---
title: "Can We Customise the Summary Format?"
url: "https://help.outdoo.ai/en/article/can-we-customise-summary-format-we-want"
language: "en"
last_updated: "2026-10-23T02:56:51.297Z"
---

# Can We Customise the Summary Format?

Learn how to customize meeting summary formats using Playbooks, Outdoo AI's workaround feature for creating tailored AI-generated documents that match your specific needs.

You can choose which sections appear in call summary emails and Slack messages, and in what order, in **Company Settings > Conversation Capture > Notification Templates**. See [Custom notifications](https://help.outdoo.ai/en/article/custom-notifications).

For a fully custom format, use **CRM Automation** (playbooks) to create AI-generated documents tailored to your specific use cases.

### How to use CRM Automation as a workaround

-   **Open CRM Automation:**

-   -   Click **CRM Automation** in the sidebar.

![](https://cdn-assets.productfruits.com/6be9fa0d-c048-4887-989b-fa11bad87c89)

-   **Create a new playbook:**

-   -   Click **Add Playbook** and give the playbook a name.

-   **Define the document structure:**

-   -   Under **Sections**, add a section for each part of the document you need.

-   -   In each section, write the instruction to the AI. Example: "What is the budget or financial resources available to the customer for investing in a solution?"

-   -   Optionally, map a section to a CRM field so the answer is written to your CRM.

-   **Choose where it goes:**

-   -   Under **Settings**, choose whether results are sent by **Email** or to **Slack**.

-   **Save:**

-   -   Click **Create Playbook**. The playbook then generates a customized AI document after each meeting it applies to.

Here is a [walkthrough video](https://www.loom.com/share/f51a6d4689794886bfa40e508fefb79e?sid=e686282b-352c-49f0-ac76-3580b75fdae5) for your convenience.

### Benefits of using playbooks

-   Customizable: tailor summaries to reflect your preferred format and structure

-   Automated: streamline the generation of structured meeting notes

-   Consistent: maintain uniformity across all customer-facing interactions

### Example Use Cases

-   Sales Calls: generate summaries highlighting next steps and objections

-   Customer Success Meetings: document action items with deadlines and assigned owners

-   Product Feedback Sessions: organize feedback into clear categories

Hope this article was helpful. For any queries, please write to support@outdoo.ai

## Related articles

-   [Intro to Playbooks](https://help.outdoo.ai/en/article/intro-to-playbooks)

-   [Custom notifications](https://help.outdoo.ai/en/article/custom-notifications)

-   [Can I regenerate a summary?](https://help.outdoo.ai/en/article/can-i-regenerate-a-summary)

-   [How to change the format of messages in Outdoo AI](https://help.outdoo.ai/en/article/how-to-change-the-format-of-messages-in-outdoo-ai)