Templates help you maintain consistency across your meetings by providing structured formats for both your meeting agendas and AI-generated recaps. You can apply templates to recurring meetings so that every instance follows the same format, saving you time and ensuring nothing important gets missed.
Understanding Template Types
Fellow offers two types of templates for your meetings:
Agenda templates
Agenda templates provide structure for your meeting notes before and during the meeting. They include sections like Talking Points, Action Items, and custom headers that fit your meeting type.
AI recap templates
AI recap templates are structured formats that organize your meeting recaps after the recording is complete. Instead of a general summary, AI templates extract and organize key information from your transcript into predefined sections relevant to your workflow.
Apply an Agenda Template to a Recurring Meeting
Set a default agenda template so all future instances of a recurring meeting use the same structure.
Steps to apply an agenda template
Navigate to the meeting note where you want to apply a template
Click the three dots in the upper right corner
Select Settings > Template
Under the Agenda section, click the three dots menu
Select Browse templates to access the template library
Preview or select a template:
Preview first: Click to preview the template, then choose to either:
Copy to my templates: Edit the template to customize it for your needs
Apply as is: Use the template without modifications
Select instantly: Click the template to apply it immediately
Select the template to make it the default for all future instances of this meeting
Important: Applying a template this way will not override your existing note. It will only apply to notes that have not yet been created in this meeting series. Your past notes remain unchanged.
Set an AI Recap Template for a Recurring Meeting
Configure which AI template should be used for all future meeting recaps in a series.
Go to your meeting series settings
Select Templates > AI Template
Select which AI template you'd like to apply for future meetings in this series
All future recordings in this series will automatically use this template when generating the AI recap.
Benefits of Using Templates
Consistency: Standardized format across similar meetings
Efficiency: Key information is automatically extracted and organized
Time-saving: No need to manually structure your notes or recaps
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
Flexibility: Generate multiple templates for a single meeting if needed