Skip to main content

Templates & Customization

Customize how Typr formats your meeting notes with templates for different meeting types.

What Are Templates?​

Templates are pre-configured note formats that structure your AI summaries for specific meeting types. Each template emphasizes different information.

Pro Feature

Custom templates are available in Typr Pro. Free users get the Standard template.

Available Templates​

Standard (Default)​

General-purpose template for any meeting:

  • Meeting summary
  • Key discussion points
  • Action items
  • Decisions made

Best for: Regular team meetings, standups, catch-ups

Board Meeting​

Formal format for executive meetings:

  • Agenda items
  • Motions and voting results
  • Executive decisions
  • Strategic initiatives
  • Next steps and deadlines

Best for: Board meetings, executive sessions, governance meetings

Client Call​

Client-focused format:

  • Client concerns and requests
  • Solutions proposed
  • Deliverables discussed
  • Next steps and timeline
  • Follow-up items

Best for: Client meetings, customer calls, sales demos

HR Interview​

Structured interview documentation:

  • Candidate information
  • Questions asked and responses
  • Key qualifications observed
  • Strengths and concerns
  • Recommendation and next steps

Best for: Job interviews, performance reviews, HR discussions

Project Review​

Project management focus:

  • Project status update
  • Completed milestones
  • Blockers and challenges
  • Resource needs
  • Next sprint planning

Best for: Sprint planning, project updates, status meetings

1-on-1​

Personal development format:

  • Goals and progress
  • Feedback (both directions)
  • Career development
  • Concerns and solutions
  • Action items

Best for: Manager 1-on-1s, coaching sessions, mentorship

Using Templates​

Apply Before Recording​

  1. Open Typr
  2. Click New Meeting
  3. Select Template dropdown
  4. Choose template
  5. Start recording

Change After Recording​

  1. Open existing meeting
  2. Click Settings icon
  3. Select Change Template
  4. Choose new template
  5. AI regenerates summary with new format
Processing Time

Changing templates triggers AI to regenerate the summary. This takes 10-30 seconds depending on meeting length.

Creating Custom Templates (Pro)​

Build your own templates for specific needs.

How to Create​

  1. Go to Settings → Templates
  2. Click Create Custom Template
  3. Name your template
  4. Define sections:
    • Add section (e.g., "Risks Identified")
    • Rearrange order
    • Set as required or optional
  5. Save template

Template Sections​

Choose from preset sections or create custom ones:

Preset Sections:

  • Summary
  • Action Items
  • Decisions Made
  • Discussion Points
  • Questions Raised
  • Follow-up Required
  • Attendees
  • Resources Mentioned
  • Risks/Concerns
  • Next Meeting Date

Custom Sections:

  • Name it anything
  • Add instructions for AI
  • Set formatting preferences

Example Custom Template​

"Product Discovery Call"

- Customer Pain Points
- Feature Requests
- Use Cases Discussed
- Competitive Mentions
- Pricing Discussion
- Next Steps
- Demo Required?

Template Best Practices​

Choose the Right Template​

  • Before recording: Select based on meeting type
  • Be specific: Use specialized templates when available
  • Consistency: Use same template for similar meetings

Customize for Your Workflow​

  • Create templates for recurring meetings
  • Add sections your team needs
  • Remove unnecessary sections
  • Match your company's documentation style

Team Standards​

If working in a team:

  • Standardize on templates for meeting types
  • Share custom templates (export/import)
  • Document template usage guidelines
  • Review and improve templates quarterly

Template Settings​

Configure in Settings → Templates:

Default Template​

Set which template to use automatically:

  • Standard (default)
  • Last used
  • Ask every time

Auto-Detection​

Let AI suggest templates:

  • ☑️ Auto-suggest templates based on meeting title
  • ☑️ Show template preview before applying

Template Library​

  • View all templates
  • Edit custom templates
  • Import/Export templates (Pro)
  • Delete unused templates

Importing/Exporting Templates (Pro)​

Share templates with your team:

Export Template​

  1. Settings → Templates
  2. Select template
  3. Click Export
  4. Save .typr-template file

Import Template​

  1. Settings → Templates
  2. Click Import
  3. Select .typr-template file
  4. Template added to your library

Template Variables​

Advanced: Use variables in custom templates (Pro):

Meeting Date: {{date}}
Attendees: {{attendees}}
Duration: {{duration}}

Available variables:

  • {{date}} - Meeting date
  • {{time}} - Meeting time
  • {{duration}} - Meeting length
  • {{attendees}} - Participant names (if detected)
  • {{title}} - Meeting title

Coming Soon​

Template features in development:

  • 📤 Template marketplace (download community templates)
  • 🤝 Team template sharing
  • 🎨 Formatting controls (headers, bullets, numbering)
  • 🔄 Template versioning
  • 📊 Analytics per template usage

Troubleshooting​

Template not applying correctly​

  • Ensure meeting has finished processing
  • Try regenerating summary
  • Check template sections are clear
  • Update Typr to latest version

Custom sections not working​

  • Keep instructions simple and clear
  • Test with shorter meetings first
  • Refine section descriptions
  • Contact support for help

Need Help?​

Questions about templates?