Action Items", "prompt": "Extract follow-up tasks" }
],
"created_at": "2026-03-01T09:00:00.000Z",
"updated_at": "2026-03-15T14:00:00.000Z"
}Create Template
POST /api/v1/organization/:orgId/templatesMinimum role: admin
Creates a new organization template.
Request Body
| Field | Type | Required | Description |
|---|---|---|---|
name | string | Yes | Template display name |
description | string | No | Short description of the template's purpose |
sections | object[] | Yes | Ordered list of template sections |
sections[].title | string | Yes | Section heading |
sections[].prompt | string | Yes | Instruction for the AI summarizer |
Example Request
{
"name": "Sales Call Debrief",
"description": "Structured summary for sales conversations",
"sections": [
{ "title": "Key Takeaways", "prompt": "List the main outcomes" },
{ "title": "Action Items", "prompt": "Extract follow-up tasks" },
{ "title": "Objections", "prompt": "Summarize any objections raised" }
]
}Response
{
"id": "tpl_def456",
"name": "Sales Call Debrief",
"description": "Structured summary for sales conversations",
"sections": [
{ "title": "Key Takeaways", "prompt": "List the main outcomes" },
{ "title": "Action Items", "prompt": "Extract follow-up tasks" },
{ "title": "Objections", "prompt": "Summarize any objections raised" }
],
"created_at": "2026-04-10T08:00:00.000Z",
"updated_at": "2026-04-10T08:00:00.000Z"
}Update Template
PATCH /api/v1/organization/:orgId/templates/:templateIdMinimum role: admin
Updates an existing template. Only provided fields are changed.
Path Parameters
| Parameter | Type | Description |
|---|---|---|
templateId | string | The template identifier |
Request Body
| Field | Type | Required | Description |
|---|---|---|---|
name | string | No | Updated template name |
description | string | No | Updated description |
sections | object[] | No | Replacement sections array (fully replaces existing sections) |
Example Request
{
"name": "Sales Call Debrief v2"
}Response
{
"id": "tpl_abc123",
"name": "Sales Call Debrief v2",
"description": "Structured summary for sales conversations",
"sections": [
{ "title": "Key Takeaways", "prompt": "List the main outcomes" },
{ "title": "Action Items", "prompt": "Extract follow-up tasks" }
],
"created_at": "2026-03-01T09:00:00.000Z",
"updated_at": "2026-04-10T09:00:00.000Z"
}Delete Template
DELETE /api/v1/organization/:orgId/templates/:templateIdMinimum role: admin
Permanently deletes an organization template. Existing summarizations that used this template are not affected.
Path Parameters
| Parameter | Type | Description |
|---|---|---|
templateId | string | The template identifier |
Response
{
"success": true
}