If you have recurring meetings that always follow the same structure, you can build reusable meeting templates for these types of meetings. This way you won’t have to create your agendas from scratch every time.
Building a template
Step 1. Go to the Agendas page and click + New template
Step 2. Add a title and agenda items.
Step 3. Click Create. The template will appear in your templates list.
Note: If you are an admin of a Colibri team account, all your templates will be shared with your team members.
Editing a template
Step 1. Go to the Agendas page and open the template you want to edit.
Step 2. Click Edit and make the changes you want.
Step 3. Click Save changes.
Using a template to create a custom agenda
Step 1. Go to the Agendas page and open the template you want to use.
Step 2. Click Use this template. All agenda items from the template will be copied to a new agenda.
Step 3. Add meeting title, meeting date and edit the agenda items if needed.
Step 4. Click Create. The new agenda will appear in the My agendas list.
Deleting a template
Step 1. Go to the Agendas page.
Step 2. Click on the three-dots menu next to the template you want to delete.
Step 3. Click Delete.
Using a template during the meeting
Step 1. Open the Colibri app during the meeting.
Step 2. Start transcription.
Step 3. Go to the Agenda tab and choose a template.
Step 4. Check off agenda items as you go. The template will appear next to the meeting transcript after the meeting.
Reviewing agenda after the meeting
Step 1. Go to your Colibri workspace and choose a conversation you want to review.
Step 2. The agenda will be displayed next to the transcript. You can click on the timestamps next to the completed agenda items to quickly jump to the part of the meeting where a particular topic was discussed.
Have more questions? Contact us at firstname.lastname@example.org.