Skip to main content
Cassidy automatically generates an AI summary for every recorded meeting. Custom meeting summaries let organization admins add their own instructions on top of Cassidy’s defaults, so summaries better reflect how your organization likes to capture meeting notes — for example, always flagging risks, using specific section headers, or highlighting a particular type of decision.
Configuring custom meeting summary instructions requires the Customize Meeting Summaries admin privilege. Org Admins have this privilege by default. To grant it to other team members without full Admin access, add it to a custom role. Accessing the Meeting Settings page itself also requires the Manage Organization Settings privilege.

​
Turn on custom instructions

1

Open Meeting Settings

Go to Organization Settings > Meetings > Meeting Settings.
2

Find the Custom Meeting Summary section

Scroll to Custom Meeting Summary and toggle on Use custom instructions for generating meeting summaries.
Custom Instructions input field on the Meeting Settings page
3

Write your instructions

Enter your instructions in the Custom instructions field.
Some examples of effective custom instructions:
  • “Always include a section summarizing next steps and their owners.”
  • “Flag any mention of pricing, discounts, or contract terms in a dedicated ‘Commercial Terms’ section.”
  • “Write in a formal tone and avoid first-person language.”
4

Preview the result (optional)

Click Preview summary to see how your instructions affect a real meeting before saving. See Preview a summary below.
Previewing a meeting summary generated with custom instructions
5

Save

Click Save. Your instructions will be applied to every meeting summary generated for your organization from this point forward.

​
Preview a summary before saving

The Preview summary button opens a two-panel dialog so you can test your instructions against a real meeting before rolling them out to your whole organization.
  • Left panel — Search for and select any recorded meeting you have access to. Only meetings with a completed transcript can generate a preview.
  • Right panel — Shows the generated summary once you click Generate summary.
Previewing a summary doesn’t save anything to the meeting or to your organization’s settings — it’s a one-off test using whatever instructions are currently typed in the Custom instructions field, even if you haven’t clicked Save yet.

​
How custom instructions are applied

  • Instructions only affect summaries generated after you save them. Existing meeting summaries aren’t regenerated retroactively.
  • Instructions apply to every meeting recorded across your organization, not just meetings you host.
  • If you turn off Use custom instructions for generating meeting summaries, Cassidy falls back to its default summarization behavior for all future meetings.
  • Anyone with the Customize Meeting Summaries privilege will see a note at the bottom of a meeting’s summary when it was generated using your organization’s custom instructions, along with a link back to this settings page.

​
Next steps

Meetings overview

Learn the basics of recording, sharing, and searching meetings in Cassidy.

Manage roles and permissions

Grant the Customize Meeting Summaries privilege to a custom role.