No two meetings are the same. Meeting templates let you organize and structure your meetings so summaries, conversation insights, and transcription are tailored to each meeting type.
In this guide:
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 in your account's main language (English — United States by default). See Language Settings for more on languages.
Choose a clear, descriptive name — MeetGeek uses it to automatically match the best template to each meeting.
When you open a template, four tabs control how your meeting is analyzed:
General — set the name, category, language, and description.
Meeting Summary — choose which sections appear in your AI summary, and tune the prompt behind each one for depth and format.
Conversation Intelligence — configure KPIs and performance metrics.
Advanced — fine-tune Topics & Timeline highlights, edit the agenda, or create a fully custom summary.
Meeting Summary
The Meeting Summary tab controls how your summary is structured. It does two things: it lets you choose which sections appear, and it lets you tune the prompt behind each section to control depth and format.
MeetGeek provides a library of Default Sections — discussion topics, key decisions, action items, next steps, and more. Toggle the ones you want on and leave the rest off.
As you toggle sections, a live preview on the right shows exactly how your summary will look.
Tuning a section's prompt
Each section is generated from a prompt that tells the AI what to capture and how to format it. Edit that prompt to:
Make the output more verbose — e.g. "Include full context, not just headlines."
Change the format — e.g. "Return as a numbered list instead of bullets."
Narrow the focus — e.g. "For Action Items, only include commitments made by participants, not tasks performed during the call."
Add required fields — e.g. "Always include an owner and due date for each action item."
Tip: If a past summary was too short or missed details, editing the section prompt is the fastest fix — dial up the depth on the specific section that wasn't capturing enough.
The sections you configure here also shape your post-meeting summary email: each enabled section appears as its own block, making the delivered summary easy to scan and share.
Topics & Timeline
Under the Advanced tab, Topics & Timeline configures the highlights that appear in the meeting timeline — the chronological view on the right of your meeting page. MeetGeek provides default highlights (Concern, Decision, Fact, Next Steps, Task, and more), and you can add your own with + Add Highlight.
A live preview shows how topics and highlights will appear in your timeline.
Related: Highlights & Summaries
Conversation Intelligence
The Conversation Intelligence tab configures the KPIs and performance metrics MeetGeek tracks for each meeting — how it 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 (add or remove): Clear Next Steps, Engagement, Meeting on Time, and more. Use + Add KPI to add your own, or the edit/delete icons to customize existing ones.
A live preview on the right shows how your Conversation Intelligence Report will look.
Note: Each meeting is scored on the KPIs configured in its template, and those scores roll up into aggregated metrics by month, team, and meeting type. Keep only the KPIs you or your team lead consider essential for that meeting type.
Agenda
An agenda is key to preparing for a meeting — it sets expectations, keeps the meeting structured, and drives results. Defining one at the template level gives certain meeting types a consistent structure. You can set generic agendas and refine them for specific meetings.
Custom Summary
For full control over the structure and content of your summaries, use Custom Summary instead of the Meeting Summary tab. It lets you define a fully customized summary template using free-form text with placeholders.
Note: Custom Summary and the Meeting Summary tab are mutually exclusive — enabling Custom Summary overrides any section-based settings in the Meeting Summary tab.
Available meeting templates
The template library organizes all templates into categories in the left sidebar, each shown as a card with its name and description.
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 — click one and create a customizable copy to edit it. Search templates by name, or filter by language with the dropdown.
Share and import templates
Share or import templates with the Share Link Generated button on the right of the Meeting Templates page. Anyone you share the link with must log in to MeetGeek first; the template is then imported automatically and ready to use on their account.
Note: An imported template isn't set as your default automatically. To make it the default, go to Settings > Meeting Assistant > Default template.
Create and clone templates
Create templates with the New Template button, or clone an existing one with Clone to reuse its agenda, highlights, custom words, and KPIs.
Delete templates
You can delete any template except the one set as your account default and the "General Meeting" template. Click the three dots near the language menu at the top of the screen and select Delete.
Apply templates
Depending on your plan, MeetGeek applies templates in two ways. On the free plan, the "General Meeting" template applies to all meetings. On a paid plan, you get the full template library and can either choose templates manually or let MeetGeek pick the best fit automatically.
1. Manually select a template
On the Upcoming meetings page, click the gear icon on the right, choose a template from the dropdown, and press Update.
You can make updates for an specific meeting, such as template, access, voice agent, agenda and meeting language.
To change your default template from "Auto-detect", go to your Settings and use the dropdown. The new template applies from your next meeting onward
2. Automatic template detection (paid plans only)
On paid plans, Automatic Template Detection is enabled by default, so you don't have to select a template for each meeting — MeetGeek reads the context and applies the most relevant one. It analyzes factors like the meeting topics, participants, and conversation flow, then applies the best-fit template so your summaries match the discussion type.
You can disable or re-enable Automatic Template Detection any time on the Settings page to switch between manual and automatic selection.
Need Help?
If you have any questions or need assistance, reach out at [email protected] or use the chat messenger in the MeetGeek app.
Related Articles