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 consists of two key elements: a category it is part of and the language of the meeting. By default, all your meetings will have the "General meeting" template for the main language set for your account (which defaults to English - United States). Check out the language settings article for more details related to languages.
A meeting template contains the following:
- highlights to customize the AI Summary
- KPIs to customize the AI Insights
- dictionary to customize the transcript
- agenda to keep track of the main topics to discuss during the meeting
Highlights
There are 2 types of highlights that could appear during the meeting:
AI-based: requires only a suggestive label, but adding a description is advised to fine-tune the AI when identifying the highlights in the conversation
Keyword-based: requires a suggestive label and keywords used to tag parts of the conversation where some keywords were mentioned
It's important to notice that depending on the type of your meeting, you might be interested in different aspects of the conversation. That's why each meeting template is designed to have different highlights.
KPIs
Each type of meeting should be analyzed from different perspectives when it comes to saying how well a meeting went and how efficient it was. For some meetings, you may not be interested in a particular key performance indicator, but consider another metric really valuable and vice versa. By default, all available KPIs are enabled for a meeting template, but feel free to adjust them according to your needs.
Note: In MeetGeek, each meeting will be assigned a score. That score is computed based on the KPIs enabled for the meeting template. Further, each meeting score will contribute to an aggregated score per month, per team, etc. So, our advice is to keep in your templates the KPIs that you or your team lead really consider important 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 (we provide some out-of-the-box defaults) and can further refine them for particular meetings.
Dictionary
A dictionary is a list of words, abbreviations, or phrases provided ahead of time to help improve their recognition for the transcription engine. This makes the transcription more accurate for your specific domain, business, or a certain type of meeting.
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.
You can explore our meeting templates repository in order to find the desired template. Use the "Explore" button from the top right corner to quickly access the repository from the app.
Defining and cloning templates
Easily create or clone templates using the "New" button on the right of the meeting templates page. You can choose to clone an existing template so that you reuse the agenda, highlights, custom words, and KPIs.
Generating Highlights and KPIs
You can also automatically generate the list of AI-based highlights and KPIs for a new template by adding only a short description of what you want to track during the meeting. However, this feature is available for Enterprise only.
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
While we work on a mechanism to suggest templates for you automatically, you have to apply the template on the "Upcoming meetings page" manually. Let's see how below.
Click on the gear icon on the right.
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. We have big plans for this area, so stay tuned for updates.
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.