🎯 Customization at a Glance

🏆 Template Leaders

Tactiq (50+), Fireflies (20+), Supernormal (15+)

🎨 Best Branding

Gong, Avoma, Tactiq offer full white-labeling

⚙️ Configuration Kings

Enterprise tools lead with advanced workflows

📊 Customization Feature Matrix

Feature	Tactiq	Fireflies	Supernormal	Avoma	Gong	Others
Custom Templates	50+	20+	15+	12+	8+	3-8
White Labeling	Full	Yes	Partial	Enterprise	Full	Limited
API Access	REST API	Full API	Webhook	Enterprise	Full	Basic
Custom Fields	Unlimited	50+	20+	Custom	Enterprise	5-15
Workflow Automation	Advanced	Multi-step	Basic	Complex	Advanced	Simple
Brand Styling	CSS Control	Theme Editor	Colors/Fonts	Logo/Colors	Full Brand	Basic

Template Customization Leaders

Tactiq

★★★★★

Templates

Extensive custom recap templates

Branding

Full white-labeling options

Configuration

Advanced workflow customization

Personalization

Custom AI prompts & outputs

Key Highlights

• 50+ template library
• Custom CSS styling
• API access

View Tactiq Details →

Fireflies

★★★★★

Templates

20+ industry-specific templates

Branding

Custom company branding

Configuration

Flexible meeting workflows

Personalization

Role-based access controls

Key Highlights

• CRM field mapping
• Custom integrations
• Team templates

View Fireflies Details →

Supernormal

★★★★☆

Templates

Bot-free customizable notes

Branding

Professional branding options

Configuration

Team-wide templates

Personalization

Custom note structures

Key Highlights

• 60+ languages
• Template sharing
• Custom formats

View Supernormal Details →

Enterprise Customization

Avoma

★★★★★

Templates

Sales-focused templates

Branding

Enterprise white-labeling

Configuration

Complex workflow automation

Personalization

Custom coaching scorecards

Key Highlights

• CRM sync customization
• Topic tracking setup
• Custom analytics

View Avoma Details →

Gong

★★★★★

Templates

Revenue intelligence templates

Branding

Full corporate branding

Configuration

Advanced deal analytics

Personalization

Custom conversation insights

Key Highlights

• Deal stage mapping
• Custom metrics
• Forecast modeling

View Gong Details →

Sembly

★★★★☆

Templates

Compliance-ready templates

Branding

Enterprise security branding

Configuration

GDPR/HIPAA customization

Personalization

Role-based permissions

Key Highlights

• Audit trail customization
• Security policies
• Custom retention

View Sembly Details →

Creative & Visual Customization

Mapify

★★★★☆

Templates

Mind map templates

Branding

Visual brand elements

Configuration

Diagram customization

Personalization

Custom visual layouts

Key Highlights

• Color schemes
• Node styling
• Export formats

View Mapify Details →

Granola

★★★☆☆

Templates

Executive note templates

Branding

Professional styling

Configuration

Human-AI balance controls

Personalization

Custom capture preferences

Key Highlights

• Note structure control
• AI assistance levels
• Export styling

View Granola Details →

Fellow

★★★☆☆

Templates

Agenda-driven templates

Branding

Team branding options

Configuration

Meeting structure customization

Personalization

Action item workflows

Key Highlights

• Agenda templates
• Follow-up automation
• Team standards

View Fellow Details →

Ecosystem Native Customization

MS Copilot

★★★★☆

Templates

Office 365 templates

Branding

Microsoft ecosystem branding

Configuration

Teams integration setup

Personalization

Workspace customization

Key Highlights

• SharePoint integration
• PowerBI dashboards
• Custom apps

View MS Copilot Details →

Google Gemini

★★★☆☆

Templates

Workspace templates

Branding

Google brand consistency

Configuration

Calendar integration

Personalization

Gmail action automation

Key Highlights

• Drive integration
• Calendar sync
• Workspace automation

View Google Gemini Details →

Notion AI Notes

★★★★☆

Templates

Database-driven templates

Branding

Notion workspace branding

Configuration

Custom database schemas

Personalization

Block-level customization

Key Highlights

• Template gallery
• Formula automation
• Custom properties

View Notion AI Notes Details →

⚙️ Customization Best Practices

✅ Do This

• Start with built-in templates before custom creation
• Test templates with your actual meeting types
• Train team members on template usage
• Use consistent branding across all outputs
• Set up automated workflows for common scenarios
• Regular review and update of custom configurations
• Document your customization decisions for team reference

❌ Avoid This

• Over-customizing without user feedback
• Creating too many template variations
• Ignoring mobile/responsive design in templates
• Making customizations that break integrations
• Forgetting to backup custom configurations
• Setting up complex workflows without testing
• Using inconsistent terminology across templates

• Legal depositions
• Compliance reviews
• Audit meetings
• Policy discussions

🚀 Implementation Roadmap

Phase 1: Assessment (Week 1-2)

Evaluate current meeting types and customization needs

1Audit existing meeting workflows

2Identify template requirements

3Survey team preferences

4Review branding guidelines

Phase 2: Tool Selection (Week 3-4)

Choose the right platform based on customization needs

1Compare customization matrices

2Test template creation

3Evaluate branding options

4Assess integration capabilities

Phase 3: Configuration (Week 5-8)

Set up templates, branding, and workflows

1Create initial template library

2Configure branding elements

3Set up automated workflows

4Train team members

Phase 4: Optimization (Ongoing)

Refine and improve customizations based on usage

1Monitor template usage

2Gather user feedback

3Iterate on designs

4Scale successful patterns

🔗 Related Comparison Guides

Enterprise Security Features →Integration Capabilities →Feature Comparison Matrix →Pricing vs Value Analysis →Implementation Complexity →Scalability Analysis →

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