The letter template feature is an enhancement designed to complement existing summary templates by creating more polished, client-facing communications after meetings. It introduces a structured way to generate formatted post-meeting letters or recap documents.
What it does
Creates client-ready meeting recaps
Converts meeting summaries into a formatted letter structure rather than a standard internal summary.Generates PDF output
Designed primarily for downloadable PDF letters after a meeting, useful for formal documentation or professional memos.AI-assisted template generation
Describe the desired letter structure (e.g., recap discussion points, action items, next steps, next meeting date), and AI generates the initial template.
Customization features
Branding support
Allows adding a company logo or letterhead-style branding at the top.Editable sections
Users can customize, rename, remove, or hide sections like:Client name
Date
Summary sections
Action items
Signature block
Flexible formatting controls
Users can tailor the document structure to fit their communication style.
Use cases
Best suited for:
Formal client documentation
Planning memos
Financial planning recaps
Key distinction vs Summary Templates
Summary Templates | Letter Templates |
Internal-focused | Client-facing |
Quick structured notes | Polished formatted letters |
Fast workflow | More formal workflow |
Inline/shareable summary | Downloadable PDF document |
Overall takeaway
Letter Templates add a more formal, branded, and customizable communication layer to post-meeting workflows. They are strongest for professional documentation and external stakeholder communication, but for everyday client updates, users may still prefer lighter-weight summary templates or copyable email recaps.