Templates
Free Meeting Templates You Can Copy
Six plain-text templates for the documents that surround a meeting. Open one, copy it into your notes app, email or document, and fill it in. No sign-up, no download.
Which template do you need?
| Template | Use it when | Best for |
|---|---|---|
| Meeting Minutes Template | You need a formal record of a meeting for attendees or a client | Project teams, clients, regular status meetings |
| Client Meeting Notes Template | You are in or just finished a call with a client or prospect | Freelancers, consultants, agencies, sales |
| Meeting Agenda Template | You are preparing a meeting and want it to end with decisions | Any meeting with more than two people |
| Meeting Follow-Up Template | You want to confirm what was agreed and who does what next | Client calls, sales calls, stakeholder meetings |
| Project Requirements Template | A discovery or kickoff meeting has produced requirements to write down | Agencies, project managers, consultants |
| Action Items Template | A meeting produced tasks that people must complete | Project managers, small businesses, team leads |
Using templates well
A template is a prompt, not a form to complete mechanically. Delete sections you do not need, keep decisions and owners, and write the date next to every commitment. If a template does not change what someone does after the meeting, shorten it.
If you use MeetMemo, the same structure is what its summaries and minutes follow. Understanding the template first makes the AI draft easier to review.
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