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Templates decide what kind of AI 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
  • Customer onboarding call
  • Project status meeting
  • Product prioritization meeting
  • Technical design review
  • Operations review meeting
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 Summary style.
  3. Click Regenerate notes if the meeting already has notes and you want Snaply to rewrite them in the new structure.
If you change the summary style without regenerating, the meeting keeps the previously generated notes and shows that the notes need regeneration. The same is true when you change the notes language. Pick the language you want, then regenerate notes to rewrite the meeting in that language.

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Managing Templates

From the AI Notes Templates screen, you can:
  • Search the built-in and custom template library
  • Create a new custom template
  • Duplicate a built-in template and customize it
  • Choose whether a template appears in the workspace summary-style menu
  • Preview the prompt Snaply will use for the template
  • 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.