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Note templates are a convenient way to guide the AI to ensure your notes are consistently formatted and summarised in the most helpful way for you. Superthread ships with many templates out of the box. You can view them and create your own from Settings > Workspace > Templates > Notes

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Apply a note template

When you’ve finished transcribing, Superthead will automatically sumamrise your notes. Above the note you’ll see a tab where you can switch between your original notes (that you manually took during the meeting), and the ‘Auto enhanced’ AI notes. Click on the ‘Auto enhanced’ tab to open a dropdown where you can choose to apply a different template. You can apply more than one template and switch between different versions of the notes to compare which summary you like the best.

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Creating templates

Each template should have some high level context describing the type of meeting it should be used with. You can then add ‘sections’ that will appear as headings within your notes. Each section can have its own instructions for what they should should contain.
  • Title & icon – a short memorable name and icon to make the template easy to recognise throughout the app.
  • Meeting context – a high level description that will help the AI understand the purpose of the meeting.
  • Sections – the AI will summarise notes into these headings. You can create as many as you like and re-order them.

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Favourite templates

To use a template, you must ‘favourite’ it on the Templates setting screen by clicking the ‘star’ icon. Favouriting makes things easier to manage when there are potentially a very large number of templates in your workspace.

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Share templates with your team

Templates can be private for you, or shared with everybody in your workspace. When shared, other workspace members will be able to view and apply your template to their own notes. You can only edit and delete your own templates. If you would like to edit an existing template, you can create a duplicate of it and make it your own.

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Edit a saved template with an agent

Open a saved template from the Templates settings screen, then open the agent composer. The template’s title appears as the chat subject. Ask the Superthread Agent to change its title, meeting context, or sections. For example:
  • “Make the instructions focus on decisions and commitments.”
  • “Put Decisions first, then Action items, then Open questions.”
  • “Add a Risks section with instructions to include unresolved blockers.”
The agent updates the saved template, and the template view refreshes after the agent finishes. Section order determines the heading order in later enhancements. Only the template owner can edit it; shared templates and built-in templates you do not own remain read-only. Template changes apply to later enhancements. Existing enhanced notes do not change automatically: open the note and explicitly ask the agent to re-enhance it with the updated template. Start a new chat when switching templates, because an existing chat keeps its original subject. You can also read and update templates with the CLI or use the MCP template operations. These operations update existing templates; use the settings screen’s existing controls to create, duplicate, favourite, share, or delete templates.