Overview
Claap's Insights automation for folders helps you automatically extract valuable information from your meeting recordings. With folder-linked Insights Templates, you can now automate this process for all new recordings added to a specific folder. This saves you time and ensures consistent information extraction across all recordings in your folders.
What Are Insights Templates?
Insights Templates are predefined frameworks that automatically extract a set of insights from your recordings based on specific context and custom prompts. For example, a sales-focused template might extract information about decision makers, budget, and timeline from customer calls. Please read our article about Insights Templates for more information: Using Insights Templates to Extract Key Information from Meeting Recordings
Benefits of Linking Templates to folders
By linking an Insights Template to a folder:
Automate insights generation for all new recordings added to that folder
Create dedicated table views showing insights from your recordings coming from multiple templates
Maintain consistency in how you extract and view information from similar meetings
Save time by eliminating the need to manually apply templates to each recording
How to Link an Insights Template to a folder
Method 1: When creating a new folder
Click on the
Add Folderbutton next to a Team nameFill in the folder name and other details
In the "Insights automation" field, select one or more templates from the dropdown menu
Click "Create Folder"
Method 2: For existing folders
Navigate to the folder you want to edit
Click on the folder Automation icon
in the folder headerIn the Automations popup, select one or more templates from the dropdown menu under Auto insights:
Save the changes
Method 3: When Applying a Template to a Recording
If you apply an Insights Template to a recording in a folder that doesn't already have that template as a linked template:
A dialog will appear asking if you want to use this template for all future recordings in the folder
Click "Yes" to link the template to the folder
The template will now be applied to all new recordings in that folder
What Happens When You Link a Template to a folder?
When you link an Insights Template to a folder:
A new table view is automatically created in the folder with the template name
The view displays standard columns plus all insights columns specific to the template
All new recordings added to the folder will automatically have insights generated using the template
Managing Linked Templates
Updating Templates
If you update a linked Insights Template:
New insights will be added as new columns in the table view
Removed insights will be removed from the table view
Changed insights will show an "outdated" indicator for previously analyzed recordings
Unlinking Templates
To unlink a template from a folder:
Go to the folder's "Automation" menu
Remove the template from the "Auto insights" input box
Confirm the unlinking when prompted
The insights columns will be removed from the table view, but any insights already generated will remain visible in the recordings' Insights tab
Viewing and Using Insights in folder views and Smart Tables
Your linked Insights Templates create dedicated Smart tables where you can:
See all recordings with their automatically generated insights
Sort and filter recordings based on insight values
Customize which columns are visible
💡 You can also create additional custom views that include insights columns from multiple linked templates.
For more information regarding how to best leverage Insight templates, please check out these articles:
Permissions and Requirements
To link Insights Templates to folders, you will need Full access permissions for the folder.
All members with access to the folder can view insights, display/hide columns, and create views.
Need More Help?
If you have any questions about linking Insights Templates to folders, please contact our support team at support@claap.io.