Vega’s post-meeting summary notes are designed to become the primary record of the meeting. They are not just a recap. They are the foundation for:
task creation,
follow-up emails,
CRM updates,
and future meeting preparation.
When your notes are structured the right way, everything downstream becomes faster and cleaner. When they are not, you end up rewriting, duplicating work, or correcting records later.
That is why spending a bit of time customizing your post-meeting summary notes makes a real difference.
Customizing your post-meeting summary notes
There are two main ways to customize how Vega generates your post-meeting summary notes:
with your meeting types and templates in your Vega settings
with the Vega team via [email protected]
Customize your output with meeting templates
In Vega, you can customize templates for each meeting type and for the following outputs:
Pre-meeting preparation sheet (read article)
Pre-meeting reminder email
Post-meeting summary notes
Post-meeting follow-up email
Email subject line
How templates work in Vega
Templates in Vega are written in plain text. We sometimes refer to this as “soft coding.” You simply write natural instructions that tell Vega how to structure and write each section.
There are two core building blocks:
1. Bracketed instructions
Anything written inside [square brackets] gives Vega guidance on how to handle that section. For example, you can specify what tone to use, what kind of information to include, and how detailed a section should be.
2. Variables
Variables start with a $ sign (for example: $meeting_title, $first_name, $last_name).
These automatically pull real data from the meeting or your Vega user profile
Together, bracketed instructions and variables give you very fine control over how Vega generates post-meeting summary notes.
Templates are what drive Vega’s outputs. They are powerful precisely because they are flexible, and because you can define different templates for different meeting types (read article: Meeting types).
Customizing post-meeting summary notes
Post-meeting summary notes are driven by meeting types and templates.
Each meeting type in Vega has its own templates, including one specifically for post-meeting summary notes. The meeting type selected on a meeting tells Vega exactly how to structure and write the notes.
Most Vega users start from the default template and adapt it to their process. Common customizations include:
defining clear sections (discussion points, decisions, action items),
separating advisor items from client items,
controlling the level of detail,
or emphasizing financial data vs. narrative context.
Because templates are tied to meeting types, you can have different meeting notes structures for:
onboarding meetings,
review meetings,
prospect meetings,
internal meetings,
and more. There is no limit to the number of meeting types you can have in Vega.
That said, the more meeting types you create, the more choices Vega has when automatically selecting a meeting type during the post-meeting analysis. If Vega ever picks the wrong meeting type, you can always change it on the meeting, save, and click Run again. Vega will regenerate the post-meeting summary notes using the correct template.
This flexibility is what allows Vega to adapt to how you actually work, instead of forcing a single meeting notes format for every situation.
With the Vega team
The Vega team can also help customize your templates for post-meeting summary notes (and more). We know Vega’s behavior well and how to prompt it effectively to get the right output for each user.
Many firms reach out to align Vega’s post-meeting summary notes with their internal processes and habits. The most helpful inputs we see are:
Templates they have used in the past for post-meeting summary notes. The Vega team will adapt them to fit Vega’s template structure.
Past post-meeting summary notes they wrote and felt were exactly what they wanted as an outcome.
Plain-text guidance describing what they want to see in the output.
Just like customizing templates yourself, working with the Vega team may take a few back-and-forth iterations. But once the structure is right, it pays off quickly.
If you want help reviewing or customizing your post-meeting summary notes, just reach out to me or to [email protected].
Rewriting your post-meeting summary notes
Even with a good template, you may sometimes want to refine the post-meeting summary notes after they are generated.
That is where the “magic wand” (rewrite) feature comes in.
From the meeting page, you can ask Vega to rewrite the post-meeting summary notes with simple instructions, for example:
"Make the Retirement Planning section more detailed."
"Reduce narrative and keep only facts and outcomes for the Investments section."
"Add a short 'Decisions made' section at the top."
"Turn this section into concise bullet points only."
"Update the client name from John to Jane throughout the notes."
"Summarize the insurance discussion in three bullets max."
This allows you to quickly adjust the output without editing line by line or changing your template permanently.
Think of rewriting as a way to fine-tune a specific meeting’s notes, while templates define your long-term default structure.