Customize Your Meeting Summary Template

When recording a meeting, depending on the nature of the meeting, different focus and formats of the meeting minutes may need to be produced. In order to make the meeting summary more in line with the needs of enterprises and individual meetings, users can choose an appropriate meeting template according to the meeting, or create an appropriate abstract template by themselves. Each workspace will have its own list of summary templates.

• Please note that the abstract template is only applicable to “summary” meeting abstracts and not to “real-time” meeting abstracts.

1. Summary Template List #

1. To view the current template list, navigate to Workspace Settings -> Template.

• Note: Available only for Individual and Team plans. Users must have Owner or Admin permissions for the workspace.

2. SeaMeet provides a set of built-in summary templates covering common business meetings and industry-specific needs. Users can select a template from the list or create a new one.

Built-in Summary Templates

• [Default] SeaMeet standard summary
• [Custom] Weekly Department Meeting
• [Custom] Podcast Recording
• [Custom] Lecture Notes
• [Custom] All-Hands Meeting
• [Custom] Client Meeting
• [Custom] Legal Case Preparation
• [Custom] Job Interview Record
• [Custom] Sales Meeting
• [Custom] Daily Stand-up Meeting
• [Custom] Academic Affairs Meeting
• [Custom] Project Management Meeting
• [Custom] One-on-One Meeting
• [Custom] Journalist Interview Records
• [Custom] Requirement Discussion Meeting
• [Custom] Product Development Meeting
• [Custom] Medical Appointment Records
• [Custom] Strategy Planning Meeting

1. Apply summary template #

1. After the meeting, click the Summary Template icon next to the meeting summary

2. In the drop-down menu of the pop-up window, select the summary template you want to apply

3. Select Save to regenerate the meeting summary

Note that each time a new digest is generated, a new email with the digest will be automatically sent. If your sharing settings are to also share with other attendees, everyone will receive a new email.

2. Apply templates to regular meetings #

1. If you have a fixed routine meeting and want to apply a specific meeting summary template, such as “stand-up meeting” or “weekly meeting”. If your meeting is invited by binding Google calendar or email, when you click the abstract template, you will automatically be asked whether you want to apply a fixed abstract template to this series of meetings.
2. After application, the template will be automatically applied whenever a new meeting of this series is created.

• Note: Regular meetings will be based on the applied template, not the default meeting template

3. Summary template checklist #

1. Go to the Template tab to browse the current template list

• Note: The custom summary function can only be used if it is an individual plan or a team plan. The user must have owner or administrator rights for the workspace.

4. Set default template #

1. When recording a new meeting, the default template will be applied as the main summary setting.
2. You can go to the summary list to set other summary templates as default options.

5. Add template #

1. You can click Add Template to create a new summary template

2. Fill in the name of the template.
3. Fill in the prompt words to describe the format and precautions of the meeting minutes to be held. Please refer to the description of the prompt words.
4. After completing the filling, click Save to add it to the summary list.
5. Go to the corresponding meeting and choose to apply the newly created summary template to test the effect.

6. Edit/Delete Template #

1. If you want to edit or delete an existing summary template, click (⋮) on the right side of the individual template and select the action you want to perform.