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Templates

Meeting Notes Template

A structured note-taking template for capturing the most useful parts of a meeting without relying only on raw transcripts or AI summaries.

Purpose

Why this template exists

Use this template to turn meetings into useful records that preserve context, decisions, owners, and the next actions needed afterward.

When To Use

Best fit

  • Meeting summaries feel too vague or too long
  • Decisions and actions are hard to recover later
  • You need a clean structure to pair with AI notes
Instructions

How to use it

  1. Capture context, attendees, and main topics first.
  2. Write only the most useful insights and decisions.
  3. Convert next actions into owners and deadlines.
  4. Link the notes to the relevant project or decision log.
Template Structure

Copyable template

1. Meeting Details

Meeting:
[Name of meeting]

Date:
[Date]

Participants:
[List of attendees]

Context:
[Brief background]


2. Discussion Notes

Key points:

  • [Important point 1]
  • [Important point 2]

Decisions made:

  • [Decision 1]

Open questions:

  • [Question 1]

3. Next Actions

Owner Task Deadline
[Name] [Action item] [Date]
Example Usage

How it might look in practice

After a kickoff call, this template can capture approved scope, unresolved risks, and next actions while AI tools like Fireflies provide the full transcript in the background.