AI meeting notes templates
Natively ships 29 AI meeting notes templates in seven groups: Popular, Commercial, Leadership, Product, Recruiting, Team and VC. A template sets the sections the notes are written in and tells the model what kind of meeting it was, from 1 to 1 and Stand-Up to Board Meeting and VC: Pitch. Templates are part of Natively Pro (the free trial unlocks them too); notes in the General mode are free.
By Evin JohnPublished 6 min read
What a note template changes
After a meeting, Natively writes notes from the transcript and from anything you typed in the notepad. Without a template, the sections come from the mode you were in. With one, two things change. The template's sections replace the mode's, in the template's order. And a line describing the meeting from your side (for example "a first call with a potential customer; only what they said, not me") goes in front of the mode's own context, so the model knows what matters before it reads a word of the transcript.
The instruction that goes with every template asks the model to leave out a section that has nothing in it rather than invent content. A Budget and timeline heading with no budget discussed simply does not appear. The VC templates go one step further and ask for "NA" in a few sections, such as Burn rate, so you can see the topic was not covered. The notes are written by whichever model you configured, cloud or local, so quality follows that choice.
Popular
| Template | Sections, in order | Meant for |
|---|---|---|
| 1 to 1 | Top of mind; Updates and wins; Challenges and blockers; Mutual feedback; Next Milestone | A one to one with someone on your team |
| Customer: Discovery | Their background; Pain points and needs; Questions or concerns; Budget and timeline; Next Steps | A first call with a potential customer, recording only what they said |
| Hiring | Their background; Skills and experience; Motivation and fit; Availability and salary expectations; My thoughts; Next steps | An interview with a candidate |
| Stand-Up | Announcements; Updates; Sidebar; Action Items | A daily stand-up, with done, doing and blocked per person |
| Weekly Team Meeting | Announcements; Review of Progress; Key Achievements; Challenges and Adjustments Needed; Action Items and Accountability for the Week Ahead | Your weekly team meeting |
Commercial and Product
| Template | Group | Sections, in order | Meant for |
|---|---|---|---|
| Account Management | Commercial | Current Product Use and Satisfaction; Additional Needs and Pain Points; Future Roadmap; Agreed Next Steps | A check-in with a key account |
| Customer: Existing | Commercial | Current satisfaction; Recent use and outcomes; Challenges and support needs; Opportunities and next steps | A call with an existing customer about the difference the product makes |
| Pipeline Review | Commercial | Current Pipeline Status; Key Deals and Progress; Blockers and Risks; Next Steps and Actions | An internal review of open deals |
| Customer Onboarding | Product | Key Information About Them; Questions and Concerns; Timeline and Next Steps | An onboarding session with a new customer |
| Product Demo | Product | Their reactions; Questions and Concerns; Feedback and Suggestions; Next Steps | Demoing to a potential customer |
| Requirements Gathering | Product | Context; Brainstorming; Decision | Talking to a stakeholder about a problem to solve |
| Troubleshooting | Product | Their challenge or problem; My suggested solutions and their outcomes; Next steps | A customer with a problem in your product |
| User interview | Product | User background; Current product usage; Positive feedback and pain points; Impact of the product; Next steps and follow up | Research interviews with users |
Leadership and Recruiting
| Template | Group | Sections, in order | Meant for |
|---|---|---|---|
| Advisory | Leadership | Current situation; Their insights; Next steps | Asking an advisor about the business |
| Board Meeting | Leadership | Strategic Guidance; Operational Feedback; Financial Insights; Risks and Opportunities; Key Decisions | A meeting with your own company's board |
| Investor: Current | Leadership | Catch Up; Their Key Recommendations; Market Insights; Offers to Help; My Next Steps | An update with an existing investor |
| Investor: Prospective | Leadership | Introductions; Their fund; Pitch Q&A; Next Steps | A first meeting with a prospective investor |
