Team Custom AI Note Templates: standardize how your team captures insights
Different types of meetings require different types of notes.
While AI-generated summaries already organize content into smart topics, teams often need more structured, purpose-built formats — especially for recurring workflows like sales calls, hiring interviews, or customer research.
With Team Custom AI Note Templates, you can define exactly how meetings should be summarized and apply those standards across your entire team.
Align your team on how notes are structured
Instead of everyone taking notes differently, you can create consistent formats tailored to your workflows.
With custom templates, you can guide the AI to structure notes based on:
Specific frameworks (e.g. discovery or qualification formats)
Internal evaluation criteria
Standardized sections for different meeting types
Custom prompts and structures defined by your team
Once applied, every relevant meeting will follow the same format — making it easier to review, compare, and act on information.
Apply templates automatically based on meeting context
Team templates can be assigned using flexible rules, so the right format is applied automatically.
For example:
Use a specific template for discovery calls
Apply a structured format for hiring interviews
Customize templates based on meeting titles or participants
This ensures that each meeting type is documented in the most useful way — without requiring manual selection.
How to set up Team Custom AI Note Templates
To create and apply templates for your team:
Open the side menu and go to Meeting Templates
In the Template Library, browse or select a template
Click Set as a personal or team template
Choose Team level in the pop-up
Define the rules for when the template should be applied
Once configured, the template will automatically be used for matching meetings across your team.
Consistent notes, better decisions
Team Custom AI Note Templates help your team capture information in a clear, structured, and repeatable way — improving alignment and making insights easier to act on.
Explore other Team Features to keep building scalable workflows with a set once, scale with your team approach.