> ## Documentation Index
> Fetch the complete documentation index at: https://docs.mavioapp.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Use Meeting Templates

> Apply pre-built or custom templates to structure your meeting summaries, notes, and action items.

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.

## Browse available templates

<Steps>
  <Step title="Open the template library">
    Go to **Settings** > **Templates** or click the **Template** icon when viewing any meeting.
  </Step>

  <Step title="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
  </Step>

  <Step title="Preview a template">
    Click any template to see a preview of the sections, prompts, and output format it produces.
  </Step>
</Steps>

## Apply a template to a meeting

<Tabs>
  <Tab title="Before the 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.
  </Tab>

  <Tab title="After the meeting">
    1. Open the completed meeting.
    2. Click **Summary** > **Regenerate with Template**.
    3. Select a template and click **Apply**. The summary is regenerated using the new structure.
  </Tab>
</Tabs>

## Built-in templates

<AccordionGroup>
  <Accordion title="Standup">
    Sections: **What was done**, **What's planned**, **Blockers**. Extracts per-person updates and flags any blockers mentioned.
  </Accordion>

  <Accordion title="1:1 Meeting">
    Sections: **Discussion topics**, **Feedback**, **Action items**, **Personal notes**. Focuses on interpersonal dialogue and follow-ups.
  </Accordion>

  <Accordion title="Sprint Retrospective">
    Sections: **What went well**, **What didn't go well**, **Improvements**, **Action items**. Groups feedback by theme.
  </Accordion>

  <Accordion title="Sales Discovery Call">
    Sections: **Prospect overview**, **Pain points**, **Requirements**, **Budget & timeline**, **Next steps**, **Competitive mentions**. Optimized for CRM integration.
  </Accordion>

  <Accordion title="Interview Debrief">
    Sections: **Candidate summary**, **Technical assessment**, **Cultural fit**, **Strengths**, **Concerns**, **Recommendation**. Structured for hiring panels.
  </Accordion>

  <Accordion title="All-Hands">
    Sections: **Announcements**, **Department updates**, **Q\&A highlights**, **Key decisions**, **Action items**. Handles large multi-speaker meetings.
  </Accordion>
</AccordionGroup>

## Create a custom template

<Steps>
  <Step title="Open the template editor">
    Go to **Settings** > **Templates** > **Create Template**.
  </Step>

  <Step title="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`
  </Step>

  <Step title="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.
  </Step>

  <Step title="Save and test">
    Save the template, then apply it to an existing meeting to verify the output matches your expectations.
  </Step>
</Steps>

## Auto-assignment rules

Automatically apply templates based on meeting metadata:

| Rule type         | Example                                                               | Template applied     |
| ----------------- | --------------------------------------------------------------------- | -------------------- |
| Calendar tag      | `[standup]` in title                                                  | Standup              |
| Recurring pattern | Every Mon 9am "Sprint Planning"                                       | Sprint Retrospective |
| Channel           | All meetings in "Sales Calls" channel                                 | Sales Discovery Call |
| Participant       | Meetings with [recruiting@company.com](mailto:recruiting@company.com) | Interview Debrief    |

Configure rules in **Settings** > **Templates** > **Auto-Assignment**.

<Tip>
  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.
</Tip>