Which report template for your role
TemplatesSalesHiringHealthcareFinanceUpdated Oct 27, 2026
Every report template Acta can write, grouped by the team that uses it, with one line on what each report contains.
Acta has 40 report templates in 11 groups. Turn them on in Templates in the sidebar; see how templates work.
Sales
| Template | What it writes |
|---|---|
| MEDDPICC deal report | Metrics, buyer, decision process, champion and competition, with objections and next steps. |
| SPICED deal report | Situation, pain, impact, critical event and decision, with objections and next steps. |
| SPIN deal report | Situation, problem, implication and need-payoff, with objections and next steps. |
| BANT qualification | Budget, authority, need and timeline in one view. |
| Product demo review | How the demo landed: clarity, questions, objections and adoption signals. |
Product & Engineering
| Template | What it writes |
|---|---|
| PRD draft | Product requirements from the discussion: goals, requirements and acceptance criteria. |
| Ticket suggestions | New Jira-ready tickets with type, priority, owner and due date. |
| Project status | Red / amber / green status per project, with blockers, risks and owners. |
| CTO brief | Technical decisions, blockers, tech debt and architecture concerns. |
Investors
| Template | What it writes |
|---|---|
| Dealflow memo | Company, team, market, traction and round in a short investment memo. |
| Portfolio check-in | Vitals, hiring, business performance and financing from company check-ins. |
Hiring
| Template | What it writes |
|---|---|
| Candidate assessment | Strengths, gaps, culture fit and red flags from the interview. |
Marketing & Support
| Template | What it writes |
|---|---|
| Campaign review | KPIs, channel results, decisions and owners from marketing meetings. |
| Support case summary | Issue, steps taken, resolution status, urgency and follow-ups. |
Operations
| Template | What it writes |
|---|---|
| KPI review | Every KPI with value, target, trend and owner, plus misses and the agreed fixes. |
| Incident post-mortem | Blameless write-up: timeline, impact, root cause and corrective actions. |
| Vendor review | Supplier performance against SLAs, open issues, risks and a keep / renegotiate / exit view. |
| Decisions & RACI | Decisions made and who is responsible, accountable, consulted and informed. |
Education
| Template | What it writes |
|---|---|
| Lecture notes | Study notes from a class: concepts, definitions, exam points and review questions. |
| Parent-teacher meeting | Strengths, concerns and the agreed support plan, with actions for home and school. |
| Student advising | Advising or tutoring session: goals, progress, blockers, course plan and tasks. |
| Faculty meeting | Curriculum changes, accreditation items, decisions and owners. |
Healthcare
| Template | What it writes |
|---|---|
| Clinical visit note (SOAP) | Draft SOAP note from a patient visit, for the clinician to check. |
| Care team huddle | Multidisciplinary case discussion: issues by specialty, plan, handoffs and safety concerns. |
| Patient visit summary | A plain-language summary for the patient: what was discussed and what to do next. |
| Hospital operations meeting | Bed and staffing meeting: capacity, safety events, quality metrics and escalations. |
Drafts for a clinician to check
The clinical templates write a draft from the conversation. A clinician must check it before it is used in care or shared with the patient. Each of these reports says so at the top.
Pharma
| Template | What it writes |
|---|---|
| MSL field insights | Insights from a medical science liaison meeting, with requests and safety flags. |
| Clinical trial site meeting | Site visit or study call: enrolment, deviations, data queries and site issues. |
| Regulatory meeting prep | Preparation for a health-authority meeting: likely questions, positions and evidence gaps. |
| Pharma rep call | Rep visit with a healthcare professional: products, objections, samples and safety flags. |
Safety flags are for review
MSL field insights, Clinical trial site meeting and Pharma rep call flag possible adverse events for your safety team to review. They are not confirmed, and causality is not assessed.
Finance
| Template | What it writes |
|---|---|
| Client review | Adviser-client review: goals, risk appetite, recommendations and suitability notes. |
| KYC onboarding | Client onboarding call: source of funds, expected activity, missing documents and red flags. |
| Credit committee | Lending decision: request, strengths, risks and mitigants, conditions, decision and votes. |
| Earnings call digest | Headline numbers, guidance changes, management tone and analyst concerns. |
| Compliance check | Flags promises, missing risk disclosures and risky statements in client calls. |
Compliance flags
Compliance check flags statements for compliance review. A flag is not a finding that a rule was broken.
General
| Template | What it writes |
|---|---|
| 1:1 check-in | Manager and team member 1:1: wins, blockers, feedback, growth goals and actions. |
| Board meeting minutes | Formal minutes: agenda items, resolutions and votes, actions and next meeting. |
| Customer QBR | Quarterly business review: value delivered, account health, expansion and next quarter's plan. |
| Contract negotiation | Clause by clause: both sides' positions, concessions and open points. Not legal advice. |
| Property walkthrough | Buyer or tenant viewing: needs, budget, reactions to each property and next viewing. |
Troubleshooting
Can I turn on templates from different groups?
Yes. Turn on any mix of templates. Each one that fits a meeting writes its own report.
Can I change what a template writes?
Not yet. Each template writes a fixed set of sections, shown when you click Preview on its card.
Related
Still stuck? The Acta team can help. support@acta.aiContact us