Every meeting is unique. Even participants in the same meeting might be interested in different takeaways and insights. To create personalized and well-crafted AI notes that meet your specific needs, you can make use of bliro's AI Note Templates.
You can use AI Note Templates to automatically extract action items, summarize the mood of the meeting, assess its efficiency and relevance, and much more. You can really get creative!
This article provides a step-by-step guide on setting up your AI note templates.
To create a template just open the settings on your bliro plattform by clicking on your name in the upper right corner.
Create custom templates
You will find a Template Tab on the left. Click "+ Create New Template".
You will enter a screen to create and edit your templates.
Give the template a title and select up to three categories. The AI Summary will be created based on these categories.
You can choose from the following categories:
Executive Summary - A high-level summary of the gist of the meeting in a few sentences.
Custom Topics - Define a list of topics. Bliro summarises according to these topics. E.g. if you use bliro for your sales qualification calls, you could put: "Customer Pain Points", "Current Tools and Processes of the Customer", "Budget", "Amount of potential users" and "Next Steps" as custom topics. You can get really creative and e.g. write specific questions or prompts into these custom topics.
Chronological Summary - Bliro identifies chronological chapters and summarises the conversation accordingly.
Mood - Bliro summarises the general mood of the conversation in a few sentences.
AI Topics - Bliro identifies the most important topics throughout the conversation and summarises the meeting accordingly.
Action Items - Bliro extracts the tasks and documents them including the responsible person and the deadline.
FAQ - Bliro identifies question and answer pairs from your conversation.
The preview on the right visualizes how your AI Notes will look with the selected categories.
Everything you do is saved automatically. The template is now active, and you can use it in your calls and meetings.
Template Marketplace
In Bliro's Template Marketplace, you can find a few predefined templates for different meeting types. Add them to your account and start testing.
You can find the following templates in the marketplace:
🏢 Best Practice Meeting Notes: This is what Meeting Notes should look like. Extract the decisions, problems, questions, and next steps from your meetings.
✏️ Short Notes with Action Items: A short executive summary and action items.
🔎 Detailed Notes with Action Items: A detailed, chronological summary and action items.
☀️ Daily Stand-Up: Extract achievements, blockers, and tasks from your Daily Stand-Up Meetings.
🎙️ Customer Call: This template is for sellers and other customer-facing professionals. Extract the customer's business goals, problems, and questions. Summarise the next steps. This template also serves as a good starting point for your own custom templates for customer calls.
🍏 Quarterly Business Review: For Customer Success Managers and similar roles. Extract Customer Objectives, Challenges, Feedback, and Expansion Opportunities from your regular Check-Ins with customers.
🧑 Recruiting Interview: Detailed notes for a recruiting interview concerning the applicant's skills and background.
😊 1 on 1 Meeting: Business and Personal Notes for a 1 on 1 meeting between colleagues.
❓User Feedback Session: For Product Managers and UX Researchers. Extract User Pain Points, Feature Requests, and more from a meeting with users of your product.
🔍 Start-Up Qualification Call: Template for VC Investors and their first meeting with a Start-Up.
📃 Insurance Consulting: For insurance brokers who need to document their customer meetings. Extract the customer's needs, which insurance products were discussed and decisions taken.
The next article will walk you through how to test and use your AI Note templates for your meetings.