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Meeting Notes

Learn how to set up your meeting notes template in just a few clicks!

Tasos Efkarpidis avatar
Written by Tasos Efkarpidis
Updated over a week ago

Benefits

With the Meeting Notes template, you can capture the big decisions while keeping everyone's mind on the topics at hand. Geekbot’s intuitive, conversational flow uses targeted questions to log objectives, action items, and ongoing concerns, turning your meeting notes into an invaluable resource.

How to add this template

It's a simple 3-step process:

1. Select the Meeting Notes from the templates page

2. Include your teammates from the Participants block

3. Select a broadcast channel to post reports

Auto-save drafts

As you configure your standup, Geekbot periodically saves your changes. You'll see an indicator displaying the most recent save timestamp, so you'll know exactly when your changes were secured.

This way, you can take your time perfecting the standup without worrying about losing any adjustments and avoiding sending notifications to your team.

🙏 Publish

When everything looks good, simply publish your standup. This action will alert your team to the new standup and let them know the timing of their first prompt.


Best practices

  1. If you have a meeting notes standup per department, assign a channel per department.

  2. Or you can set up one meeting notes template for meetings across your organization.

  3. Assign a single person to take notes per meeting, helping avoid an information overlap.

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