Templates
Meeting notes templates
Trippi Notes team · facts checked on 2026-10-01
Nine templates for the meetings people take notes in most. Each one is a single page you can copy as Markdown or plain text, with a filled example and a five-minute way to fill it in.
Pick a template
Meeting minutes →
One page, five parts: who was there, decisions, action items, open questions, next meeting.
1:1 meeting notes →
Agenda, last time’s agreements, feedback both ways, growth, concerns, new agreements.
Daily standup →
Per person: done, next, blocked. Blockers get a name. Fits on one screen.
Sales call notes →
Pain, objections, budget, who decides, timeline, competitors, next step with a date.
Client meeting notes →
What the client wants, what changed, and our promises in their own block.
User interview notes →
How they work today, problems in their words, workarounds, reactions. Said apart from suggested.
Board meeting minutes →
Quorum, motions, who moved them, vote counts, actions. Not legal advice.
Sprint retrospective notes →
Last retro’s actions first, then went well, went badly, what to change, with owners.
Kickoff meeting notes →
Goal, scope, roles, milestones and risks, written down on day one.
Which ones Trippi Notes can fill for you
Trippi Notes builds a summary from the meeting transcript, and five of these templates are summary templates in the product. For the other four you paste a short request, given on each page, and the summary follows it.
| Template | What it holds | In Trippi Notes |
|---|---|---|
| Meeting minutes | One page, five parts: who was there, decisions, action items, open questions, next meeting. | Your own request |
| 1:1 | Agenda, last time’s agreements, feedback both ways, growth, concerns, new agreements. | One-on-one template |
| Daily standup | Per person: done, next, blocked. Blockers get a name. Fits on one screen. | Daily stand-up template |
| Sales call | Pain, objections, budget, who decides, timeline, competitors, next step with a date. | Sales call template |
| Client meeting | What the client wants, what changed, and our promises in their own block. | Your own request |
| User interview | How they work today, problems in their words, workarounds, reactions. Said apart from suggested. | Customer interview template |
| Board meeting | Quorum, motions, who moved them, vote counts, actions. Not legal advice. | Your own request |
| Retrospective | Last retro’s actions first, then went well, went badly, what to change, with owners. | Retrospective template |
| Kickoff | Goal, scope, roles, milestones and risks, written down on day one. | Your own request |
Notes also has a Job interview template for hiring calls. Summary templates other than the general one, and your own request, are part of the paid plans.
How to use them
- Copy, do not download. Each page has a Markdown version and a plain-text version for Word or Google Docs. Paste it and it is yours.
- Delete what you do not need. An empty section is fine in a template and wrong in sent notes.
- Owner and date on every task. This one rule is shared by all nine templates, and it matters more than the layout.
- Send the same day. Notes sent two days later are read as an opinion. See follow-up emails you can copy.
Or skip the typing
Trippi Notes listens to the meeting tab in Chrome — Google Meet, Zoom in the browser or Microsoft Teams in the browser — after one click on its icon. It writes the transcript with names and times, then builds the summary in the template you pick: overview, decisions, tasks with owners and open questions. You can export it as Markdown or plain text and paste it into any of the templates here.
Nothing joins the call, so nobody sees a bot in the list of people. Tell them you are taking notes anyway — how to ask.
FAQ
Asked about this.
Can I change the templates and share them?+
Yes. Copy them, cut what you do not need, and share them with your team. You do not need an account to use them.
Can I get them as Word files?+
There is no file to download. Copy the plain-text version and paste it into Word or Google Docs.
Which template should I use for a general team meeting?+
The meeting minutes template. It works for most meetings that end with decisions and tasks.
Does Trippi Notes have all nine as built-in templates?+
No. It has five of them: one-on-one, daily stand-up, sales call, customer interview and retrospective. For the other four you paste the request from the template page.
Read next
Let the notes fill themselves.
Trippi Notes is in the Chrome Web Store. One click on the icon when the call begins, and nothing before that.