Meeting Template Library

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Browse Meeting Templates by type and industry. Add them to your x.ai account and customize them to create new Calendar Pages

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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Coffee

Meeting Template

45 minute meeting at least a day in advance with location TBD

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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.

Zoom

Meeting Template

30 minute video conference over Zoom (requires a Zoom account)

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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)!

Drinks

Meeting Template

2 hour meeting in the evening, let the guest choose the location

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Weekend Brunch

Meeting Template

A 90 minute late-morning weekend meeting that only allows one per day.

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Date Night

Meeting Template

Weekend nights with the babysitter CCed on the invite!

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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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Showing

Meeting Template

Weekday time windows using dynamic locations (premium feature)

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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.

Initial Screening Call

Meeting Template

Quick 20 minute phone call, you call them

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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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3rd Round Interview

Meeting Template

A 1 hour Google Meet call, limited to one 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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Sales Demo

Meeting Template

A 45 minute virtual meeting to present to customers.

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Quarterly Review

Meeting Template

Books a 90 minute meeting at least a week in advance.

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Sales Inquiry

Meeting Template

20 minute call, requires their phone number, Round Robin.

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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 with any available support person.

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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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Tutoring

Meeting Template

Mon-Thu after school hours over zoom for $50 per hour

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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 help@human.x.ai or schedule a call with one of our Solutions Experts.

Connect your calendar and get started for free.