Meeting note templates

A meeting note template decides what your generated notes look like: the sections, the order, the tables, the formatting. Parachute ships with built-in templates for common meeting types, and you can add your own by uploading one of your firm’s file notes. The notes that come out are your document with the meeting filled in, not a generic AI summary.

Templates are shared across your firm and managed by admins.

Built-in templates

Every firm starts with a set of built-in templates covering the common cases, including client meetings and internal meetings. Each produces a structured note: date and time, duration, attendees, summary, discussion, decisions, action items and open questions.

The date, time and duration in a note always come from the recording itself, never from the AI’s reading of the conversation, so they’re right even when nobody said them out loud.

Create a template from your own document

The fastest way to get notes in your firm’s format is to upload the format you already use.

1. Open the template library - Settings, then Meeting notes under Workspace, or click Set up meeting note templates in the Notetaker page’s getting started checklist
2. Click New from a Word document and upload one of your firm’s file notes or precedents
3. Parachute analyses it - the structure, the tables, the styling, and which parts are boilerplate versus meeting content
4. Review the preview - the template appears in your library with a preview showing where meeting content will land

The generated notes keep your document’s exact formatting: tables, numbering, headers and footers, fonts. If a section wasn’t discussed in the meeting, it says so rather than inventing content.

Want to change a template’s content?

Upload a revised document. There’s deliberately no content editor for templates - the uploaded document is the single source of truth, so what your firm approves is exactly what generates. You can rename a template or edit its description at any time.

Set the default

In the template library, hover a template and choose Set as default. The default is pre-selected whenever anyone in your firm records a meeting.

You can also set the default to Auto: after each meeting, Parachute reads the transcript and picks the best-fitting template from your library. Auto suits firms whose meetings vary - a first consultation and an internal strategy session shouldn’t produce the same note.

Choose a template for one meeting

The meeting dialog and the recording page include a template picker showing your recently used templates, Auto, and the full library. Hover a template to preview it before you pick. The choice applies to that meeting only; your firm’s default is untouched.

Change the template after the meeting

Opened the notes and picked the wrong template, or want to see the meeting in a different format?

1. Open the meeting notes document
2. Click Change template in the strip above the document
3. Pick another template - Parachute regenerates the notes in the new format

Regenerating adds a new version to the same document. Earlier versions are kept, so you can always get back to what was there before.

Next steps

• Meeting notetaker - record the meeting in the first place
• Document templates - templates for drafting documents outside meetings
• Knowledge base - give the AI your firm’s precedents for drafting