Instruction videos

How to create templates

Topical January 22, 2026

In this video, I demonstrate how to automate the meeting agenda creation process using Topical, which includes adding participants and sharing files. I highlight three key benefits of using templates: easy access to previous action lists, streamlined scheduling of recurring meetings, and insights into past topics and actions. I walk you through the simple steps to create a new template, including setting fixed agenda points and participants. Once your template is ready, you can easily schedule multiple meetings from your dashboard. I encourage you to start using templates to enhance your meeting efficiency.

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