Meeting Templates provide a centralized way to define the outputs Bliro should generate for different types of meetings. Instead of managing summary templates and analysis templates separately, all meeting-related artifacts are configured within a single template.
What are Meeting Templates?
Meeting Templates are a centralized way to control Bliro’s Views for different meeting types. Each template defines:
When the template should be applied
What summaries/analyses and insights Bliro should generate
This allows you to standardize documentation across teams while still tailoring insights to specific use cases like sales calls, customer success meetings, or internal syncs.
How Meeting Templates Work
1. Create a Meeting Template
To get started, navigate to Templates in the Bliro app and click Create new template.
Give your template a name and description
Configure two main sections:
WHEN – defines which meetings the template applies to
ANALYSES – defines what Bliro should generate
2. Define When the Template Applies
The WHEN section uses rules to decide which template is applied to which meeting.
New Meeting Templates
To create a rule:
Click Add rule
Rules can be based on attributes such as:
Participant email
Call title
Call owner
Is external Meeting
Example:
If a participant’s email contains @bliro.io , the template will automatically apply to all meetings with internal participants.
If you choose "Is an external meeting" as a rule then all the calls that contain domains that do not belong to your organization get into this group. Your admin can select domains that belong to your organization in the account settings. More information for admins can be found here.
3. Choose Your Analyses
In the ANALYSES section, you define what insights Bliro should generate whenever the template is applied. All selected analyses run together automatically.
You can choose between Custom Analyses and Predefined Analyses.
Custom Analyses
Custom analyses let you fully control the structure and focus of a View.
Available custom analysis types include:
Summary
Full text
Bullet points
Checkbox
Number / whole number
Labeled bullet points
Labeled full text
Score with explanation
Playbook monitoring
Checklist
Pick list
To customize a section:Select an analysis type (e.g. Summary)
Click Select this analysis
Configure the section content and structure
A live preview is always visible on the right side, so you can see exactly how the output Tile will look.
Predefined Analyses
Predefined analyses are ready-to-use analyses that can’t be edited but can be added instantly. Available options include:
AI Sales Coach
Customer Feedback
Customer Objections & Sales Handling
Customer Pain Points
Customer Persona Type (DISC)
Customer Questions & Sales Answers
Decision Maker Involved
Discovery Questions & Answers
Follow-Up Email
Next Step Set
Objection Handling Preparedness
Qualification
Value Proposition Clarity
After the Meeting
Once a meeting is processed:
All configured Analyses that apply to the particular meeting are generated and appear together in the Meeting View
You can add additional Analyses later by clicking the plus (+) icon, even after the meeting has ended
Example Use Cases
Meeting Templates are particularly useful for:
Sales teams with various meeting types (cold calls, discovery calls, demos, or onboarding meetings)
Customer success teams tracking onboarding milestones or adherence to playbooks
Organizations defining consistent documentation standards for internal or external meetings
Each meeting type can have a dedicated template with tailored insights.
Setting a default analysis template
Every organisation has Bliro's General Sales analysis template in its template library. If your organisation had no default template set, General Sales is applied to new meetings. If a default template was already set, that default stays in place and General Sales is simply available for you to use.
Conversations you save as a meeting through Vicky or Tim are analysed with your organisation's default template, just like any other meeting.
Here you can watch the information of the article as a Video:
We Want Your Feedback!
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