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Meeting summary templates

22 Free curated templates by role — plus Pro custom prompts you can test on a ready meeting.

Before you start

  • A ready meeting with a transcript (Hub Meetings or any client).

Steps

  1. 1

    Open a meeting → Template. Search or filter by category (engineering, sales, hiring, …).

  2. 2

    Pick a Free curated template (22 built-in) and Apply. Optionally regenerate the summary when Ready.

  3. 3

    Pro/Team: Custom templates → write a title and prompt (10–4000 characters).

  4. 4

    Test on meeting runs a preview only — it does not overwrite the saved protocol until you Save & apply.

  5. 5

    Custom templates appear in the picker under Custom after you save them.

Common mistakes

  • Base templates stay Free forever (Free Promise). Custom prompts need Pro or Team.
  • Shared viewers can read; editors/owners change templates and regenerate.

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