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Applying a Meeting Template to Your Meetings

Learn how to apply a meeting template to your meetings from the meetings table or from within the meeting analysis.

You can apply a meeting template to any analyzed meeting in two ways:

  1. From the Meetings table

  2. From inside the meeting analysis

For both options, start by navigating to the Meetings page.

From the Meetings table

The meetings table includes a Meeting Template column.

  1. Click the + Template button in the Meeting Template column next to your meeting.

  2. Choose a template that matches your meeting type.

From inside the meeting analysis

  1. Open the meeting analysis by clicking Analysis.

  2. Navigate to the Meeting Template section in the left sidebar.

  3. Select a template from the dropdown.

  4. Click the Generate button.

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