Mili allows you to create custom meeting templates so your meetings follow a consistent structure and your notes are automatically organized.

Custom templates help ensure every meeting captures the right information while allowing each firm to tailor templates to their own workflows.

How to Create a Custom Meeting Template

To create a new meeting template in Mili:

1. Click on Settings in the left-hand sidebar.

2. Select Meeting Templates.

3. Click the New button.

4. Enter the meeting title for your template.

5. Once the template is created, fill in the template details.

You can customize the template by adding or modifying sections that define how the meeting should be structured.

Customizing Meeting Sections

Meeting templates contain sections and sub-sections that help structure your meeting notes.

These sections help:

• Organize discussions during meetings

• Generate clearer and more structured notes

• Ensure important topics are consistently captured

You can add, remove, or edit sections and sub-sections depending on the needs of your team.

Adding a Meeting Agenda

Within the template, you can also add a meeting agenda.

The agenda helps you prepare for upcoming meetings and ensures the conversation stays structured and productive.

When using Mili Office, the agenda also helps guide meeting preparation and improves the quality of notes generated during the meeting.

Adding Special Instructions

Templates also allow you to include special instructions that guide how Mili generates:

• Meeting notes

• Meeting summaries

• Follow-up action items

These instructions allow firms to customize how Mili structures and presents meeting outputs based on their internal documentation standards.

FAQs

Q: Can I create multiple meeting templates?

A: Yes, you can create multiple meeting templates to support different types of meetings. For example, firms often create separate templates for client review meetings, discovery meetings, internal team meetings, or investment discussions. Each template can have its own sections, agenda, and instructions.

Q: Can I edit a meeting template after creating it?

A: Yes, meeting templates can be edited at any time.

To update a template:

1. Go to Settings.

2. Click Meeting Templates.

3. Select the template you want to edit.

4. Modify the sections, agenda, or instructions.

5. Save the changes.

The updated template will apply to future meetings that use the template.

Q: Do template changes affect past meetings?

A: No. Changes made to a template only apply to meetings created after the template is updated. Past meetings will remain unchanged.

Q: Can I customize the meeting agenda within a template?

A: Yes, each meeting template allows you to define a custom agenda.

The agenda helps you prepare for meetings and ensures that key discussion topics are covered. When using Mili Office, the agenda also helps guide meeting preparation and discussion flow.

Q: What are the sections in a meeting template used for?

A: Sections and sub-sections define the structure of the meeting notes that Mili generates. These sections help organize the meeting discussion and ensure the notes are clear, structured, and easy to review later.

You can add, remove, or modify sections based on your firm's workflow.

Q: Can I add instructions for how Mili should generate notes or summaries?

A: Yes, templates allow you to add special instructions that guide how Mili generates meeting notes, summaries, and follow-up items.

These instructions help align the generated content with your firm’s preferred communication style and documentation standards.