Meeting templates let you standardize how Mavio structures summaries, notes, and action items for different meeting types. Use built-in templates or create your own.

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Browse available templates

1

Open the template library

Go to Settings > Templates or click the Template icon when viewing any meeting.
2

Browse by category

Templates are organized by meeting type:
  • General — standup, team sync, all-hands
  • Sales — discovery call, demo, negotiation
  • Product — sprint planning, retrospective, design review
  • HR — interview, 1:1, performance review
  • Custom — templates you or your team created
3

Preview a template

Click any template to see a preview of the sections, prompts, and output format it produces.

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Apply a template to a meeting

  1. Open the calendar event in Mavio.
  2. Click Set Template and choose from the library.
  3. The template is applied automatically when the meeting ends and AI processing begins.

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Built-in templates

Sections: What was done, What’s planned, Blockers. Extracts per-person updates and flags any blockers mentioned.
Sections: Discussion topics, Feedback, Action items, Personal notes. Focuses on interpersonal dialogue and follow-ups.
Sections: What went well, What didn’t go well, Improvements, Action items. Groups feedback by theme.
Sections: Prospect overview, Pain points, Requirements, Budget & timeline, Next steps, Competitive mentions. Optimized for CRM integration.
Sections: Candidate summary, Technical assessment, Cultural fit, Strengths, Concerns, Recommendation. Structured for hiring panels.
Sections: Announcements, Department updates, Q&A highlights, Key decisions, Action items. Handles large multi-speaker meetings.

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Create a custom template

1

Open the template editor

Go to Settings > Templates > Create Template.
2

Define sections

Add sections to your template. Each section has:
  • Title — the heading shown in the output (e.g., “Key Decisions”)
  • Prompt — instructions for the AI on what to extract (e.g., “List all decisions made during the meeting with who proposed them”)
  • Type — list, paragraph, or table
3

Set template metadata

Give your template a name, description, and category. Optionally set it as the default for a specific calendar tag or meeting title pattern.
4

Save and test

Save the template, then apply it to an existing meeting to verify the output matches your expectations.

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Auto-assignment rules

Automatically apply templates based on meeting metadata:
Rule typeExampleTemplate applied
Calendar tag[standup] in titleStandup
Recurring patternEvery Mon 9am “Sprint Planning”Sprint Retrospective
ChannelAll meetings in “Sales Calls” channelSales Discovery Call
ParticipantMeetings with recruiting@company.comInterview Debrief
Configure rules in Settings > Templates > Auto-Assignment.
Share custom templates with your team by clicking Share to Workspace in the template editor. Team members can then find them under the Shared category.