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Templates

Choose which document you want from your recording. These templates come ready in Omega Writer; each one shows an example of what it produces.

For any meeting

  • Executive summary

    One-page executive summary: purpose and context of the conversation, the most important points, the conclusions or decisions reached, and the next steps.

    Document

  • Minutes

    Meeting minutes with: general details (date, place and duration if mentioned), participants, topics discussed in order, a summary of what was discussed on each topic, decisions and agreements, pending tasks with the person responsible and the deadline, and issues that were left unresolved.

    Document

  • Key points

    List of the 10 key ideas or points of the conversation, ordered by importance, each with a short title and a two- or three-sentence explanation.

    Document

  • Tasks and agreements

    Table with the agreements, commitments and tasks mentioned, with the columns: Task or agreement, Person responsible, Date or deadline, Notes. Include only what was explicitly agreed or assigned; leave the cell empty if it wasn't mentioned.

    Table

  • Detailed report

    Complete, well-structured report: introduction, development of each topic discussed with its arguments and data, points of agreement and disagreement, conclusions and recommendations.

    Document

  • Questions and answers

    Questions-and-answers document with the questions raised during the conversation and the answer given to each one. Indicate when a question was left unanswered.

    Document

  • Presentation

    Presentation of 8 to 10 slides summarizing the conversation: objective, main topics, findings or key ideas, decisions and next steps.

    Slides

  • Topic map

    Mind map (mindmap) with the central topic of the conversation, the main topics discussed and their subtopics.

    Diagram

Government and public bodies

  • Board or council minutes

    Formal minutes of the board or council session: type and number of the session, date, time and place if mentioned; attendees and quorum; approval of the agenda and of the previous minutes; discussion of each agenda item with the relevant remarks; resolutions and agreements, with the voting results if mentioned; assignments with the person responsible and deadline; and closing time if mentioned.

    Document

  • Public consultation report

    Report of the public consultation or community meeting: purpose and context, participants or sectors represented, main concerns and proposals grouped by topic, the institution’s answers and commitments, points of consensus and disagreement, and next steps.

    Document

  • Inter-agency meeting notes

    Notes of the meeting between institutions: institutions and representatives present, purpose, topics discussed, each institution’s position on the key topics, agreements reached, each institution’s commitments with the person responsible and deadline, and pending topics.

    Document

  • Hearing summary

    Summary of the hearing or testimony: parties and participants, subject, proceedings in chronological order, each party’s main arguments, evidence or documents mentioned, decisions announced and next steps. Quote the relevant statements verbatim, with their timestamp.

    Document

  • Timeline of events

    Chronological table of the events described, with the columns: Date or moment of the event, Event, Who describes it, Timestamp in the audio. Sort by the date of the event when it is mentioned; otherwise, by the order in which it is told.

    Table

Sales

  • Sales call summary

    Summary of the sales call: customer and participants, needs and problems the customer expressed, products or services discussed, budget and timelines mentioned, objections and how they were answered, level of interest, and next steps with the person responsible and date.

    Document

  • Customer objections

    Table of the customer’s objections, doubts or concerns, with the columns: Objection, Customer’s exact words, Answer given, Was it resolved?, Suggestion to answer it better.

    Table

Education

  • Class notes

    Well-organized class notes: topic and objectives, concepts explained with their definition, examples given, important formulas or data, and assigned homework or readings.

    Document

  • Study guide

    Study guide based on the class: summary of the key concepts, 10 review questions with their answers, and a glossary of the terms with their definition.

    Document

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