Meeting templates
How to use meeting templates in Meetgeek
Raluca avatar
Written by Raluca
Updated over a week ago

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.

Note: 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:

  • an agenda

  • meeting highlights, that can be added to the summary

  • a custom dictionary

  • a list of KPIs


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.

Meeting highlights

These represent highlights that could appear during the meeting. They contain keywords based on which Meetgeek will identify parts of the conversation and tag sentences with labels.

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 meeting highlights.

Custom dictionary

A custom 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 for a certain type of meeting. For example, adding a phrase to a phrase list increases its importance, thus making it more likely to be recognized.

Note: This feature is not yet available for all the supported languages. Check out this article to see which languages support defining a custom dictionary.

Meeting KPIs

Each type of meeting should be analyzed from different perspectives when it comes to saying how well did a meeting go 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.

Defining and cloning template

Easily create or clone templates using the "Create template" 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.

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 like 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.

Did this answer your question?