Custom templates help MinutesGenerator match the format you use for meeting minutes. You create one by uploading examples of your finished minutes.
Open Templates.
Click Upload template.
In New template, drag in or browse to one to ten examples of finished minutes. PDF, Word (DOC or DOCX) and text files up to 20 MB each are supported.
Use clean, approved examples when possible. Avoid drafts with unusual formatting, comments, or unrelated attachments.
Click Create template.
MinutesGenerator opens the new template while it's being created. This usually takes a few minutes, and you can leave the page and come back.
When the template is ready, it becomes your active template, so your next minutes use it.
Create new minutes from the dashboard and review the output against your expected format.
If the first generated minutes need too much cleanup, upload better examples or create a more specific template for that meeting type.
Review the new template
MinutesGenerator also designs the template's header, footer and page setup from your examples, and fills in attendee names it finds in them. Review the Template, Attendees, Drafting rules and Layout tabs before you rely on it. See Edit a template: document, attendees, drafting rules, and layout and Add headers, footers, logos, and page setup to your minutes.
If the template can't be created, it's marked "Could not create this template" in your list. Open it to see why, click Dismiss, and upload your examples again.
Templates in an organization
If you use MinutesGenerator in an organization, templates you upload there are private to you. Teammates don't see them, and your active template applies only to your minutes. Templates your organization shares with every member appear in a Shared with section named after your organization.