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Introducing Summary Templates: Custom-Built Summaries for You

Martynas Krupskis
05/12/2025

Every conversation is unique—filled with insights, decisions, and subtle nuances. But how often do standard summary tools capture exactly what you need, especially in specialized fields like medicine or for professionals balancing countless responsibilities?

 

At Fieldy, we believe your AI tools( AI note taker) should adapt to you, not the other way around. That’s why we’ve been listening closely to your feedback. Today, we’re excited to introduce a feature many of you have requested: Fieldy’s new Summary Templates!

This powerful upgrade puts you in control. Now, you can define exactly what gets highlighted after every consultation, meeting, or key discussion.

 

How does this support your unique workflow?

Rather than relying on one-size-fits-all summaries, you can now tell Fieldy what matters most to your practice or business.

 

Want to:

  • Identify action items and assign responsibilities from team meetings?

  • Pull specific patient observations for SOAP notes?

  • List critical decisions from a discovery call?

 

 

You set the structure. You decide the outputs. Fieldy takes care of the rest.

 

What makes this powerful is that Fieldy adapts to your specific professional needs—delivering summaries that are immediately relevant and actionable, without the need for manual adjustments.

 

The benefits are clear: no more digging through lengthy transcripts or wrestling generic AI tools for the right insights. Instead, Fieldy uses your custom templates to generate focused, structured summaries—right within your existing workflow. That means the critical information you care about is delivered consistently, efficiently, and exactly how you need it.

 

And we’re already seeing the value it’s bringing to our users:

This is Fieldy—continuously evolving with your feedback to make your demanding work simpler, smarter, and more effective.