| Networking | Leadership | Their background; Topics of discussion; Opportunities for future collaboration | Meeting someone new |
| Hiring (Advanced) | Recruiting | Past Projects and Achievements; Their Values; My thoughts; Next Steps | A late-stage interview that goes deeper than Hiring |
Team
| Template | Sections, in order | Meant for |
|---|---|---|
| All Hands Meeting | Business Overview; Strategic Direction; Team Updates; Impact on my role | A company all-hands, seen from your seat |
| Brainstorm | The problem; Themes discussion; Specific ideas; Future directions | Working through a problem together |
| Project Kick-Off | Context; Deliverables; Timelines; Ownership and Accountability; Next Steps | Starting a project |
| Project Sync | Project Status; Current Roadblocks; Upcoming Tasks and Milestones; Team Collaboration and Action Items | A recurring project check-in |
| Sprint Planning | Review of Previous Sprint; Prioritization of Backlog Items; Sprint Goals and Objectives; Task Assignment and Capacity Planning | Planning the next sprint |
VC
| Template | Sections, in order | Meant for |
|---|---|---|
| Catch-up: investor | Personal update; Companies they talked about; Companies I talked about; Other Topics; Promised introductions | Swapping notes with another investor |
| Catch-up: portfolio company | Growth; Challenges; Burn rate; Action items | Checking in with a portfolio company |
| LP: prospective | Investment Strategy and Check Size; What they look for; Timeline; Other funds they are in; Personal information | Meeting a possible LP for your fund |
| VC: Board Meeting | Progress; Plans; Challenges; Requests for support; Next steps | A board seat at a startup you invested in |
| VC: Pitch | Team; Problem; Product; Go-to-market; Traction; Funding; Agreed next steps | A startup pitching you |
Templates and modes
Templates are not tied to a mode. Any of the 29 can be used in any mode, because a mode decides how Natively answers during the call and a template only decides the shape of the notes afterwards. Without a template, the notes use the sections of the mode you were in. Each built-in mode starts with these:
| Mode | Sections it starts with | Plan |
|---|---|---|
| General | What changed; Decisions; Action items; Open questions; Risks / blockers; Notes | Free |
| Team Meet | Progress since last sync; Decisions; Owners and next steps; Blockers; Dependencies; Follow-up needed | Pro |
| Sales | Account context; Pain points; Buying signals; Objections; Budget / timeline / authority; Next steps; Follow-up email | Pro |
| Recruiting | Candidate profile; Role fit; Strengths; Concerns; Compensation / logistics; Next steps; Follow-up draft | Pro |
| Technical Interview | Problem discussed; Approach; Correctness; Complexity; Code quality; Communication; Strengths; Weaknesses; Hiring signal; Follow-up | Pro |
| Looking for work | Opportunity summary; Company / role details; Fit signals; Concerns; Referral / follow-up; Next steps | Pro |
| Lecture | Core concepts; Definitions; Examples; Formulas / steps; Things to memorize; Confusing points; Questions to review; Study summary | Pro |
| Seminar | Question; Answer from your files; Source; If not in your files; Follow-up you might be asked | Pro |
| Call Center | Customer issue; Customer context; Questions asked; Troubleshooting done; Resolution; Escalation needed; Follow-up promised | Pro |
If you want a template every time you use a mode, open the Modes Manager, go to the mode's Notes template and choose Use a template. The template's sections replace the mode's own, and the This mode entry in the same menu puts the original sections back. You can also add, remove and reword a mode's sections by hand there. There is no button to create a brand-new template in the gallery, so editing a mode's sections is how you get a layout of your own.
How to pick a template in the app
- Before or during the meetingIn the notepad, type "/". Under Templates you see the five Popular ones; choose one, or choose All templates… to open the gallery.
- Browse the galleryTemplates are grouped down the left with a search box that matches names, groups and section headings. Selecting one shows its meeting description and sections; Apply template sets it for the running meeting, or the next one if none is running.
