AI Meeting Summary Template

Use Creately’s AI meeting summary template to transform meeting transcripts or agendas into a structured visual summary. The AI meeting summarizer auto- extracts action items, categorizes decisions, and links notes with diagrams for faster follow-up.

  • Generate accurate meeting summaries with AI

  • Visualize summaries in Creately’s collaborative workspace

  • Edit and customize in seconds

Start Free & Edit with AI

Finish in Minutes, Not Hours

Eliminate manual note-taking and draft detailed meeting summaries in a fraction of the time.

  • Teams can focus on decisions instead of formatting.

  • All artifacts are stored in a centralized workspace, shareable via live links or exports to PDF, PNG, or Excel.

  • Connect all teams across the board with real-time collaboration and version control.

When to Use the AI Meeting Summary Template

Ideal for every meeting type, the AI meeting summary template ensures consistent documentation and clear action items.

  • Project kickoffs: capture objectives and decisions

  • Team check-ins: document progress and blockers

  • Client meetings: record deliverables and action items

  • Remote workshops: summarize discussions and next steps

  • Board meetings: outline motions, votes, and outcomes

How to Create the AI Meeting Summary Template in Creately

Follow these steps to generate and customize your AI meeting summary template in Creately:

Step 1: Click the Create with AI Button on this page

This will open the text box where you can give instructions for the AI to generate.

Step 2: Enter your Prompt

Add your agenda, transcript, or key points into the text box and click ‘Generate’. The AI meeting summarizer will produce a structured summary diagram.

Step 3: Edit the Diagram

Add shapes, change colors, and adjust layouts. Use AI features to group similar items and refine categories. Add notes and detailed comments to each diagram node.

Step 4: Invite Team to Collaborate

Share a secure live link; gather comments, votes, and feedback.

Step 5: Export and Share

Export your AI meeting summary to PDF, PNG, Excel, or more. Use the slides feature to create a presentation with the diagram.

Each step leverages Creately’s AI meeting summarizer to streamline visual documentation, action item assignment, and team collaboration.

Best Practices for Using the Template

Follow these best practices when using this template:

Do's

  • Clarify meeting objectives before generation.

  • Tag action items with owners and due dates.

  • Use separate sections for agenda, discussion, and actions.

Don'ts

  • Don't overload the canvas with too much text.

  • Don't skip reviewing AI suggestions for accuracy.

Data Needed for the Template

Gather these documents to feed the AI meeting summarizer effectively:

  • Agenda or meeting outline document

  • Call or video transcript text file

  • Project charters or requirement documents

  • Previous meeting notes

  • Relevant SOPs or guidelines

Meeting Summary Real-World Examples

See how the AI meeting summary template streamlines diverse workflows:

Software Development Sprint Planning

Summarize backlog discussions, assign tasks visually, and track owners and due dates with clear diagram nodes for Agile teams.

Marketing Campaign Briefing

Capture campaign goals, timelines, and responsibilities in one visual summary, integrating diagrams with annotated notes for stakeholder alignment.

HR Recruitment Panel

Document candidate feedback, next steps, and interview highlights in a structured visual format, linking decision points to responsible team members.

Executive Board Meeting

Outline decisions, votes, and financial projections clearly in a visual canvas, enabling executives to share and export actionable summaries rapidly.

Generate & Edit Your AI Meeting Summary

Generate with AI and customize your template in seconds. Share live summaries and export to PDF or PNG. Use the meeting minutes AI template for remote team collaboration and visual project management with real-time editing.

Meeting Agenda Canvas

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Frequently Asked Questions about AI Meeting Summaries

Can I edit the AI-generated meeting summary template?
Yes. After generation, the diagram will open in the Creately workspace where you can update shapes, text, and layouts.
What meeting details can the AI meeting summarizer include?
The tool extracts objectives, discussion points, decisions, action items, owners, due dates, and tags. It links notes to diagrams for clear meeting summary AI visualization.
How does the AI meeting summarizer handle action items?
It auto-detects tasks in the transcript, categorizes them, assigns placeholder owners, and lets you update ownership and due dates. Action items sync with your workspace.

Start Streamlining Your Meeting Summaries Today

Unlock fast documentation and team alignment with Creately’s AI meeting summary template. Tap into AI-powered visual intelligence and streamline your meeting workflows today.