Once AIRA generates a meeting summary, you have full control to edit, format, and finalize the content before sharing it internally or with clients. This guide walks you through how to work with AIRA summaries and best practices for clear communication.
What Can Be Edited?
After your meeting is processed, you can edit the summary directly from the Meeting Page or the Calls section.
Editable elements:
Top summary paragraph
The full summary or individual sections of the summary
Participants
Pronouns and language formatting
You can also choose to regenerate the summary using a different template.
🔹 Call Summary – Keep It Short & Focused
The summary section appears at the top of each call page. It provides a quick 2–3 sentence overview of the meeting.
This is auto generated by us.
✅ Example: Screened a senior product manager for the Lead PM role. Strong background in fintech; open to relocation. Discussed timeline and next steps.
Summary Sections – Be Clear & Structured
Each section is based on the summary template you selected. These can include:
Candidate BackgroundRole FitConcernsNext Steps
You can edit any section to improve clarity, fix grammar, or tailor the message for clients.
Best practices:
Use bullet points for lists or multi-part responses
Keep paragraphs short and skimmable
Maintain an appropriate tone
Regenerate vs Manual Edits
Regenerate Summary
You can regenerate the entire summary using a different template. This re-parses the transcript and formats the summary accordingly.
Use this when the call type was misidentified
Great for switching between candidate, contact, or joint call templates
Manual Edits
You can manually update any section as well.
Use this for light polishing or content fixes
Ideal for making summaries client-ready before sending
Edits are saved to the summary
Formatting Tips
Style | Use it for |
Bold | Highlighting key traits or decisions |
Bullet points | Listing questions, objections, or evaluation notes |
Paragraphs | Story-style summaries, TL;DR |
Line breaks | Separating subtopics within a section |
🔄 Formatting is preserved when copying summaries or exporting as PDF.
Ready to Share?
Once your summary is polished:
Copy the entire summary or a single section
Download as PDF