Meeting templates

A meeting template tells Continuum which sections to write in a meeting summary, and what goes in each. Use one for meetings you hold often, such as portfolio reviews or discovery calls, so every summary of that kind has the same shape. Meeting templates live under Templates > Meetings. Pages have their own templates under Templates > Pages, covered in Page templates.

Meeting templates and Page templates

	Meeting templates	Page templates
What it shapes	The summary of a meeting	A client Page
Where to find it	Templates > Meetings	Templates > Pages
Where to read more	This article	Page templates

Auto format or a meeting template

Without a template, Auto format organizes the summary into sections based on what was discussed. It needs no setup and suits one-off conversations. With a meeting template, Continuum writes the sections you defined, in your order, following each section’s instructions. Use one when you want every meeting of a kind to read the same way.

Built-in meeting templates

Every organization starts with seven meeting templates, shown with Continuum as the author:

Client Review
Prospect Discovery Meeting
Internal Meeting
Portfolio Review
Retirement Planning Meeting
Estate Planning
Business Sale or Liquidity Event

Anyone can use, edit, or duplicate them.

Apply a meeting template to a meeting

Open the meeting's summary

Open the meeting and go to the Summary tab.

Click Auto format

The button shows Auto format, or the name of the template already applied.

Choose a template

Continuum rewrites the summary in that template’s sections. The transcript and your notes do not change.

You can apply a template to a meeting that already has a summary, and switch templates as often as you like. To go back, choose Auto format. Create new template at the bottom of the list starts a new one.

Create a meeting template

Click New template

In the sidebar, open Templates, choose Meetings, and click New template.

Describe the meeting, or attach an example

Describe the kind of meeting, or click Attach document to add an example of a summary you like. Click Generate. Continuum opens the editor and drafts the template from what you gave it.

Edit the template

Name it, and fill in Context: what the meeting is for and what the summary should focus on. Then adjust its sections.

Click Save

The template is ready to apply.

Sections

Each section has a Section title and a description of what to capture in it. Click Add a section to add one, drag sections to reorder them, and remove any you do not need. Specific instructions give sharper summaries. For example, a retirement planning check-in might use:

Section	What to capture
Retirement timeline	Any change to the planned retirement date, and why
Income and spending	The current savings rate and any spending concerns
Portfolio	Returns, risk level, and any rebalancing discussed
CPP and OAS	When the client plans to start each benefit, and the estimates discussed
RRSP to RRIF	Timing of the conversion and the withdrawal plan
Health and long-term care	Coverage beyond the provincial plan, and long-term care options
Next steps	Every follow-up, with who owns it and when it is due

Four to eight sections is usually enough. Put next steps last so they are easy to find, and name sections in words a client would understand if you share the summary.

Edit with AI

The panel on the right of the editor takes instructions such as “Add a section for insurance” or “Make the instructions shorter”. Continuum changes the template for you.

Preview

Open the Preview tab and click Generate preview to see a sample summary in the template’s structure. Click Refresh after you change it. Use Sharing options in the editor:

Everyone at your organization: everyone can find and apply it. New templates start this way.
Private to you: only you see it.

A template a colleague created opens read-only, with a banner that names its author. Click Duplicate to make your own copy to edit.

Change or delete a meeting template

Edit a template from its card on the Meeting templates page.
Duplicate makes a copy you can change.
Delete, then Yes, delete, removes it for good. You can delete your own templates, the built-in ones, and templates whose author has left your organization.

Editing a template does not change summaries already written with it. The next time a summary is written with the template, it uses your changes. Meetings that used a deleted template keep their summaries.

Troubleshooting

A section comes out empty or off-topic

Make the section’s instructions more specific, or remove the section if meetings rarely cover it.

The template does not fit the conversation

A template works when the meeting covers its topics. Apply a closer template, or choose Auto format.

Change one summary without changing the template

Edit the summary directly on the meeting. The template sets the structure, and you can still change the result.

Limitations

A template cannot be set as the default for a kind of meeting. Apply it on each meeting.
Sharing is all-or-nothing: private to you, or everyone in your organization.
Only the creator can change who a template is shared with. Sharing options still appears on the built-in templates, but a change to it is not saved.
A template can be applied only once the meeting has a transcript. Wait for the transcript, then apply the template.
The mobile app does not offer templates. Apply them in the desktop or web app.

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