- After you press StopThe notes appear under a menu named after whatever wrote them. Open it to rewrite the notes as they are, in a Popular template, in any template from All templates…, or in one of your modes. If you edited the notes by hand, Natively asks before replacing them.
- Later, from the meeting pageRegenerate as lists your modes; picking another one rewrites the notes, and the earlier version stays in its own tab.
- Make it the default for a modeUse a template in the Modes Manager, as described above, so you do not have to pick it each time.
The same meeting, two shapes
Fictional example
- Meeting
- A fictional engineering manager meets Dana, a developer, for thirty minutes. Dana finished the billing export, is stuck waiting on an API key from another team, wants to present at the next demo day, and asks for earlier warning before priorities change.
- General notes
- What changed: billing export shipped. Decisions: Dana presents at demo day. Action items: manager chases the API key by Thursday. Risks / blockers: API key from the platform team. Feedback about late priority changes ends up under Notes.
- 1 to 1 notes
- Top of mind: the API key blocking the next task. Updates and wins: billing export shipped. Challenges and blockers: waiting on the platform team. Mutual feedback: Dana wants earlier warning when priorities move. Next Milestone: manager chases the key by Thursday; Dana drafts the demo outline by next week.
- Difference
- The facts are the same. The 1 to 1 version gives feedback its own heading, so it is not buried at the bottom, and it is the shape you can compare week to week.
Which plan you need
| What you do | Plan |
|---|---|
| Notes in the General mode's sections | Free |
| Typed notes in the notepad, transcript, follow-up email draft | Free |
| Writing or rewriting notes in any of the 29 templates | Pro, or during the free trial |
| Notes in one of the eight other built-in modes, or a mode you created | Pro, or during the free trial |
| Copying a template into a mode, or editing a mode's note sections | Pro, or during the free trial |
| Clearing a template so the notes go back to the mode's sections | Free |
If you pick a template without Pro, Natively says the template needs Pro and marks it in the menu; nothing is lost and you can still clear it. The free trial is 30 minutes, once per device, and starts by itself at your first meeting if no AI is set up. See pricing for Pro.
Templates by role
- Managers: 1 to 1 for every report, with Mutual feedback kept separate. See AI notes for one-on-ones.
- Engineering teams: Stand-Up, Sprint Planning and Project Sync. See AI notes for daily standups.
- Product managers: User interview, Requirements Gathering and Product Demo. See AI meeting notes for product managers.
- Recruiters: Hiring for screens and Hiring (Advanced) for final rounds. See AI note taker for recruiters.
- Founders: Investor: Prospective, Investor: Current, Board Meeting and Customer: Discovery. See AI meeting assistant for founders.
What templates do not do
- They do not change live answers during the call; those follow the mode.
- They do not add facts. A section is only as good as the transcript and your typed notes, and an empty one is dropped.
- They do not send anything anywhere. Notes in a template are saved on your computer like any others; see security and data flow for what the notes model receives.
- They are not editable in the gallery itself, and there is no way to add a 30th template there; your own layouts live in a mode's notes template.
Questions people ask
How many meeting notes templates does Natively have?
29, in seven groups: Popular, Commercial, Leadership, Product, Recruiting, Team and VC. Each one sets the sections of the notes and a short description of the meeting for the model, such as 1 to 1, Stand-Up, Customer: Discovery or Board Meeting.
Are note templates free?
Templates are part of Natively Pro, and the one-time 30-minute free trial unlocks them too. Notes in the General mode are free, as are the transcript, your typed notes and the follow-up email draft.
Can I make my own notes template?
The gallery has no button for a new template. Instead, in the Modes Manager you can copy a template's sections into one of your modes, or add, remove and reword that mode's note sections by hand. Both need Pro or the trial.
Where to go next
Natively runs on macOS and Windows. The download is free; Pro and the Natively API are optional.
Facts on this page were last checked on . Product details come from the Natively app itself; if something here is out of date, tell us at hello@heynatively.com.
