Click to watch the step-by-step tutorial on the integration:
Templates allow you to standardise and customise how meetings are documented and support your workflow by saving you time.
Using the Template Library, you can create, edit, and assign templates to meeting types so your notes stay consistent and aligned with your workflow. Admins and owners can also assign templates to specific users or groups to ensure consistency across teams.
What the Template Library and Template Editor does
View all your templates in one place.
Template types are separated for easier navigation.
Use ready-to-use templates or customise them to fit your needs.
Build templates from scratch by describing what you want the output to look like.
Paste an existing template or sample as a starting point and let the AI generate a matching Zocks template.
Simplify complex templates that have grown over time.
Reformat outputs (for example, switch from bullet lists to tables, or restructure sections).
Step-by-Step Guide
Go to Setup.
Select Templates - all templates are listed here. If Your templates is empty, you have not created a custom template yet.
Select any system or team template to edit or duplicate it and create a custom version (optional).
Once your templates are ready, go to Meeting types (still within Setup).
Click the gear icon next to the meeting type where you want to add a specific template.
Scroll down to Templates and choose the template you want to use.
To change the template, hover over the current default template to reveal the edit icon, then click it to make your changes.
For (Template) Admins / Owners: Assigning Templates
Go to the meeting type’s Templates section (Setup → Meeting types → select a meeting type → gear icon → scroll down).
Click Assign to users to assign a template to a specific user or group.
Please note, that whatever is selected within "Your Choice" column by users, will override the account default.
AI Template Assistant
Every template in Zocks can now be created, refined, and improved with the AI Template Assistant. It is available across all template types, including meeting summaries, follow-up emails, tasks, and more.
What you can do with it
Build templates from scratch by describing what you want the output to look like.
Paste an existing template or sample as a starting point and let the AI generate a matching Zocks template.
Simplify complex templates that have grown over time.
Reformat outputs (for example, switch from bullet lists to tables, or restructure sections).
Adjust tone and structure without rewriting the template manually.
Iterate by chatting with the AI directly inside the template editor.
Creating a template from an existing sample
The fastest way to set up a new template is to start from a sample you already have. This works whether the sample comes from another tool, an internal firm template, or a meeting note you like the structure of.
Open the template editor and click Add sample.
Paste the contents of your existing template, meeting note, or reference document.
The AI Template Assistant reads the sample and generates a Zocks template that mirrors its structure.
Use the chat panel on the right to keep refining sections, tone, or formatting.
Note: The Add sample dialog accepts pasted text only. If your source is Html, a Word document, PDF, or another file, copy the contents and paste them in.
Simplifying complex templates
If a template has grown too detailed or hard to maintain, paste it back into the AI Template Assistant and ask it to simplify, shorten, or restructure. You no longer need to maintain heavily detailed templates by hand. The assistant can produce a leaner version in seconds, and you can keep iterating until it is right.
Iterating with the AI
After a template is generated, the chat panel on the right side of the editor lets you describe further changes in plain language. Examples of instructions that work well:
"Use a numbered list instead of bullets in the Advisor Talking Points section."
"Reformat Portfolio & Investment Review into three separate tables for Account Value, Asset Allocation, and Market Outlook."
"Tighten the tone and remove redundant placeholders."
"Add a section for Beneficiary Updates."
The AI applies your changes directly to the template, and you can continue iterating until the structure matches what you need.
When to use the AI Template Assistant vs. editing manually
The AI Template Assistant is the recommended starting point for any new template, and for major changes to existing ones. Manual editing still works for small tweaks (renaming a section, adjusting placeholder text, fixing a typo) where using the assistant would be excessive.