Which Templates Are You Using?

Get Started & Setup
1

I received my Pocket two weeks ago, but I was out of town on vacation when it arrived at my home. So, this past week was my first week of using it. The Pocket and software are truly amazing and powerful things!

I am using this primarily for 1:1 meetings with direct reports and for meeting minutes for scheduled and standing meetings. I have not yet found the best template to use. I find that the Auto Detect template is too brief and misses important points. I have also tried the Conversation and Meeting Minutes templates to be good, but still they do not capture some important action items that should be captured.

I do have Pro, and there are so many choices of templates. I wonder which templates others have tried that they find work well, or if you found any that surprised you with its content. Thanks in advance for letting all of us know which templates you are using!

Scott

8 Likes
2

I’m following this thread because I have the same question. What is everyone finding that works well, and what’s their use case?

I like the detailed format, but unfortunately it doesn’t generate action items. I think if they turned on action items for the detailed format theme that would be the one I would default to.

I use it for phone calls, dictations, and conversations. I like how the summary turns out, includes all important details. But again, no action items for some unknown reason.

1 Like
3

I agree, it is an amazing tool, but I’m also having a difficult time finding the right template.

I have used Jamie for about 6 months and love it for any meetings on Zoom on the computer. I like how it is really detailed and doesn’t “try too hard” when it is summarizing. I do think I would like to have more detailed summaries of the exact details of the conversations.

I’m a life coach and really would like a response that is closer to a cleaned up transcription than a really “boiled down” summary.

my question is: Can we create our own bespoke templates to use for different applications? That would be absolutely amazing. Until then, I am “regenerating “ each transcript searching for the closest match to what I’m searching for.

4

Please add to feedback.heypocket.com, if it gets enough upvotes we will add this soon

5

How do you change templates after a meeting has been summarized?

6

This may be worth the an upvote :wink:

1 Like
7

You have to go to regenerate and then it asks you which template you want to use.

1 Like
8

Ahh yes, I read @Jmac’s question wrong

9

Or you could set up your default in the Profile Settings page! And we will pick it up from there

1 Like
10

This never seems to work for me! I put this in the feedback site, and tagged as bug, not sure if this is the right way to handle it. But I am really on the struggle bus with Pocket —hoping I’ll get it figured out and it becomes a more useful tool for me!