AI Generated Minutes creates AI summaries for each agenda section and item. It combines them with your own discussion notes in the AI Minutes view. After you review and edit this content, the “Finalize AI Minutes” function merges it into your official minutes. This article shows you how to finalize your minutes before publishing.
Important Notes:
These instructions are only applicable for organizations that have AI Generated Minutes enabled. For more information or to enable AI Generated Minutes, contact your Customer Success Manager or Account Manager.
These steps are for finalizing AI Minutes that have already been reviewed and edited. To review and edit summaries first, see the Review and Edit AI Minutes Drafts article.
Instructions
Sign in to your site if you have not already
Navigate to the Meetings module:
Select the agenda that has the minutes you want to finalize:
Click the Go to Minutes button:
Navigate to the View menu and select the AI Minutes option from the dropdown list:
Review your draft minutes and make any edits, as needed:
Click the Finalize AI Minutes button when you have finished reviewing and editing your draft minutes:
Click the Finalize button on the pop-up that appears to merge all AI summaries and discussion fields:
Navigate to the View menu and select the Minutes Preview option from the dropdown list:
Review the PDF preview of your minutes draft:
Note:
If you need to make more changes after previewing the draft PDF, you will need to return to the AI Minutes view. Make your changes, then click the Finalize AI Minutes button again to merge any separate AI summaries and discussion fields. We recommend previewing the minutes again after making changes.
Navigate to the meeting’s Agenda Files page to generate the finalized minutes file; once generated, the minutes can be published, shared, or added to a future agenda packet