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Using a System Template for a Meeting

Written by Andrew Ely

MeetingOS includes a library of pre-built System Templates for common meeting types — like Weekly Staff Meetings, Sales Discovery calls, Team Brainstorms, and more. Applying a template gives you a structured agenda in seconds.

Apply a System Template

  1. Click Plan a Meeting in the left-hand menu (or open an existing planned meeting)

  2. Press Cmd+K (Mac) or Ctrl+K (Windows) to open the MeetingOS Menu

  3. Select Apply template to this meeting…

  4. Browse or search the list of System Templates

  5. Select the template that best fits your meeting type

MeetingOS will populate the agenda with the template's structure. You're free to edit, add, or remove agenda items — changes to the meeting won't affect the original template.

Available System Templates include:

  • Weekly Staff Meeting

  • Team Brainstorm

  • Talent Interview

  • Sales: Product Demo

  • Sales: Customer Discovery

  • Financial Advisor: Prospect Meeting

  • Financial Advisor: Client Review

  • …and more

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