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templates is an optional specialist view that fills a fixed set of named sections from the transcript as the meeting goes. pick a template for the kind of meeting you are in - a sales qualification, an interview, a stand-up - and miniti keeps its sections up to date using only what was actually said. available on macos, ios, and linux.

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choosing a template

open more in the insight picker and pick a template from the list. sales sits in the same list, since it is a template with its own name; playbook is below it. the more label shows the active template’s short name while it is selected, and from v2.12.0 it keeps that name after you switch to summary or coaching, so one click brings the template back. picking a template mid-meeting fills it straight away instead of waiting for the next update. before the first fill the view shows the same listening state as sales.

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built-in templates

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your own templates

from v2.12.0 the quickest way is to describe it: settings → templates → new template, type one line such as “weekly 1:1 with a direct report: wins, blockers, feedback, growth, actions”, press draft it, and miniti writes the name, summary and up to 8 sections with their guidance. edit anything, then save. on the miniti plan the draft goes through miniti’s servers; with your own keys it goes to your openai account. from v2.9.0 you can add templates of your own in settings → templates on macos and ios.
  • a template is a name, a one-line summary, and up to 8 sections. each section has a title and one line telling the ai what belongs in it. there is no free-form prompt, so the notes always come back in the same shape
  • duplicate any built-in template to start from it, then edit the copy
  • preview runs the template against one of your past meetings and shows the filled sections without saving anything to that meeting
  • your templates appear under the built-ins in the templates submenu, on live and saved meetings
  • a meeting keeps a copy of the template it used, so editing or deleting a template never changes history, exports, or webhooks for meetings that already used it
  • export writes one template as a json file; import reads one back on another device. templates are stored on the device and do not sync
limits: 24 templates, 60-character names and section titles, 300-character guidance per section.

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how sections are filled

  • each section holds a few short points, attributed to the person who said them where the transcript makes that clear
  • a section stays empty until the transcript contains explicit evidence for it. miniti does not infer missing facts
  • wording stays stable between updates. a point changes only when new transcript evidence supports it, and is removed only when it was contradicted or resolved
  • managed mode uses the same pinned models as the other ai insight views. byok sends the same prompt to your own openai key

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live vs saved

  • live - the template fills as the transcript grows and refreshes with the update action
  • stopped - the template completes when the meeting ends and is saved with the meeting
  • saved - open templates on a meeting in history to fill or refresh it from the saved transcript. you can switch a saved meeting to a different template
if you trim a saved transcript, miniti clears generated insights for that meeting, including template sections. regenerate the template from the edited transcript.

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exports and webhooks

filled sections travel with the meeting:
  • markdown export - a heading with the template name, then one bold line per filled section, in template order. see markdown export
  • ios share sheet - included when you share insights or the full meeting
  • crm sends (macos) - filled sections are added to the attio or twenty note after meddpicc, as title: value lines under the template name
  • webhooks - a template block on meeting.saved and meeting.updated:
sections lists only filled sections, in template order. the whole template block is omitted when nothing was filled. see webhooks.

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see also