Free template

Meeting notes that actually get used.

Pre-built sections, an AI summary at the top, and action items extracted into tasks automatically. Clone into your Layer UI workspace.

Quick answer

The Layer UI Meeting Notes template includes pre-built sections (Attendees, Agenda, Notes, Decisions, Action Items), an AI summary block, and automatic extraction of action items into Layer UI tasks. Free to clone.

Use this template — free

What's included

  • Pre-built sections: Attendees, Agenda, Notes, Decisions, Actions
  • AI summary at the top (regenerates on edit)
  • Action items auto-extracted into tasks with owners
  • Decision log linked to project/CRM record
  • Recurring template for 1:1s and standups
  • Searchable across your whole workspace

Best for

  • Anyone running 2+ meetings per day
  • Managers running weekly 1:1s
  • Sales teams logging discovery calls
  • Boards / advisory meetings

How to use it

  1. 1

    Clone the template

    One-click into your Layer UI workspace.

  2. 2

    Capture notes during the meeting

    Type or paste a transcript. AI extracts the structure as you go.

  3. 3

    Review action items

    Layer UI surfaces every action item with a suggested owner — confirm and they become real tasks.

  4. 4

    Link to context

    Attach the note to a CRM record, a project, or a chat thread — searchable forever.

Common questions

Does this replace Otter or Granola?
Layer UI handles the notes + extraction part; transcription is via your existing tool (or paste a transcript). For a single-tool flow, integrate Otter via webhook.
Can recurring meetings reuse the template?
Yes — weekly 1:1s, standups, and board meetings can each have a recurring instance.
Where do action items go?
Into the assignee's task list, linked back to the source meeting. The full audit trail stays in the note.