Changing how meetings get summarised
The default summary suits most meetings. If your team writes notes in a particular shape, you can define that shape once and have every meeting follow it.
Northwind kickoff
Tom approved the phased October rollout. Priya capped the pilot at two regions.
Whether two regions is representative enough for the November review.
Priya, revised data clause, Friday. Alina, rollout timeline, Wednesday.
Meetings get written up that way
- Meeting notes templates is a page in Settings
- Describe the shape you want
- Meetings get written up that way
Creating a template
Open Settings and choose Meeting notes templates, under Assistant. Choose New template, give it a Name, and write Instructions that describe the sections you want and what belongs in each. Then choose Save.
The System templates come with Metir. To start from one, open its menu and choose Clone to my templates, then edit your copy.
What makes a good template
- Name the sections, and say what belongs in each.
- Say what to leave out, not only what to include.
- Write it for a specific kind of meeting. A sales call template and a standup template should look nothing alike.
Applying one
Choose which template a meeting uses when you set it up, or make one your default so every meeting follows it: click the template and choose Use as default. The row then says Your default.