Protocol Gallery
Browse pre built protocol templates in the marketplace and add them to your workspace with one click.
The Protocol Gallery (also called the Protocol Marketplace) is a library of ready made templates for common meeting types. Browse by category, preview the structure of any template, and add it to your workspace to start using it immediately or customize it further.
How to Use the Gallery
- Open the Protocol Gallery from the Protocols page or from the creation options when you click "Create from Template"
- Browse templates by category (Sales, Operations, Recruitment, Leadership, Other)
- Click on any template to preview its sections and structure
- Click Add to my protocols at the bottom of the preview to add it to your workspace
Once added, the template becomes fully editable in your workspace. You can adjust sections, rewrite instructions, change output types, or rename it to match your conventions.
Available Templates
Deep Analysis Protocols
These templates use multi agent processing and produce richer, more detailed output:
Action Decision Extraction Protocol. Extracts structured action items and decisions from any meeting. We recommend adapting it to your needs and saving it locally for best results.
Team Update / Check In Protocol. Ideal for team meetings. Produces a summary per participant of their update, blockers, and contributions.
Sales & Client Meeting Frameworks
MEDDIC for Sales. Built around the MEDDIC qualification methodology. Extracts Metrics, Economic Buyer, Decision Criteria, Decision Process, Identify Pain, and Champion from sales calls.
BANT for Sales. Qualification protocol based on the BANT framework. Extracts Budget, Authority, Need, and Timeline.
SPICED Framework. For customer meetings. Extracts Situation, Pain, Impact, Critical Event, and Decision criteria.
Intro Call. Works for first time introduction meetings of any kind. Captures participant descriptions, outcomes, and main topics discussed.
Operations & Leadership
Board Meeting. Structured for formal board meetings with agenda tracking, approval of previous minutes, and transcript analysis.
General Meeting Summary. Works for any meeting type. Produces a detailed overview, main mentioned topics, and key action items.
Customer Research & Interviews
Gabor Granger Pricing Protocol. Designed for customer interviews focused on evaluating pricing sensitivity, product feedback, perceived value, and willingness to pay.
Recruitment
Job Interview. Ideal for hiring. Covers introduction, candidate background, technical skills and knowledge, and additional evaluation areas.
Customizing Gallery Templates
All gallery templates are starting points. After adding a template to your workspace:
- Edit instructions to match your specific terminology and requirements
- Add or remove sections as needed
- Change output data types to match your integration needs
- Toggle Deep Analysis on or off depending on the level of detail you need
When to Use Gallery Templates vs. AI Generation
The gallery is useful when you want a quick starting point for a common meeting type. However, in most cases, prompting the AI assistant directly will produce better templates that fit your specific needs more deeply.
The AI assistant can tailor every section, instruction, and output type to your exact workflow, terminology, and integration requirements. Gallery templates are generic by design. AI generated templates are personalized from the start.
Our recommendation:
- Use gallery templates when you need something working in 30 seconds and plan to customize later
- Use AI generation when you want the best fit for your specific use case from the start
- Combine both: start from a gallery template, then ask the AI assistant to refine it based on your needs