Creating AI summary templates
Write your own summary formats for QBRs, renewals and more.
A template is a set of instructions that tells Nook AI what to include and how to write it.
- Open any company and go to the AI Summary tab.
- Select Add Template.
- Name the template and write a section for each thing you want covered, with a short instruction for each.
- Save. The template appears under Your Templates for every company.
Tip
Be specific. "List the three biggest risks to renewal, each in one sentence" works better than "Talk about risks".
Template ideas
- QBR prep: wins, usage trends, open issues, expansion ideas
- Renewal check: sentiment, risks, stakeholders, recommended next step
- Exec brief: three lines on status, risk and ask
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