Custom Templates
Learn how to create personalized Report Templates for each of your use cases; interviews, sales, customer discovery, 1:1s, weeklys, etc.
- What are Templates?A Template is the blueprint Jamy follows to create a Meeting Report from a meeting or call.
- Creating your first TemplateThis is where everything from What are Sections?, Types of Sections, Creating your first Section, and What are Templates? comes together.
- What are Sections?Sections are the building blocks of a Template. Each Section is a set of instructions that tells Jamy how to process a meeting so it can generate a specific part of your Meeting Report.
- Types of Sections: Q&A or Variable Capture and Text Generation Learn the difference between the two Section types in Jamy and when to use each one.
- Creating your first SectionThis walkthrough creates a Text Generation Section using Jamy’s AI features, then refines it manually. If you have not read it yet, start with Types of Sections: Q&A or Variable Capture and Text Generation — it explains how Text Generation Sections work and uses Summary as an example.
- Duplicating an existing SectionThis is useful when you find a Public Library Section that is close to what you need, but not quite right. Duplicating lets you create your own editable copy without changing the original.
- Testing SectionsIn this article, we will test the Sales Call Pain Point Analysis Section created in Creating your first Section.