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While Granola’s default summarisation adapts to a range of formats, you might want to choose a specific template (or set up your own!) for a specific type of call: for instance, 1:1s, interviews or sales pitches. Templates are currently only available on our desktop (macOS and Windows) apps. You can apply templates to any notes created on the iOS app once they’ve synced to your desktop app.

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Applying templates

You can select a pre-generated template by clicking ‘✨Auto’ to open the template menu after generating your notes. Selecting a template will regenerate your notes using that template. image.png Our pre-generated templates are a set of tried-and-tested formats for some common meeting types. Those displayed are based on what user type you selected when you first installed Granola (you can change this in your profile settings).

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Creating your own templates

You can create your own template to prompt Granola to take a specific structure for your meetings. To create your own templates, you can either select ‘All Templates…’ from the template menu above, or ‘Manage templates’ from the Settings menu on your homepage: image.png

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Template best practice

We believe a good prompt for a meeting has a few key components:
  • Set the purpose and context: Start by writing a description of what you hope to get out of the meeting, and any other potentially useful background.
    • This is a user interview, I am trying to understand what the user thinks about my product, Granola, an AI note-taking tool for meetings
  • Specify the length and style: for instance..
    • I’d like a lot of detail, and to include quotes, numbers and data wherever mentioned
    • Focus more on what they said, not what I said
  • Outline the structure: Using the template sections, add groupings you expect to be useful.
    • Common elements might be key discussion points, decisions made, or action items.
    • You can then be very specific about what you’d like in each section: Who introduced Granola to the team and how did they share it?
When you’re done:
  • Test your templates: Apply them following the steps at the top of this article, and keep iterating to fit what you need
  • Share templates with team members to better standardize across your organization. By default templates will be private to you, but you can click on ‘private to me’ and choose to share with your organization.
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