Skip to Content
Basic useCreate a meeting notes template
4. Basic use

Create meeting notes templates

When creating meeting notes in mocoVoice, the AI organizes the notes based on a template. Along with the standard templates, you can create custom templates tailored to your company’s meeting rules and workflows.

Example UIMeeting notes tab

Template management

Standard templates

Collapse
General purpose
Default
Simple
Default
QA
Default
Action-oriented
Default
Summary
Default
Summary by speaker
Default

Custom templates

Create group
SOAP format
Default
Interview
Default
Conference
Default
Internal regular meeting
Default
←Press here
New template

What you can do with custom templates

  • Match company standards: Use the heading names and order you normally use for meeting notes.
  • Use different templates for different meetings: Create separate templates for weekly syncs, sales calls, or reports.
  • Guide the AI: By providing headings like “Decisions”, “To-Do”, and “Assignee”, you help the AI organize the content better.

Steps

1. Open the meeting notes tab

Click the Meeting notes tab on the transcript screen. You will see a list of standard templates and a button to create a custom template.

2. Start creating a custom template

Click the + New template card under Custom templates. If you already have custom templates, you can select them from this list.

Example UICreate custom template button

Template management

Standard templates

Collapse
General purpose
Default
Simple
Default
QA
Default
Action-oriented
Default
Summary
Default
Summary by speaker
Default

Custom templates

Create group
SOAP format
Default
Interview
Default
Conference
Default
Internal regular meeting
Default
←Press here
New template

3. Choose a creation method

On the Create a new template screen, choose how to create it.

  • Start from scratch: Type headings and items yourself on a blank page.
  • Copy an existing template: Duplicate and edit a standard template or an existing custom template.
  • Create from photo or PDF: Create a template draft based on an existing meeting note sample or PDF.

In this example, we select Start from scratch.

Example UIChoose creation method

Create template

Press here→Start from scratchCreate a template from scratch
Create from existing templateCreate based on standard and custom templates
Create from photo or PDFAuto-create template from photo or PDF of meeting notes

4. Enter a template name

On the Enter new template name screen, give it a recognizable name. Click Go to editor when you are done.

Name examples:

  • Weekly Sync Template
  • Sales Call Notes
  • Board Meeting Notes
  • Action-Oriented Template
Example UIEnter new template name screen
Enter new template name
Enter template nameWeekly regular meeting template
Name your template. Next, edit the template content.
CancelPress here→Go to editor

5. Edit the template

In the editor, type the headings and items you want in your meeting notes. Think of this as creating an outline for how you want the final document to look.

Example UITemplate editor screen
Weekly regular meeting templateHow to createPress here (Save changes)→
Meeting notes
Date and time
Attendees
Agenda
Decisions
TODO
DescriptionAssigneeDeadline

Here is an example of a basic, easy-to-use structure.

# Meeting Notes
 
## Date and Time
 
## Participants
 
## Agenda
 
## Decisions
 
## To-Do
 
| Task | Assignee | Deadline |
| ---- | -------- | -------- |
|      |          |          |
 
## Notes

Keep these points in mind when editing:

  • Use clear headings: Use names like “Agenda”, “Decisions”, and “To-Do” so the AI knows where to put information.
  • Keep it simple: Start with a short template and add items only if needed.
  • Use tables: If you need to track assignees and deadlines, format the To-Do section as a table to make it easy to read.

6. Save

When you finish editing, click the blue checkmark in the top right corner. The checkmark might say “Save changes”. Clicking it saves your new template.

Example UICheckmark to save changes
Weekly regular meeting templateHow to createPress here (Save changes)→
Meeting notes
Date and time
Attendees
Agenda
Decisions
TODO
DescriptionAssigneeDeadline

7. Use your template

After saving, your new template appears in the Custom templates list in the Meeting notes tab. Select your template to generate meeting notes using that structure.

Example UITemplate ready to select

Template management

Custom templates

Create group
Weekly regular meeting template
Default
Sales memo
Default
Board meeting notes
Default
Admin department template
Default
New template

Tips and important notes

  • Make the structure clear to AI: Use headings, bullet points, and tables to help the AI understand what to write where.
  • Do not overcomplicate: If you add too many instructions, the output might not be organized as expected.
  • Always review the output: Meeting notes created by AI require final review and necessary corrections.
  • Assign a reviewer for critical records: AI output is for reference only. The final decision and official record creation must be handled by a responsible professional.

Support for custom templates

The mocoVoice support team can help you build meeting notes templates. If you have a specific format in mind or if the AI is not organizing things well, please contact support.

Last updated