Summaries
Structured notes generated from each transcript, using the template you choose.
After a note is transcribed, Oak Note generates a structured summary so you can get the gist without replaying an hour of audio. It sits beside the transcript on the note. Read the short version, then dip into the transcript for exact wording.
Summaries are built from the transcript, not the raw audio. That means transcript quality drives summary quality: correcting a mistranscribed name and then asking for a new summary gives you a cleaner result.
Templates
A template decides how the summary is organized. Oak Note ships 108 searchable templates in 12 categories, including Essentials, Meetings & Leadership, Product & Project, Engineering & Operations, Sales & Customer, Clinical & Care, Legal & Compliance, Research & Discovery, Education & Learning, People & Recruiting, Marketing & Media, and Personal & Community.
| Template | Best for | What it emphasizes |
|---|---|---|
| Auto Detect | Voice memos, ideas, mixed conversations | Infers an evidence-led structure from the recording |
| Meeting Note | General working sessions | Discussion, decisions, rationale, and next steps |
| Clinical SOAP Note | Clinical documentation | Subjective, objective, assessment, and plan—only when supported by the recording |
| Legal Client Intake | Client intake conversations | Objectives, parties, chronology, facts, documents, and deadlines |
| Sales Discovery | Early sales conversations | Situation, goals, pain, impact, constraints, and next step |
| Cornell Lecture Notes | Classes and talks | Cues, detailed notes, compact summary, and review prompts |
Pick based on how the conversation went, not where it happened. Search matches a template's name, description, and category. When in doubt, Auto Detect is the safe choice. A template's suggested sections are evidence-gated: Oak Note does not add empty sections or invent facts just to fill a professional format.
You can also write your own templates.
Regenerating
Ask Oakey on the note to regenerate or rewrite the summary, with the current template or a different one. This is worth doing after a transcript correction, or when you realize a different template fits.
Each generated summary is saved as a new version rather than replacing the previous one, so regenerating never destroys what came before and a slow background job can't overwrite newer work. The note always shows the latest version.
A summary is a starting point, not a record of truth. AI models can miss nuance or overstate a passing comment. For anything that matters, check the wording against the transcript. Tapping a transcript line jumps the audio there, which makes verifying a claim quick.
If a summary looks off
- Wrong structure? Regenerate with a different template.
- Wrong facts or names? Correct the transcript first, then regenerate.
- No summary at all? Check the note's stage on Home: the summary can't be generated until transcription finishes.
To-dos are extracted separately, so you get them whichever template you pick. See To-dos.