AI Templates are structured formats that organize your meeting recaps into specific sections based on your meeting type. Instead of a general summary, AI Templates can be used to extract and organize key information from your meeting transcript into predefined sections that are relevant to your workflow.

What are AI Note Templates?

AI Templates transform your meeting recordings into structured recaps with organized sections. Each template is designed for a specific type of meeting and extracts relevant information from your transcript, organizing it into meaningful categories with timestamps.

When you generate an AI Template recap, Fellow's AI analyzes your meeting transcript and populates each section with key moments from your conversation, complete with timestamps so you can easily jump to the relevant part of the recording.

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Available AI Note Templates

Sales Discovery

Perfect for initial sales calls and discovery meetings. This template helps you capture:

Sales Meeting Outcome: The impact of the meeting on the deal
Customer Needs: Problems, needs, and pain points the customer expressed
Budget: Budget-related discussions
Competitors: Alternative solutions the customer has considered
Decision Maker: Who has authority to make purchase decisions
Objections: Customer objections to moving forward

Sales Follow-Up

Ideal for follow-up sales meetings. This template organizes:
Sales Meeting Outcome: Impact on the deal moving forward
Customer Feedback: Feedback about the solution and whether it meets their needs
Pricing Feedback: Pricing-related discussions
Deal Timing: Timeline for the deal or decision
Potential Obstacles: Obstacles or objections to moving forward

BANT

Based on the BANT qualification framework (Budget, Authority, Needs, Timeline). This template captures:

Sales Meeting Outcome: Impact of the meeting on the deal
Budget: Customer's budget discussions
Authority: Decision-makers and influencers
Needs: Problems and pain points to be addressed
Timeline: Timing for the deal or decision

MEDDIC

Based on the MEDDIC sales methodology. This template organizes:

Sales Meeting Outcome: Impact on the deal
Metrics: Quantifiable impact of solving the customer's problem
Economic Buyer: Who has purchase decision authority
Decision Criteria: How the customer evaluates the solution
Decision Process: How the customer decides to move forward
Identified Pain-points: Problems and needs to be addressed
Champion: Influencers in the decision process

SPICED

Based on the SPICED qualification framework. This template captures:

Sales Meeting Outcome: Impact on the deal
Situation: Current situation, challenges, goals, and processes
Pain: Problems and pain points expressed
Impact: Quantifiable impact of solving the problem
Critical Event: Deadlines and consequences of missing them
Decision: Decision-makers and influencers

Customer Success

Designed for customer success and account management meetings. This template organizes:

Goals: Customer goals to achieve with the solution
Successes: Wins and successes shared by the customer
Challenges: Problems and pain points expressed
Feedback: Feedback about the solution or service

Create Your own Custom AI Templates

If none of our pre-existing templates work for you, you can create your own via the template library! You can choose to include:

Summary: A summary that distills the meeting's purpose, important outcomes, notable changes or risks, and upcoming milestones. Perfect for catching up in under a minute.
Action items: Concrete action items captured during the meeting. Each action item shows the assignee, and a timestamp linking back to the recording and transcript.
Topics: Key discussed during the meeting. Each topic includes concise bullets and timestamps linking back to the recording and transcript. Perfect for getting a detailed understanding of the key points for the meeting.
Decisions: Decisions made during the meeting. Each decision notes what was decided and a timestamp linked to the recording and transcript.
New Custom Section: In plain words, give AI instructions on what to include in this section.

How to Use AI Note Templates

Generating an AI Template Recap

Record your meeting using Fellow's Note Taker
Wait for the transcript to be processed (this happens automatically)
Open the meeting recording in Fellow
Select a template from the template dropdown in the Highlights panel
Select your wanted template to update from the default template to update
Fellow's AI will analyze your transcript and populate the template sections

Setting up AI Templates for Recurring Meetings

Head to your series settings
Select Templates > AI Template
Select which AI template you'd like to apply for future meetings in this series

Using Templates with CRM Integrations

When sending meeting notes to your CRM (Salesforce or HubSpot):

1. Enable "Include AI recap" in the send notes modal

2. Select a recap template from the dropdown (if available)

3. The template will be formatted and included in your CRM note

Templates are especially useful for CRM integrations because they provide structured, consistent information that aligns with your sales process.

Benefits of AI Note Templates

Consistency: Standardized format across similar meetings

Efficiency: Key information is automatically extracted and organized

Time-saving: No need to manually structure your notes

Better CRM integration: Structured data that fits your sales methodology

Timestamps: Easy navigation to specific moments in your recording

Comprehensive: Ensures important information isn't missed

Frequently Asked Questions

Can I use multiple templates for the same meeting?

Yes! You can generate multiple templates for a single meeting recording. Switch between them using the template dropdown.

How long does it take to generate a template?

Template generation typically takes a few minutes, depending on the length of your meeting. You'll see a progress indicator while it's processing.

Can I edit the generated template content?

Yes, you can edit any section of the generated template to refine or add information.

Are templates available for all meeting types?

Templates work best for meetings with clear structure and specific purposes (like sales calls). For general meetings, you can use the standard recap format.

Do templates work with all languages?

Yes, AI Templates support multiple languages however only a single language will be generated within each recap.

Customize Your AI Meeting Notes with Templates