--- title: "Finalize AI Generated Minutes" slug: "finalize-ai-generated-minutes" description: "Learn how to finalize AI Generated Minutes by reviewing, editing, merging summaries and notes, previewing, and preparing official minutes for publishing." status: "new" updated: 2026-10-22T13:42:29Z published: 2026-10-22T13:42:29Z canonical: "www.civicplus.help/finalize-ai-generated-minutes" --- > ## Documentation Index > Fetch the complete documentation index at: https://www.civicplus.help/llms.txt > Use this file to discover all available pages before exploring further. # Finalize AI Generated Minutes 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](/meetings-select/docs/review-and-edit-an-ai-minutes-draft), the “Finalize AI Minutes” function merges it into your official minutes. This article shows you how to finalize your minutes before publishing. > [!NOTE] > Important Notes: > > - These instructions are only applicable for organizations that have [AI Generated Minutes](/meetings-select/docs/ai-generated-minutes-overview) enabled. For more information or to enable AI Generated Minutes, contact your [Customer Success Manager](https://www.civicplus.com/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](/meetings-select/docs/review-and-edit-an-ai-minutes-draft). ## Instructions [Embedded content](https://www.iorad.com/player/2782115/Meetings-Select--Finalize-AI-Generated-Minutes-Tutorial?iframeHash=trysteps-1&lang=en&src=iframe) 1. [Sign in to your site](/meetings-select/docs/sign-in-to-your-site) if you have not already 2. Navigate to the **Meetings module**: ![The Meetings Module option in the left-hand navigation menu.](https://cdn.us.document360.io/17dc564a-8310-4f61-b929-1bd73b36e158/Images/Documentation/Meetings module tab - AMMS.png?sv=2026-02-06&spr=https&st=2026-10-28T03%3A16%3A25Z&se=2026-10-28T04%3A16%3A25Z&sr=c&sp=r&sig=yXgRm2uVw%2F2on5GJUzOAwpczIxFnBoapuFPVbN23wS0%3D) 3. Select the **agenda** that has the minutes you want to finalize: ![An example agenda tile in the Meetings module.](https://cdn.us.document360.io/17dc564a-8310-4f61-b929-1bd73b36e158/Images/Documentation/September%209%202026%20Agenda%20Card%20-%20AMMS.png?sv=2026-02-06&spr=https&st=2026-10-28T03%3A16%3A25Z&se=2026-10-28T04%3A16%3A25Z&sr=c&sp=r&sig=yXgRm2uVw%2F2on5GJUzOAwpczIxFnBoapuFPVbN23wS0%3D) 4. Click the **Go to Minutes button**: ![A white, rectangular Go To Minutes button below the User Menu and the Edit Agenda Settings button.](https://cdn.us.document360.io/17dc564a-8310-4f61-b929-1bd73b36e158/Images/Documentation/Go to Minutes Button - AMMS.png?sv=2026-02-06&spr=https&st=2026-10-28T03%3A16%3A25Z&se=2026-10-28T04%3A16%3A25Z&sr=c&sp=r&sig=yXgRm2uVw%2F2on5GJUzOAwpczIxFnBoapuFPVbN23wS0%3D) 5. Navigate to the **View menu** and select the **AI Minutes option** from the dropdown list: ![An example Minutes module View menu with the AI Minutes option highlighted.](https://cdn.us.document360.io/17dc564a-8310-4f61-b929-1bd73b36e158/Images/Documentation/View Menu AI Minutes - AMMS.png?sv=2026-02-06&spr=https&st=2026-10-28T03%3A16%3A25Z&se=2026-10-28T04%3A16%3A25Z&sr=c&sp=r&sig=yXgRm2uVw%2F2on5GJUzOAwpczIxFnBoapuFPVbN23wS0%3D) 6. Review your **draft minutes** and [make any edits](/meetings-select/docs/review-and-edit-an-ai-minutes-draft), as needed: ![The two-panel AI Minutes view layout.](https://cdn.us.document360.io/17dc564a-8310-4f61-b929-1bd73b36e158/Images/Documentation/AI Minutes Layout - AMMS.png?sv=2026-02-06&spr=https&st=2026-10-28T03%3A16%3A25Z&se=2026-10-28T04%3A16%3A25Z&sr=c&sp=r&sig=yXgRm2uVw%2F2on5GJUzOAwpczIxFnBoapuFPVbN23wS0%3D) 7. Click the **Finalize AI Minutes button** when you have finished reviewing and editing your draft minutes: ![The Finalize AI Minutes button which can be clicked to merge all AI Summaries and Discussion fields.](https://cdn.us.document360.io/17dc564a-8310-4f61-b929-1bd73b36e158/Images/Documentation/Finalize AI Minutes - AMMS.png?sv=2026-02-06&spr=https&st=2026-10-28T03%3A16%3A25Z&se=2026-10-28T04%3A16%3A25Z&sr=c&sp=r&sig=yXgRm2uVw%2F2on5GJUzOAwpczIxFnBoapuFPVbN23wS0%3D) 8. Click the **Finalize button** on the pop-up that appears to merge all AI summaries and discussion fields: ![The Finalize button on the Finalize AI Minutes modal.](https://cdn.us.document360.io/17dc564a-8310-4f61-b929-1bd73b36e158/Images/Documentation/Finalize%20AI%20Minutes%20Modal%20Finalize%20Button%20-%20AMMS.png?sv=2026-02-06&spr=https&st=2026-10-28T03%3A16%3A25Z&se=2026-10-28T04%3A16%3A25Z&sr=c&sp=r&sig=yXgRm2uVw%2F2on5GJUzOAwpczIxFnBoapuFPVbN23wS0%3D) 9. Navigate to the **View menu** and select the **Minutes Preview option** from the dropdown list: ![The View menu with the Minutes Preview option highlighted.](https://cdn.us.document360.io/17dc564a-8310-4f61-b929-1bd73b36e158/Images/Documentation/View%20Menu%20Minutes%20Preview%20AI%20-%20AMMS.png?sv=2026-02-06&spr=https&st=2026-10-28T03%3A16%3A25Z&se=2026-10-28T04%3A16%3A25Z&sr=c&sp=r&sig=yXgRm2uVw%2F2on5GJUzOAwpczIxFnBoapuFPVbN23wS0%3D) 10. Review the **PDF preview** of your minutes draft: ![An example AI Minutes Preview.](https://cdn.us.document360.io/17dc564a-8310-4f61-b929-1bd73b36e158/Images/Documentation/AI%20Minutes%20Preview%20-%20AMMS.png?sv=2026-02-06&spr=https&st=2026-10-28T03%3A16%3A25Z&se=2026-10-28T04%3A16%3A25Z&sr=c&sp=r&sig=yXgRm2uVw%2F2on5GJUzOAwpczIxFnBoapuFPVbN23wS0%3D) > [!WARNING] > 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. 11. Navigate to the meeting’s Agenda Files page to [generate](/meetings-select/docs/generate-or-upload-a-minutes-file#generate-a-minutes-file) the finalized minutes file; once generated, the minutes can be [published](/meetings-select/docs/publish-files-to-the-public-portal), [shared](/meetings-select/docs/email-agenda-files), or [added to a future agenda packet](/meetings-select/docs/add-attachments-to-agenda-items) Artificial Intelligence Portable Document Format. ## Related - [AI Generated Minutes Overview](/ai-generated-minutes-overview.md)