How do I use and create templates?

Meeting Notes Pro includes pre-built templates for common meeting types, and you can create up to 50 custom templates with the Template Builder.

Pre-built Templates

Meeting Notes Pro includes several ready-to-use templates:

• Meeting Summary: General business meetings with overview, discussion points, decisions, and action items
• Client Review: Financial advisor meetings with portfolio review, planning topics, and recommendations
• Project Meeting: Technical project discussions with status, blockers, and sprint planning
• Sales Call: Sales conversations with prospect info, pain points, and next steps

Template Builder

Create your own templates in Settings > Manage Templates.

Template Builder features

• Section editor: Add, remove, and reorder sections
• Variable dropdown: Insert dynamic variables (dates, names, etc.) that get filled automatically
• Live preview: See how your template will look as you build it
• Styling controls: Customize fonts, colours, and formatting
• Save and reuse: Templates are saved locally and available for all future processing

Limit: Up to 50 custom templates per user.