Dadan AI Video Note Taker comes with ready-to-use templates that make it easy to capture structured notes for different types of meetings. Each template is designed for a specific scenario, so your notes are always organized, clear, and relevant. By selecting the correct category and note type, you can save time and ensure that nothing important is overlooked.
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Template elements overview #
Each template in Dadan AI Video Note Taker comes with a structured format. While the specific layout depends on the meeting type, most templates include the following elements:
- Video Title: The title of the recorded meeting or session.
- Summary: A short overview capturing the main purpose and outcome.
- Attendees/Participants: List of people who joined the meeting.
- Agenda: Topics or points planned for discussion.
- Key Points Discussed: Highlights of the main conversations and decisions.
- Action Items: Tasks assigned with owners and deadlines.
- Conclusion: Wrap-up statement or closing decisions.
- Additional Notes: Extra details that don’t fit into the other sections.
AI Video Note Taker templates usage #
Dadan AI Video Note Taker categorizes meetings into six primary groups to ensure structured and relevant note-taking:
- General
- HR
- Management
- Product
- Sales
- Customer Success
General templates #
These templates are ideal for everyday team meetings and agile workflows:
- Meeting minutes: Standard, structured summary of discussions and decisions.
- Brainstorming meeting: Captures ideas, suggestions, and creative exploration.
- Kick-off meeting: Highlights objectives, roles, and next steps for new projects.
- Retrospective session: Summarizes lessons learned and action items.
- Sprint planning: Outlines goals, tasks, and capacity planning for agile sprints.
- Stand-up meeting: Quick summaries of daily updates and blockers.
General templates mostly include these items:
- Video Title
- Duration
- Summary
- Attendees/Participants
- Agenda
- Key Points Discussed
- Action Items
- Next Meeting/Steps
- Conclusion
- Additional Notes
HR templates #
For recruitment, onboarding, and employee lifecycle conversations:
- Entry interview: Notes on new employee introductions and expectations.
- Exit interview: Feedback and insights from departing employees.
- Job interview: Candidate evaluation, strengths, and concerns.
HR templates mostly include these items:
- Video Title
- Summary
- Candidate/Employee Information
- Key Points Discussed
- Action Items
- Conclusion
- Additional Notes
Management templates #
Designed for leadership, performance, and company strategy:
- 1:1 Meeting: Personalized notes for manager-employee check-ins.
- Offboarding 1:1: Structured insights during employee transitions.
- Performance improvement plan: Tracks goals, challenges, and progress.
- Strategy planning: Outlines long-term goals, priorities, and initiatives.
- Town hall: Summarizes key announcements and Q&A from company-wide meetings.
- VC investors: Notes from investor updates, pitch meetings, and funding discussions.
Management templates mostly include these items:
- Video Title
- Summary
- Participants
- Employee Information
- Key Points Discussed
- Conclusion
- Additional Notes
Product templates #
Focused on research and product development sessions:
- Research interview: Summarizes findings from customer or market research.
- User testing: Captures insights, issues, and recommendations from usability tests.
Product templates mostly include these items:
- Video Title
- Summary
- Interviewee Information
- Test Participant Information
- Key Points Discussed
- Conclusion
- Additional Notes
Sales templates #
These templates follow popular sales methodologies and client call structures:
- Demo call: Summarizes product demonstrations and client reactions.
- Discovery call: Captures client needs, challenges, and fit analysis.
- ANUM template: Notes structured around Authority, Need, Urgency, and Money.
- BANT template: Captures Budget, Authority, Need, and Timeline.
- BEBEDC template: Summarizes Business issue, Economic impact, Budget, Decision criteria, and Champion.
- CHAMP template: Focuses on Challenges, Authority, Money, and Prioritization.
- GPCT template: Tracks Goals, Plans, Challenges, and Timeline.
- MEDDIC template: Structured around Metrics, Economic buyer, Decision criteria, Decision process, Identify pain, and Champion.
- SPICED template: Captures Situation, Pain, Impact, Critical event, and Decision.
- SPIN template: Based on Situation, Problem, Implication, and Need-payoff.
Sales templates mostly include these items:
- Video Title
- Summary
- Key Points Discussed
- Conclusion
- Additional Notes
Customer success templates #
For managing customer relationships, health, and growth:
- Business review: Summarizes quarterly or annual business reviews.
- Customer check-in meeting: Captures updates on account health and progress.
- Customer onboarding meeting: Notes from customer training and setup sessions.
- Feedback call: Summarizes customer feedback for product or service improvements.
Customer success templates mostly include these items:
- Video Title
- Summary
- Key Points Discussed
- Conclusion
- Contact Information
- Contact for Follow-up
- Additional Notes
Best practices for accurate AI notes #
To get the best results, it’s important to choose the right template, use clear audio for transcription, and review the notes before sharing. Small adjustments make summaries more precise and useful.
- Use clear audio for better transcription accuracy.
- Choose the most relevant Note Type for your meeting.
- Add context manually if AI misses specific jargon or niche details.
- Regularly review and refine notes before sharing.
Troubleshooting & FAQs #
If something doesn’t look right, dadan provides options to regenerate notes and switch templates. Here are answers to common questions:
Q: The notes don’t match my meeting type. What should I do?
A: Check if you selected the correct category and note type. Try regenerating with a more suitable option.
Q: Can I edit the AI-generated notes?
A: No, but you can copy the notes and fully edit and customize them in any text editor.
Q: What happens if my meeting has multiple topics?
A: Choose the closest template, then edit or split the notes into sections afterward.
