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
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, ask the guest for their phone number.
60 minute meeting that leaves the location TBD for now.
A 1 hour time slot with broad scheduling hours only for special people
Meeting Templates for Virtual Meetings
30 minute video conference over MS Teams (requires a MS account)
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)!
A 90 minute late-morning weekend meeting that only allows one per day.
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.
Weekend hours and 15 minute meetings over video call.
Weekend hours and 15 minute showings with 5 minutes breather time
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.
45 minute meeting arranged between candidate and hiring manager
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.
Capture inbound sales leads and schedule Zoom calls with them
Private, passcode protected 20 minute call with any available tier 1 support person.
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.
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.
10 minute back-to-back virtual meetings with students
50 minute session with unlimited registrants per time slot
Meeting Templates for Financial Advisors
Scheduling for financial advisors goes well beyond initial client introductions. Quarterly meetings, financial reviews, and other meetings require the involvement of multiple parties, making scheduling without x.ai difficult.
Meeting Templates for Busy Executives
Whether being used by an Executive Assistant or by an executive themselves, these Meeting Templates are designed to schedule carefully constructed meetings with a variety of internal and external guests.
Meeting Templates for Teams
These Team Meeting Templates will get you started with x.ai’s Combined Meeting Templates (schedule with everyone) and Round Robin Meeting Templates (schedule with anyone).
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.
A Meeting Template for a 30 minute meeting translated to German
A Meeting Template for a 30 minute meeting translated to Spanish
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.
A private Meeting Template with small overlap windows between opposite time zones
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.