Meeting templates
Free templates you can copy into any doc. Every one pairs with RecordX so the recording fills it in automatically.
Meeting notes
Agenda, discussion, decisions, action items.
Daily standup
Yesterday, today, blockers - per person.
1:1
Manager and report. Progress, feedback, career.
Sales discovery
BANT and MEDDIC-lite in one call frame.
User interview
Warm-up, behavior, jobs, pain, quotes.
Who uses templates
Managers running 1:1s
One block per week per report. Wins, blockers, growth, feedback - same shape every time, filled from the recording.
Engineering teams
Daily standup template keeps the three questions clean: yesterday, today, blockers. One row per person.
Account executives
Sales discovery template: BANT, MEDDIC-lite, next steps. Call ends, template ready to drop into the CRM.
Product and research
User interview template: warm-up, behavior, jobs, pain, quotes. The exact structure a researcher needs after a session.
Project managers
Meeting notes template with attendees, decisions, and actions. One doc per meeting, consistent across the team.
Consultants and client leads
Workshop and client-sync notes in the same shape every time. Deliver a filled template the same hour.
FAQ
Are the templates free?
Yes. Every template is free to copy into any doc - Notion, Google Docs, Confluence, or plain Markdown. No signup required.
Can RecordX fill a template from the recording?
Yes. Pair any template with a RecordX meeting and the summary fills the sections automatically: attendees, decisions, action items, next steps - all pulled from the actual conversation.
Can I edit a template or make my own?
Yes. Copy any template as a starting point and adjust it in your doc tool. Custom templates per workspace are on the roadmap.
Which tools do the templates work with?
Any doc tool that accepts pasted text: Notion, Google Docs, Confluence, Coda, Obsidian, Linear, Microsoft Word, and plain Markdown files.
Do I need to use RecordX to use the templates?
No. The templates work on their own as a starting point for taking notes. Pairing them with RecordX just removes the typing step.