> ## Documentation Index
> Fetch the complete documentation index at: https://miniti.app/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# templates

> fill a structured note template live from the conversation

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.

## choosing a template

open **more** in the insight picker and choose **templates**, then pick one of the built-in templates. the **more** label shows the active template's short name while it is selected.

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.

## built-in templates

| template            | sections                                                                       |
| ------------------- | ------------------------------------------------------------------------------ |
| bant qualification  | budget, authority, need, timeline, next steps                                  |
| spin discovery      | situation, problem, implication, need-payoff, next steps                       |
| interview scorecard | strengths, concerns, examples, open questions, candidate questions, next steps |
| customer check-in   | health, wins, risks, requests, commitments, next steps                         |
| stand-up            | done, next, blockers, decisions, follow-ups                                    |
| 1:1                 | updates, wins, challenges, feedback, growth, actions                           |

## your own templates

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.

## 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

## 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

<Note>
  if you trim a saved transcript, miniti clears generated insights for that meeting, including template sections. regenerate the template from the edited transcript.
</Note>

## 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](/docs/features/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`:

```json theme={null}
"template": {
  "id": "bant",
  "name": "BANT qualification",
  "sections": [
    { "key": "budget", "title": "budget", "value": "no budget approved yet\nfinance review in q4" },
    { "key": "authority", "title": "authority", "value": "jane (vp ops) signs; cto must approve security" }
  ]
}
```

`sections` lists only filled sections, in template order. the whole `template` block is omitted when nothing was filled. see [webhooks](/docs/integrations/webhooks).

## see also

* [ai insights](/docs/features/ai-insights)
* [meddpicc playbook](/docs/features/meddpicc-playbook) - the sales specialist view, for meddpicc rather than bant or spin
* [meeting history](/docs/features/meeting-history)