Report templates organize meeting reports into structured formats designed for different types of conversations and workflows, helping users move beyond generic summaries to more tailored, actionable outputs. Instead of relying on the same recap format for every meeting, you can use a template to highlight the information most relevant to you, such as key updates, customer needs, decisions, and next steps.
Templates give you flexibility over how meeting information is organized, viewed, and shared. You can apply a template to your personal view without changing what others see, set a template as the shared view for everyone with access, create custom templates for your team’s workflows, and automatically push structured meeting insights to connected CRM systems.
Pre-built report templates
Read AI offers pre-built report templates for common meeting types and workflows. These include sales qualification frameworks such as SPICED, BANT, and MEDDPICC, as well as templates for discovery calls and one-on-ones. Additional templates will continue to be released.
Select the template that best matches the meeting’s purpose to structure the report around the most relevant insights, decisions, and next steps for your meeting type.
Custom templates
Custom report templates let you define how information is organized in your meeting reports. You can create sections tailored to your organization’s processes, preferred frameworks, or CRM workflows, helping your team produce more consistent reports while reducing manual editing.
You can create a custom template from scratch or use one of Read AI’s pre-built templates as a starting point.