Overview
Insights Templates are a powerful feature in Claap that automatically extract structured information from your meeting recordings using AI. These templates help you capture key insights, action items, decisions, and other important details in a consistent format across all your meetings.
With Insights Templates, you can:
Automatically extract specific information from meeting transcripts
Create consistent documentation across different meeting types
Save time on manual note-taking and follow-ups
View insights across multiple meetings in a structured table format
Share template configurations with team members
Accessing Insights Templates
There are two ways to access Insights Templates in Claap:
Method 1: From a Recording View
Open any recording
Click on the Insights tab. This will display the Insights currently applied to your recording.
Click on the Select template dropdown menu at the top of the Insights tab to apply a template to this recording
This opens the Insights Template Settings window:
Method 2: From Workspace Settings
Navigate to your Workspace Settings
Click on Insights Templates
This opens the same Insights Template Settings window
Using Templates on Recordings
Once you have access to the Insights Template Settings window:
Select a template from your available templates list
Click the Use Template button at the top of the window
The template will immediately apply and extract the corresponding insights from your recording
Note: The "Use Template" button is only available when accessing templates from a recording view, not from workspace settings.
Creating New Templates
Claap offers four different methods to create Insights Templates:
Generate with AI
Create from blank
Import template
Community templates
To see these options, from the Insights Template Settings window, click on + Add template under the Custom templates section:
Method 1: Generate with AI
This is the quickest way to create a template:
Click on + Add template
Select Generate with AI:
In the popup window, provide a brief description of the context and objective of the template you want to create
Click Generate Template
Claap will automatically suggest relevant insights sections, a title, and an icon for this new template
Review the generated template and click Create Template if satisfied
Method 2: Create from blank
For complete customization:
Click on + Add template
Select Create from blank
Enter a title for your template
Choose an icon to represent your template
Provide context that will guide the AI extraction
Add insights with the Add Insight button. You can either:
Select from existing insights in the dropdown
Create new custom insight section
Reorder insights as needed
Click Create Template when finished
Method 3: Import template
To use templates shared by others:
Click on + Add template
Select Import template
Paste the JSON configuration of the template (copied from a shared template)
Click Import template and the template will be imported with all fields, insights, title, and icon automatically configured
Method 4: Community Templates
Access pre-built templates from other Claap users:
Click on + Add template
Select Community Templates. This will direct you to our Template Gallery, a repository of community-created ready-for-use Claap Insights templates.
Browse the template gallery organized by categories:
Sales
Customer Success
Coaching
Recruiting
Project Management
And more
Click on any template to preview its structure
Click on Use template and choose to either:
Import template to your Claap workspace to directly open your workspace Insights Template Settings window and pre-loaded the selected template
Copy template to clipboard for manual import
Customizing Template Insights
Editing Individual Insights
Hover over any insight tile in your template
Click the pen icon to edit
Configure the following properties:
Title: Name of the insight section
Icon: Visual emoji identifier for the section
CRM Mapping: Connect to CRM fields (if your CRM is connected)
Type: Choose from:
Bullet points
Paragraph
Checkbox
Dates
Multi-select
Numeric
Rich text
Select
Prompt: Instructions that guide the AI extraction
Click Save Insight
Reordering Insights
You can change the order in which insights appear by dragging insight tiles within your template definition.
Testing Templates
Before applying templates to all your meetings:
Click the Test template button
in the template settings
Select 3 recordings from your library
Click Extract Insights
Review the extracted insights to ensure your prompts are working correctly
Make adjustments if needed before finalizing your template
Sharing Templates
To share your template configuration with others:
Click the Share template button
in the template settings
The template configuration will be copied to your clipboard as a JSON file
Share this JSON with colleagues who can import it using the Import method (see Method 3 above)
Using Templates in Smart Tables
One of the most powerful features of Insights Templates is viewing extracted data across multiple meetings in Smart tables:
Navigate to your Table Layout view
Click Edit Columns
Select insight sections from templates assigned to your channel
Your table will display template data across all recordings in that channel
This provides an overview of multiple meetings, customers, and extracted insights in a single view
💡 For more on Smart tables and how to automate Insights extraction, check our articles Using Smart Tables and Smart Columns and Using Insights automation for Channels
Best Practices
Start with AI generation for quick template creation, then customize as needed
Test templates on sample recordings before widespread use
Use descriptive prompts that clearly specify what information to extract
Choose appropriate field types for how you want data displayed
Leverage community templates to get started quickly
Apply multiple templates to a single recording when different insights are needed
Use CRM mapping to automatically sync meeting insights with your CRM system
Troubleshooting
Template not extracting expected insights?
Review and refine your prompt instructions
Test the template on different recordings
Ensure the meeting content contains the information you're trying to extract
Can't find the Use template button?
Make sure you're accessing templates from a recording view, not workspace settings
The button only appears when you have a recording open
Template import not working?
Verify the JSON configuration is complete and properly formatted
Try copying the configuration again from the source
Need additional help? Contact our support team at support@claap.io through the help center for personalized assistance with your Insights Templates.