Your meeting and interview report template, in seconds.
Start with a sample report and the AI will do the rest.

Upload a report you already like and the AI will automatically create the template with all the instructions to generate your future reports for each meeting or interview, replicating your style.

Drag your report here
PDF
client_meeting.pdf
128 KB
Analyzing structure…
Template — Client Meeting
✓ Generated
  • ✓Meeting details
  • ✓Topics covered
  • ✓Agreements and decisions
  • ✓Next steps
  • ✓Conclusions

Chosen by over 1,000 companies to document their meetings and interviews

Telefónica Deloitte PcComponentes Mahou San Miguel Brandty ieTeam Telefónica Deloitte PcComponentes Mahou San Miguel Brandty ieTeam

Setting up your AI report template
shouldn't be this complicated

Hours spent configuring sections

Defining each section and instruction by hand can be a headache.

Instructions that don't capture your style

AI doesn't always correctly interpret the result you want to get.

Configuration gear

Start from scratch with each use case

Each new format means repeating the entire process.

The solution

From your reference PDF to a perfect template in 3 steps

1

Upload your reference report

Upload a PDF of a report you have already written: from a client meeting, a sales follow-up, a user interview… any type.iThe AI accepts reports of any length and complexity. The more complete the example, the better the generated template.

Upload your report
PDF sales_follow_up.pdf
PDF client_meeting_minutes.pdf
PDF user_interview.pdf
PDF project_kickoff.pdf
Report uploaded
2

AI generates the template in your style

Voicit analyzes the document, identifies each section, interprets what information is extracted from each one, and generates precise instructions to replicate your way of working.iBefore creating the template, it shows you the identified sections and asks you questions to refine the details. You're always in control.

PDF client_meeting.pdf
Analyzing the report structure…

I have detected these 5 sections:

  • Meeting details
  • Topics covered
  • Agreements and decisions
  • Next steps
  • Conclusions

Does this structure suit you?

3

Review, adjust, and apply

You can adjust any section or instruction. When you're satisfied, save your template and apply it to your next meetings or interviews to generate your customized automated report.iThe end result is a report as accurate as if you had written it by hand—but in seconds, not hours.

Template — Client Meeting
⋮⋮ Meeting details ▾
⋮⋮ Topics covered ▾
⋮⋮ Agreements and decisions ▾
⋮⋮ Next steps ▾
⋮⋮ Conclusions ▾
Template saved

Generate templates for any type of report

Training

Training sessions, internal workshops, webinars, and product demos

Sales

Sales follow-up reports, client meeting summaries, proposals

Team meetings

Meeting minutes, retrospectives, project monitoring, training

Customer service

Support calls, incident escalation, onboarding follow-up

Consulting

Client meetings, project kickoffs, action plans, deliverables

User research

User interviews, discovery sessions, focus groups

They've already tried it

We documented countless meetings, and each analyst did it their own way. We uploaded a reference report, and now everyone submits them in the same format and level of detail, in a fraction of the time.

Tristán Conde
Tristán Conde
ABAC Capital
Investment fund

In technology consulting, each client and each project requires a different report. Uploading a reference document and obtaining the template in minutes allows us to standardize deliverables without losing the nuance of each case.

Roberto Lifante
Roberto Lifante
CEO · TK Analytics Group
Technology consulting

Every client meeting ended up as a document I wrote by hand. I ran one through the generator and the template matched my style exactly; now the follow-up report is generated automatically after every call.

Daniela Toro
Daniela Toro
Magency Marketing
Marketing agency

A change you'll notice

Before

Without starting from a reference report

  • Create each section of the report one by one
  • Write instructions for each section
  • Repeat the entire process for each case
Now

Based on a reference report

  • Upload a PDF and AI will create all the sections
  • Automatically generated instructions
  • A new PDF = a new template

Your first template, ready in 2 minutes

Start for free. No commitment. No credit card required.

Frequently Asked Questions

What type of documents can I upload as a reference?

You can upload any PDF document that represents the type of report you want to generate automatically. It could be meeting minutes, a sales summary, a project status report, a user interview… If you've ever written one, Voicit can learn from it.

Does AI exactly replicate my format and style?

The AI analyzes the structure, tone, length, and details of each section of your document. Before creating the template, it shows you its interpretation and asks you questions to confirm. The final result adapts to your workflow, not the other way around.

Can I edit the template after generating it?

Yes, of course. The generated template is a starting point that you can freely modify. You can add sections, change instructions, reorder sections, or adjust any detail directly in the Voicit template editor.

Does it work for any type of report or sector?

Absolutely. The generator works for any type of report: client meetings, sales, consulting, internal meetings, training sessions, project tracking… If you need to document a conversation, Voicit can generate the template.

How long does it take to generate a template?

The entire process—uploading the PDF, reviewing the identified sections, and confirming—takes approximately 2 minutes. Compare that to the 2–4 hours it can take to manually set up a template, section by section.

Ready-made template

Documenting meetings? Download our meeting minutes template in Word and PDF, with a filled-in example.