Choose a template
On the screen where you create the minutes, choose the template that fits the meeting.
- For: All members
- About 3 min
What you need
- You have opened the Create meeting minutes screen of a meeting whose recording has stopped or whose audio was imported.
- The minutes are created by the person who recorded this meeting.
Steps
Check the first card
TipThe first card is the first one found among your own default, the template last used in this folder (Last used), the folder default and the organization default, in that order.
TipMy templates are ones you made, shown only to you; Company templates were made by your organization’s administrators.
TipOpening a preview does not switch the template.
TipPress the star icon in the list to make a template a favorite: favorites come right after the first card, in the order you starred them.
TipWhen you cannot press it, the reason appears just above or below the button.
When you finish
A draft of the minutes is created following the headings of the template you chose.
A template for sales and client meetings
Sales & client meeting has a “Sales Meeting Overview” block after the agenda. It sums up, from what was said in the meeting only, the other party’s problems and wishes, what was proposed or explained, their reactions and concerns, and budget, timing and decision-making.
A field nobody spoke about reads “Not recorded”, and nothing such as the chance of closing the deal is written. Check the minutes against the original statements after they are created.
If something does not work
Templates will not load
While Templates could not be loaded. is shown, the minutes cannot be created. Check your connection and press Try again in the same area.
The template selected first is not the one you expected
Choose the card you want, and the minutes are created with that template. To decide which template comes first, see “Set the minutes language and default template”.
A template of your own is missing
You want another template after the draft was made
Press Regenerate on the draft to choose the template again and recreate it. See “Regenerate minutes” for the steps.
You want another template after approval
An approved version cannot be regenerated as it is. Press Edit in the Minutes pane (on a phone, Edit under ⋯ More actions) to start editing, and Regenerate appears. Press it and choose Make the draft: the current content is saved as a new draft, and you can choose the template again. The approved version stays as it was, and the new version is approved again.
Related guides
Review minutes with evidence
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