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Guides for the website, Android and iOS apps, and Windows, Mac, and Linux capture. Recording, notes, templates, billing, and troubleshooting.

Guides for the website, iOS app, and Windows, Mac, and Linux capture. Recording, notes, templates, billing, and troubleshooting.

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Templates

All templates

Browse every SummitScribe meeting template by category: the fields each one fills, its role views, and the extra documents it can generate.

Template: General

The default when nothing more specific fits: summary, attendees, takeaways, and action items.

Template: Customer Meeting

Sales / account / customer success - pain points, decisions, next steps, follow-ups.

Template: Internal Meeting

Team sync - decisions, blockers, owners, action items.

Template: Daily Standup

Quick team check-in - yesterday, today, blockers.

Template: One-on-One

Private 1:1 - discussion topics, feedback both ways, goal progress.

Template: Vendor Presentation

Reseller / vendor enablement - product, competitive, tech, pricing, demo, objections.

Template: Project Kickoff

Scope, goals, roles, success criteria, risks, stakeholders, communication plan.

Template: Status Update

Recurring project status - accomplishments, blockers, risks, metrics, decisions.

Template: Sprint Planning

Agile sprint planning - goal, selected items, capacity, dependencies, parking lot.

Template: Retrospective

Blameless retro - went well, did not, root causes, experiments, appreciations.

Template: Risk Review

Focused risk review - risk register, new vs closed risks, escalations, next review.

Template: Stakeholder Update

Executive-ready steering committee update.

Template: Project Closeout

Project closeout / lessons learned - outcomes, what worked, knowledge assets.

Template: Lecture / Talk Notes

Class or talk - concepts covered, key takeaways, questions, study topics.

Template: Case Study Analysis

Case study breakdown - background, facts, analysis, recommendations, conclusion.

Template: Socratic Seminar

Literature-based seminar - central questions, interpretations, rebuttals.

Template: Research Notes

Research discussion / literature review - question, methods, findings, limitations.

Template: Tutorial Walkthrough

Step-by-step tutorial - objectives, steps, commands, troubleshooting, best practices.

Template: Lab Report

Lab session - objective, materials, procedure, observations, results, sources of error.

Template: Brainstorming

Idea generation - problem, ideas, themes, prioritized ideas, next actions.

Template: Pass-the-Test / Exam Prep

Exam-focused study notes - must-know facts, flashcards, practice test, study plan.

Template: Cornell Notes

Classic Cornell layout - cues, notes, summary, key terms, study questions.

Template: Mind Map Notes

Hierarchical mind-map - central topic, branches, key insights.

Template: Client Intake

Legal client intake - facts, parties, goals, timeline, deadlines, fees.

Template: Case Strategy

Litigation strategy - case theory, strengths/weaknesses, evidence, discovery, motions.

Template: Mediation & Settlement

Mediation / settlement - positions, offers, sticking points, terms, outcome.

Template: Deposition Summary

Deposition / witness interview - testimony, admissions, inconsistencies, exhibits.

Template: Hearing Appearance

Court hearing - appearances, motions, arguments, ruling, orders, next dates.

Template: Contract Negotiation

Contract / commercial negotiation - open issues, concessions, sticking points.

Template: Family Meeting

Household meeting - topics, decisions, chores, celebrations, concerns, next meeting.

Template: Medical Appointment

Doctor visit - reason, findings, medications, tests, instructions, warning signs.

Template: Parent–Teacher Conference

School conference - strengths, growth areas, goals, support strategies, follow-up.

Template: Finance & Budget

Personal finance - income, expenses, savings, debt, goals, accounts.

Template: Travel Planning

Trip planning - destinations, dates, budget, transportation, lodging, bookings.

Template: Personal Goals

Goal-setting / life planning - time horizon, goals, obstacles, milestones, accountability.

Template: Home Project

Home repair / improvement - scope, materials, quotes, timeline, decisions.

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