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Documentation Index

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Templates control how Runa structures the notes it generates from your meetings. Instead of producing a generic summary, Runa uses your template to populate specific sections — action items, decisions, customer feedback, follow-ups — in whatever format your team needs. You can use one of Runa’s built-in templates or build your own from scratch.

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Built-in templates

Runa includes several ready-to-use templates for common meeting types. You can apply any of these to a meeting without any setup.
Captures structured input from customer calls and user interviews.Typical sections:
  • Summary of feedback themes
  • Specific feature requests or pain points
  • Customer sentiment
  • Follow-up actions

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Create a custom template

If none of the built-in templates fit your workflow, you can create your own. Custom templates let you define exactly which sections appear and what each one captures.
1

Open Templates in settings

In the Runa app, go to Settings and select Templates. You’ll see your existing templates and a button to create a new one.
2

Name your template

Give the template a clear name that reflects the meeting type — for example, “Sales Discovery Call” or “Board Meeting.”
3

Define your sections

Add the sections you want Runa to populate. For each section, write a short description of what it should capture. For example: “List all commitments made by Runa’s team, with the owner and due date.”
4

Save and apply

Save the template. It will now appear in the template selector when you review a meeting. Select it to regenerate notes using your new format.

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Apply a template to a meeting

When viewing a completed meeting, open the Notes tab and click the template selector. Choose the template you want to use and Runa will regenerate the notes in that format. You can switch templates at any time — the original transcript is always preserved.
Build templates around the questions you actually ask after every meeting. If you always want to know “what did we commit to?” and “what’s the customer’s biggest concern?”, make those explicit sections. The more specific your template, the more consistent and actionable your notes will be.

Meeting notes

Learn how Runa generates AI notes from your transcripts.

Folders and organization

Group meetings with related context for better AI output.