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Zeplyn Templates & Custom Templates

Zeplyn provides pre-built templates and the option to create custom templates to structure meeting notes based on key topics. These appear as separate tabs within a note.

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Written by Andrew Anderson
Updated over a month ago

Zeplyn Templates

Standard templates help capture specific types of information based on the questions or topics they cover. Some common templates include:

  • Compliance – Tracks general compliance-related questions and notates whether they were discussed.

  • Life Events – Identifies and records discussions related to major life events.

  • Numerical Data – Captures any numerical data mentioned during the meeting.

Custom Templates

Companies can request custom templates tailored to their needs. If your team requires a specific template, reach out to support@zeplyn.ai or success@zeplyn.ai to discuss customization options.

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