Create custom meeting notes templates
After a call, you'll find your meeting notes in the overview tab of the call page, as well as in your email inbox. The default meeting notes consist of a summary of your call in the form of key points, along with a to-do list of the action items from the call.
To customise these meeting notes and capture the specific information from every call that's relevant to your sales process, follow the steps below.
Find your Meeting notes template settings either by going to your "Settings" > "Meeting notes templates", or by clicking on the "Default template" badge in the overview tab of the call page.
Here you'll find all of your workspace templates. To create a new one, click on "Create a new template".
To build your custom template, you can add as many sections as you like. For each section, you'll have to give:
The title is fixed, and will appear as you have written it in your meeting notes.
The description should describe what content you would like to extract from your call for this section. This will help our AI to identify the content you're looking for, so make sure it is precise and and covers all relevant information to make the output as accurate as possible.
Add as many sections as you like to give the ideal structure and content of your meeting notes.
Once complete, you can save your template as a draft, or "Save and set as workspace template" to designate this template as the default meeting notes template to be used for all calls going forward. Note: The designated workspace template will apply for all calls of all members of the workspace.
To customise these meeting notes and capture the specific information from every call that's relevant to your sales process, follow the steps below.
Find your Meeting notes template settings either by going to your "Settings" > "Meeting notes templates", or by clicking on the "Default template" badge in the overview tab of the call page.
Here you'll find all of your workspace templates. To create a new one, click on "Create a new template".
To build your custom template, you can add as many sections as you like. For each section, you'll have to give:
A title
The title is fixed, and will appear as you have written it in your meeting notes.
A description
The description should describe what content you would like to extract from your call for this section. This will help our AI to identify the content you're looking for, so make sure it is precise and and covers all relevant information to make the output as accurate as possible.
Add as many sections as you like to give the ideal structure and content of your meeting notes.
Once complete, you can save your template as a draft, or "Save and set as workspace template" to designate this template as the default meeting notes template to be used for all calls going forward. Note: The designated workspace template will apply for all calls of all members of the workspace.
Updated on: 03/12/2024
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