Weekly team meeting template
A weekly meeting lets the whole team know what everyone’s working on and what’s stuck. This template is short on purpose: what got done, what’s next, what’s in the way and who does what.
When to use it
- The Monday (or any day) meeting of a small or medium team.
- Remote teams that need a fixed point to catch up.
- Replacing several ad hoc meetings with a single weekly one.
The template
- 1
What got done
What was finished last week and which tasks from the previous meeting are complete.
- 2
This week’s priorities
The most important thing for each person or area over the coming days, in a few words.
- 3
Blockers
What’s stuck and what’s needed to move it forward.
- 4
Announcements
Dates, absences, changes or news the whole team needs to know.
- 5
Tasks
What was agreed in the meeting, with an owner and a date.
To get it right
- Set a time limit and stick to it.
- If an item needs more than a few minutes, take it to a separate meeting with the people who need to be there.
- Always start with last week’s tasks.
With Echo, without writing it
- 1
Create the analysis type
In Settings, AI analysis, click “New template” and call it “Weekly meeting”. Under “General instructions” you can ask for a tone or for anything that mustn’t be left out.
- 2
Add the sections
For each section of this template, fill in “Section title”, choose the “Format” (List or Paragraph) and describe in “What it should include” what’s explained above. “Add section” takes you up to 12. Click “Save template”.
- 3
Use it in your meetings
Choose it under “Type of analysis” before you start in Live or Record, set it as your “Template for your uploads” or, in a meeting that’s already transcribed, pick it in the Summary tab and click “Generate”.
- 4
Have it applied automatically
In Settings, Automations, click “New automation”, type words such as “weekly, team sync” under “Has in its title” and choose your template under “Analyse it as”. It applies when no other type was chosen at upload.
Frequently asked questions
Isn’t Echo’s built-in “Meeting” type enough?
For many weekly meetings, yes: it gives you a summary, tasks with owner and date, decisions and chapters, and the tasks go straight to the Tasks page. This template also lays out what got done, priorities and announcements.
Can I see how these meetings change over time?
Yes. In Analytics, meetings with the same calendar title are grouped as recurring meetings, with their length and score over time.
Can Echo send the summary to the team?
Yes, to Slack or Notion with the integrations in Settings. If you don’t want to send every meeting, create an automation that sends them only when the title contains “weekly”.
Other templates
- Board meeting minutesDetails, attendance, resolutions and votes, in order.
- Leadership team meetingKey figures, decisions, risks and owners.
- One-to-one meetingProgress, blockers, feedback and development.
- Project status meetingStatus, milestones, risks, changes and next steps.
- RetrospectiveWhat went well, what didn’t and what we change.
- Competency-based interviewProfile, topics, quotes and conclusions per candidate.Built into Echo
- Sales callNeeds, objections, budget and next steps.Built into Echo
- Client meetingWhat they ask for, what’s agreed and what’s open.
- Medical consultationReason, symptoms, history, examination and plan.Built into Echo
- Press conferenceAnnouncement, figures, questions and timed quotes.
- Lecture or trainingSummary, key concepts, examples and review.Built into Echo
- Council plenary sessionAttendance, debate, votes and resolutions per item.
Try it with your next meeting.
Create your account in a minute or ask us for a demo for your team.
