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Zeplyn Templates & Custom Templates

Zeplyn provides pre-built templates and the option to create custom templates to structure meeting notes based on key topics.

Zeplyn Templates

Standard templates help capture specific types of information based on the questions or topics they cover. Some common templates include:

  • Compliance – Tracks general compliance-related questions and notates whether they were discussed.

  • Life Events – Identifies and records discussions related to major life events.

  • Numerical Data – Captures any numerical data mentioned during the meeting.

Custom Templates

Companies can request custom templates tailored to their needs. If your team requires a specific template, reach out to support@zeplyn.ai to discuss customization options.

 

Note: Checklists and templates are customizable per organization. Your firm may have a different list of approved checklists/templates than what are shown in the examples above. If you have questions about your organization's specific checklists or templates, please contact your administrator.

For additional questions, please reach out to support@zeplyn.ai.