Utilize different note templates

Use different note templates for your different types of meetings to customize the insights Grain AI pulls out of your meeting recordings

Updated over a week ago

Not every meeting is the same, so your note template shouldn't be. Here we describe the five off-the-shelf note templates Grain provides all users.


Note templates

Grain offers five pre-made templates out of the box. A note template is simply a series of AI prompts asked of Grain AI, allowing you to get the insights you need every time.

Let's review the templates!

Basic Meeting

This template will include:

  • A summary of the meeting

  • List of key talking points with time stamps

  • A list of next step action items gathered from the meeting

Sales Discovery

This template will include:

  • A summary of the meeting

  • List of moments where the customer discusses their needs in a solution

  • List of competitors mentioned during the call

  • List of moments where the customer discusses their budget

  • Who are the stakeholders in the customer's organization

  • List of time stamped action items from your meeting

Sales Follow-Up

This template will include:

  • A summary of the meeting

  • Pricing feedback from the customer on the product

  • Timing of the deal

  • Customer concerns

Customer Feedback

This template will include:

  • A summary of the meeting

  • What’s not working well for the customer

  • What’s working well for the customer

  • List of time stamped action items from your meeting

Partner Check-in

This template will include:

  • A summary of the meeting

  • What is the customer’s overall experience so far?

  • What were the core KPIs discussed?

  • Is the account at risk?

  • What recommendations were made to the customer?

  • List of time stamped action items from your meeting


Set your default template

Grain let's you set a default note template for customer meetings, and a separate default template for team meetings. If your meeting is a different meeting type than your default note template, you can change the note template for that meeting on the meeting recording page.

To set your default templates:

  1. Go to your 'My Meetings' settings

  2. Navigate to 'Templates' settings

  3. Click the drop down menu for customer meetings and team meetings and select your desired default template for each meeting type


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