Custom Templates

Templates tell Pocket how to organize a conversation summary and which details to prioritize. Choose a preset theme for common recording types, or create a custom template when you need a repeatable structure for a specific workflow.

Preset Themes

Pocket includes preset themes optimized for common scenarios:

• Meeting: Focuses on decisions, action items, and participants.
• Interview: Highlights key questions asked and detailed answers given.
• Journaling: Captures personal reflections, moods, and recurring thoughts.
• Casual Talk: A lightweight summary for informal chats.

Custom Templates

Pocket Pro users can create custom templates with:

• A template name that describes when to use it.
• Global instructions that set the purpose, audience, tone, and overall priorities.
• One or more sections, each with a heading and its own instructions.

When you use the template, Pocket follows the sections in the order you set and uses their titles as headings in the summary. Templates guide the AI; they are not rigid forms, and the generated content still depends on what was actually said in the recording.

Create a Custom Template

1. Go to Profile > Summary Settings.
2. Tap Create Custom Template.
3. Enter a specific name, such as Weekly Project Review or Sales Discovery Call.
4. Add global instructions that describe the goal of the summary.
5. Add and arrange the sections you want Pocket to produce.
6. Give each section clear instructions, then tap Create template.

You can edit, duplicate, or delete your custom templates later from the summary-template picker. When editing a template, drag its sections to change their order.

Write Better Instructions

The best templates usually have three to six focused sections. Add another section only when it has a distinct purpose.

Use Global Instructions for the Overall Lens

Global instructions should explain:

• Who will read the summary.
• What the summary should help them accomplish.
• Which information matters most.
• Whether the result should be concise or detailed.
• Any accuracy rule that should apply everywhere.

For example:

Create a concise customer-call brief for an account manager. Prioritize customer problems, business impact, objections, commitments, and deadlines. Use only details supported by the conversation. Do not infer missing facts.

Do not repeat every section instruction here. Global instructions set the overall direction; section instructions handle the details.

Give Every Section One Clear Job

Use descriptive section titles such as Customer Pain Points, Decisions Made, or Risks and Dependencies. Avoid generic titles such as Notes, Discussion, or Key Points.

For each section, specify:

1. What to extract — decisions, metrics, objections, risks, quotes, or another specific detail.
2. How to format it — bullets, a short paragraph, a table-like list, or a particular field order.
3. What relationships matter — who said it, who owns it, its cause, impact, or dependencies.
4. What to prioritize — for example, customer-blocking risks before minor concerns.
5. How to handle missing information — omit the item or write Not stated.

Weak instruction:

Summarize the important decisions.

Better instruction:

List every decision as Decision — Owner — Reason — Deadline. Include only details stated in the conversation. If the owner, reason, or deadline was not given, write Not stated.

Example: Sales Discovery Call

Global instructions

Analyze this as a sales discovery call. Create a concise brief for the account team. Prioritize the customer's problems, quantified impact, decision process, objections, and agreed next steps. Do not guess names, budgets, or deadlines.

Customer Pain Points

List each problem the customer described. For each one, include who raised it when clearly identified, any stated business impact, and whether a possible solution was discussed. Prioritize problems that block a purchase or create measurable cost, delay, or risk.

Decision Process

Identify the stakeholders, decision criteria, alternatives, budget, and timeline mentioned. Use Not stated for missing information rather than inferring it.

Next Steps

Format each commitment as Owner — Action — Deadline. Mark missing owners as Unassigned and missing deadlines as Not stated.

Tips

• Keep sections distinct. Overlapping instructions create repetitive summaries.
• State formatting requirements directly and include a short example when the structure matters.
• Add use only conversation-supported details when factual accuracy matters.
• Ask for exact quotes only when you genuinely need them, and verify important wording against the transcript.
• Test a new template on a few real conversations, then tighten instructions where the output is vague, repetitive, or missing details.
• Pocket extracts action items separately, so add an Action Items summary section only when you intentionally want them repeated inside the summary.