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How to Create and Use Spiky Agent Templates

How to Create and Use Spiky Agent Templates

Learn how to manage and create custom Spiky Agent templates to automate meeting summaries, follow-ups, and more across your team.

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This page is the Spiky Agent Templates section in your Spiky settings. It allows you to manage and create pre-defined templates used by the Spiky Agent, which generates automated meeting summaries, structured emails, follow-ups, and other messages.

🔍 What you can do on this page:

1. View and manage agent templates

  • Custom Agents: These are user-created templates tailored to specific use cases like follow-up emails, product meeting summaries, or Slack updates.

  • Default Agents: Provided by Spiky, these are pre-built templates for common workflows like investor follow-ups or to-do creation from technical discussions.

Each template includes:

  • Template Name

  • Creation Date

  • Sharing Scope:

    • Personal: Only visible to you.

    • Organizational: Shared across your entire workspace.

  • Creator: Shows who created the template.

2. Create new templates

  • Click the orange Create button in the top-right corner to draft a new template from scratch.

  • These templates are used within the “Spiky Agent” during meeting analysis to automate consistent output across use cases like deal reviews or feedback messages.

3. Search & Filter

  • You can search for templates by name or filter them based on who created them or sharing scope.

✨ When to use this page:

  • When you want to standardize meeting outputs across your team.

  • When you're frequently writing similar summaries or follow-up emails.

  • When you want to customize how Spiky Agent generates content based on internal processes or tone.

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