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Templates decide what kind of notes Snaply writes from a meeting transcript. Instead of getting the same generic summary every time, you can choose a structure that matches the conversation you just had.

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What A Template Controls

Each template defines:
  • A title
  • A short description
  • The note sections Snaply should produce
That means a daily stand-up, one-on-one, sales demo, and design review can all produce different notes from the same transcript pattern.

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Built-In Templates

Snaply ships with a library of defaults, including:
  • Default Notes
  • Daily stand-up
  • Weekly team meeting
  • One-on-one
  • Sales demo call
  • Sales discovery call
  • Project status meeting
  • Product prioritization meeting
  • Technical design review
Some appear in the meeting workspace dropdown by default. The full library is available from the templates screen.

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Custom Templates

You can create your own template with:
  • A clear meeting name
  • A description of what matters
  • Custom sections such as Decisions, Risks, Blockers, or Next steps
This is useful if your team has a repeatable meeting format and you want the notes to mirror it every time.

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How To Apply A Template

  1. Open a processed meeting.
  2. In the Notes view, choose a template.
  3. Apply or regenerate the notes so Snaply rewrites them in that structure.
If you change the template without regenerating, the meeting keeps the previously generated notes until you run the notes step again.

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Managing Templates

From the AI Notes Templates screen, you can:
  • Browse the full built-in library
  • Create a new custom template
  • Duplicate a built-in template and customize it
  • Choose whether a template appears in the workspace dropdown
  • Edit or delete your own templates
Built-in templates are read-only. Duplicate one if you want to turn it into your own version.

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Good Template Design

  • Use section names people already recognize from the meeting.
  • Ask for outcomes, not just summaries.
  • Include ownership where it matters.
  • Keep the section list short enough that the notes stay sharp.