Templates

You write the same two things over and over in Zero: meeting notes and outreach emails. Templates let you agree on their shape once, so notes across the team stay comparable and nobody rewrites the same email from scratch. Define them in settings, then type / wherever you are writing.

They come in two groups. Meeting notes templates appear in every note editor — record notes, meeting notes on calendar events, standalone notes. Emails templates appear in the email composer, the bulk composer and the LinkedIn message composer.

Managing templates

Settings → Workspace → Templates, admins only.

Create a template

New template next to the Meeting notes or Emails heading opens an editor for three things: an Icon and color so it is recognizable in the picker, a Template name (which is what / matches against), and the Content itself — headings, lists and formatting all survive insertion. Save adds it for the workspace.

Edit or delete a template

Click a row to reopen it in Edit template. The trash icon, confirmed with Delete template, removes it for everyone.

Using templates

Insert with /

Type / while writing to open the insert menu. Templates are in the Snippets group; keep typing to filter by name, and selecting one drops its content at the cursor.

Start a note from a template

An empty note shows a Templates section listing your meeting note templates. Clicking one fills the note — quicker than the / menu when you are starting from nothing.