Meeting Template Library
Browse Meeting Templates by type and industry. Add them to your x.ai account and customize them to create new Calendar Pages
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General Use Meeting Templates
Use these Meeting Templates for various types of meetings you hold often. We’ve created these Meeting Templates based on the settings that are used most often by our users.
30 minute phone call
Meeting Template
30 minute phone call, ask the guest for their phone number.
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60 minute meeting
Meeting Template
60 minute meeting that leaves the location TBD for now.
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Lunch meeting
Meeting Template
1 hour meeting, your guest chooses the location, 15 min travel time.
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Any Time
Meeting Template
A 1 hour time slot with broad scheduling hours only for special people
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Virtual meeting
Meeting Template
45 minute video conference call using your default provider
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Meeting Templates for Virtual Meetings
Virtual meetings have suddenly become the new normal and x.ai has been ready for years. We support automatic link generation for Zoom, Microsoft Teams, and Google Meet.
Microsoft Teams
Meeting Template
30 minute video conference over MS Teams (requires a MS account)
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Google Meet
Meeting Template
30 minute video conference over Google Meet (requires a Google account)
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Personal Meeting Templates for Your Leisure Time
Not all calendar events are work meetings. x.ai allows you to connect unlimited calendars on all of our premium plans so that you can manage your availability across all of your calendars and schedule everything from poker night to date night to bowling night (lots of nights)!
Weekend Brunch
Meeting Template
A 90 minute late-morning weekend meeting that only allows one per day.
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Meeting Templates for Real Estate Professionals
The unique needs of Real Estate agents and other professionals have evolved tremendously during the COVID-19 pandemic. x.ai helps address these changes with virtual and sequential open houses and showings.
Virtual Open House
Meeting Template
Weekend hours and 15 minute meetings over video call.
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Live Open House
Meeting Template
Weekend hours and 15 minute showings with 5 minutes breather time
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Meeting Templates for Recruiting, Hiring, and HR
Recruiters love x.ai’s Meeting Templates, especially our Slash Command functionality to schedule meetings with Meeting Templates over email. It’s perfect for when you want to send one email and have your Scheduling AI follow up with your candidates immediately.
Candidate Interview
Meeting Template
45 minute meeting arranged between candidate and hiring manager
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Interview Follow Up
Meeting Template
15 minute debrief with your candidate soon after the interview
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Employee Onboarding
Meeting Template
A 90 minute session set in the morning, max 1 per day.
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Reference Call
Meeting Template
Quick 15 minute phone call,the call you, with a maximum of 5 per day
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Meeting Templates for Sales Professionals
Time is money and when you are in sales on commission, you do not want to waste either. These Meeting Templates can help you speed up your pipeline and move prospects from initial call to close.
Qualification Call
Meeting Template
Capture inbound sales leads and schedule Zoom calls with them
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VIP Support Call
Meeting Template
Private, passcode protected 20 minute call with any available tier 1 support person.
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Paid Support
Meeting Template
Requires a $25 payment for a 30 minute call support with follow up survey.
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Meeting Templates for Freelancers, Consultants, and Contractors.
Time is money and when you are a freelancer or consultant you do not want to waste time on work which is not core to your skill. These Meeting Templates can help you speed up your workflows and help manage many of touch points with your clients.
Project Kickoff
Meeting Template
Passcode protected hour-long meeting for project kickoffs.
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Meeting Templates for Educators
The unique challenges of scheduling for educators vary only slightly from Kindergarten through PhD programs. We’ve put together a handful of Meeting Templates that will get you scheduling smoothly, whether it’s virtual office hours, seminars, or tutoring.
Virtual Office Hours
Meeting Template
10 minute back-to-back virtual meetings with students
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Virtual Class Session
Meeting Template
50 minute session with unlimited registrants per time slot
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Internationalized Meeting Templates
With a number of options for customizing the text on your Calendar Pages, in your meeting invitations, and in your reminders, you can internationalize a great deal of your guests’ experience by taking advantage of x.ai’s support for universal unicode characters.
30 Minuten Besprechung
Meeting Template
A Meeting Template for a 30 minute meeting translated to German
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Reunión de 30 minutos
Meeting Template
A Meeting Template for a 30 minute meeting translated to Spanish
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Réunion de 30 minutes
Meeting Template
A Meeting Template for a 30 minute meeting translated to French
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Advanced Meeting Templates for Special Situations
Some meetings just don’t fit into a neat little category. Indeed, some fall well outside of the typical “Let’s get coffee” scenario. Here’s a couple of examples of Meeting Templates outside the norm.
Sydney/New York
Meeting Template
A private Meeting Template with small overlap windows between opposite time zones
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Weekly Webinar
Meeting Template
This is the one used for the x.ai Welcome Webinar and allows multiple guests per time slot. Details
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Stash a Slash
Meeting Template
A test meeting we use to sneak a Slash Command into an email.
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About Meeting Templates
Meetings the Way You Want Them
Set preferences for the specific types of meetings you do often, like time, location, frequency, and reminders. Meeting Templates work for one-on-one and group meetings.
Create Unlimited Calendar Pages
Each Meeting Template creates a Calendar Page that you can send directly to the people you want to meet with. Schedule with multiple guests and multiple teammates.
Protect Your Calendar
With advanced privacy controls, you can confirm meetings before the invite is sent and set Calendar Pages as private.
Limit How Often You’re Booked
Set a limit for how many times per day you want to do a particular type of meeting, and how much lead time you want before it’s scheduled.
Easy Email and Slack Scheduling
Copy clickable time options from a Meeting Template, or use a Slash Command and the Scheduling AI will use your saved preferences to send available times to guests.
Streamline Team Scheduling
Create and share Combined and Round Robin Meeting Templates with your Team to save you and your guests time.
Have an idea for a Meeting Template to share?
Submit your Meeting Template on our blog and we’ll publish the best ones. We’d love to hear how you use Meeting Templates in your workflows!
Need Help?
Reach out to [email protected] or schedule a call with one of our Solutions Experts.