No meeting is the same! Meeting templates are a way to organize and structure your meetings so that you can customize summaries, conversation insights, and transcription, based on meeting types.
In this article:
What is a Template?
A meeting template defines how MeetGeek processes and presents your meeting data. Each template has a name, category, language, and description. By default, all your meetings use the “General Meeting” template for the main language set in your account (which defaults to English - United States). Check out the language settings article for more details related to languages. Check out the language settings article for more details related to languages.
Choose a clear, descriptive name for your template — MeetGeek uses it to automatically match the best template to your meeting.
When you open a template, you’ll find four tabs to customize how your meeting is analyzed:
General — set the name, category, language and description
Meeting Summary — choose which sections appear in your AI-generated meeting summary
Conversation Intelligence — configure KPIs and performance metrics for your meetings
Advanced — fine-tune Topics & Timeline highlights, edit the agenda, or create a fully custom summary
Meeting Summary
The Meeting Summary tab lets you choose which sections appear in your AI-generated meeting summary. MeetGeek provides a library of Default Sections that you can toggle on or off — simply check the ones you want included.
As you select sections, a live preview on the right side of the screen shows you exactly how your meeting summary will look.
Topics and Timeline
Under the Advanced tab, Topics & Timeline lets you configure the highlights that appear in the meeting timeline — the chronological view on the right side of your meeting page.
MeetGeek provides a set of default highlights (Concern, Decision, Fact, Next Steps, Task, and more). You can also add your own custom highlights using the + Add Highlight button.
A live preview shows how topics and highlights will appear in your meeting timeline.
> Related article: Highlights & Summaries
Conversation Intelligence
The Conversation Intelligence tab lets you configure the KPIs and performance metrics that MeetGeek tracks for each meeting. This is how MeetGeek evaluates meeting quality and generates insights.
There are two groups:
Default KPIs — always included: Meeting Productivity Score, Agenda Follow-Through, Speaker Distribution, Strengths, Suggestions, and Most Popular Themes
Optional KPIs — can be added or removed: Clear Next Steps, Engagement, Meeting on Time, and more. Use + Add KPI to add additional ones, or the edit/delete icons to customize existing optional KPIs.
A live preview on the right shows how your Conversation Intelligence Report will look with the current configuration.
Note: Each meeting receives a score based on the KPIs configured in its template. These scores roll up into aggregated metrics—by month, by team, and meeting type. We recommend keeping only the KPIs that you or your team lead consider truly essential for that type of meeting.
Agenda
An agenda is key when it comes to preparing for a meeting. Having an agenda makes it easier to communicate expectations to participants, run a structured meeting, and drive results forward.
Defining an agenda for a template makes it easier to have a well-defined structure for certain meeting types. You can define generic ones and can further refine them for particular meetings.
Custom Summary
If you need full control over the structure and content of your meeting summaries, you can use Custom Summary instead of the Meeting Summary tab. This allows you to define a fully customized summary template using free-form text with placeholders.
The Custom Summary and the Meeting Summary tab are mutually exclusive: enabling Custom Summary will override any section-based settings configured in the Meeting Summary tab.
Available Meeting Templates
The template library organizes all available templates into categories displayed in the left sidebar. Each template is shown as a card with its name and description.
Categories:
Default: General Meeting, All-Hands Meeting, Coaching Session, Customer Onboarding, Product Demo, Project Planning, Project Status Update, Workshop
Customer Facing: Partnership Call, Customer Discovery Call, and more
Internal Meetings: Board Meeting, Brainstorming Session, Daily Standup, 1:1 Meeting, Weekly Team Meeting, Retrospective Meeting, KT Session, and more
Investors: Startup Discovery Call
Recruiting: Screening Interview
Startups: Investor Pitch
Templates with a MeetGeek badge are system-managed and read-only. To customize one, click on it and create a customizable copy.
You can search templates by name using the search bar, or filter by language using the dropdown.
Sharing and Importing Templates
Easily share or import templates using the “Share Link Generated” button on the right of the meeting templates page. You can share the template link with anyone. When accessing the link, the person you shared the template with must log in to MeetGeek first. The template will be automatically imported afterward and ready to be used on that person’s account.
Note: After importing a shared template, the template will not be automatically set as the default one in your MeetGeek account.
This can be achieved after successfully importing the template from the Settings page -> Meeting Assistant -> Default template.
Defining and Cloning Templates
Easily create templates using the "New Template" button or clone existing ones using the "Clone" button. You can choose to clone an existing template so that you reuse the agenda, highlights, custom words, and KPIs.
Deleting Templates
You can delete any template, different from the one set as default for your account and the "General Meeting" template. To do so, click on the three dots near the language menu at the top of the screen and select the Delete option.
Applying Templates
Depending on your account type (paid or free plan), MeetGeek allows you to apply Meeting Templates in two ways, ensuring your meeting summaries are structured exactly how you need them.
If you have a free plan, the “General meeting” meeting template is applied by default to all your meetings. If your account has one of our paid plans, you can access a library of meeting templates. You can also choose them manually or allow MeetGeek to automatically select the one that best suits your call type.
1. Manually Select a Meeting Template
On the “Upcoming meetings” page, you can manually select a meeting template for each meeting. Click on the gear icon on the right, change the template from the dropdown and press update.
Change the template from the dropdown and press update
If you would like to change the default "General meeting" with another template, just go to your general settings and use the "Default template" dropdown.
That's it. Once your meeting starts, the new template will apply and you'll be able to see the results. Alternatively, you can enable the automatic template detection 👇
2. Automatic Template Detection (Paid Plans Only)
For users on paid plans, Automatic Template Detection is enabled by default. This feature eliminates the need to manually select a template for each meeting — MeetGeek automatically understands the meeting’s context and applies the most relevant template for you.
How it works:
MeetGeek analyzes factors like the meeting topics, participants, and conversation flow.
It then applies the most suitable Meeting Template based on this context.
This ensures your meeting summaries align perfectly with the discussion type.
Want to change this setting? You can easily disable or re-enable Automatic Template Detection at any time in the account Settings page to switch between manual and automatic selection.
Explore our Support Center for further guides, frequently asked questions and tips. Or use the in-app live chat to reach out to our support team.