AI Generated Minutes creates AI summaries for each agenda section and item from a closed caption or Zoom transcript file. This article shows you how to start that process, either from the Events module or the Meetings module. Once your summaries are ready, you can review and edit them in the AI Minutes view.
Important Notes:
This feature is only available to organizations with AI Generated Minutes enabled. Contact your Customer Success Manager or Account Manager to learn more.
Before you can generate AI summaries for meetings of a given type, AI Generated Minutes must be set up for that meeting type, including enabling it and selecting a reference example.
A meeting’s agenda must already be published to the Public Portal before you can generate AI summaries for its minutes.
Generate AI Minutes Summaries from the Events Module
This section will walk you through generating AI summaries from within the Events module.
Sign in to your site if you have not already
Ensure the relevant agenda has already been published to the Public Portal
Navigate to the Events module:
Select the event that you want to generate AI summaries for:
Navigate to the View menu and select the Event Media option from the dropdown list:
Navigate to the Media File section and upload a video or audio file for the event, if desired:
Note:
A video or audio file is not required to generate AI summaries. A recording may already be listed here, either because it was saved automatically or uploaded manually.
Navigate to the Media Services section and upload a closed caption or Zoom transcript file for the event, if needed:
Important Note:
A closed caption or Zoom transcript file is required to generate AI summaries. A file may already be listed here, either because it was saved automatically or uploaded manually. If one is not already present, upload a file before continuing.
Click the Generate AI Summaries button (sparkles icon) to have the system start generating your AI summaries:
The AI Summary Generation process will begin
Notes:
The AI Summary Generation process can take 2 to 5 minutes for every 60 minutes of meeting length.
If you need to regenerate AI summaries for any reason, click the Regenerate AI Summaries button. This replaces all current AI summaries for the event. You can also do this from the AI Minutes view. Results can vary from one generation to the next, so always review and edit summaries before finalizing.
Navigate to the Meetings module and open the AI Minutes view for the event to begin reviewing and editing your minutes draft
Generate AI Minutes Summaries from the Meetings Module
This section walks you through generating AI summaries from within the Meetings module. Along the way, you’ll encounter one of two banners depending on whether a closed caption or Zoom transcript file already exists for the meeting, each leading to a different path to get your summaries generated.
Sign in to your site if you have not already
Ensure the relevant agenda has already been published to the Public Portal
Navigate to the Meetings module:
Select the agenda that you want to generate AI summaries for:
Click the Go to Minutes button:
Navigate to the View menu and select the AI Minutes option from the dropdown list:
You will be directed to the AI Minutes view for the selected meeting:
Important Note:
What you see on screen depends on whether a closed caption or Zoom transcript file already exists for the meeting. If one is available, a banner lets you generate AI summaries right away, covered in step 8. If one isn’t available yet, a different banner directs you to add a media source first, covered in step 9.
If a closed caption or Zoom transcript file is already available for the meeting, you will see a Create AI discussion summaries banner; click the Create AI summaries button on the banner to start generating your AI summaries:
The AI Summary Generation process will begin:
Note:
The AI Summary Generation process can take 2 to 5 minutes for every 60 minutes of meeting length.
When the AI Summary Generation is complete, click the Refresh to show summaries button on the AI summaries created banner to insert the summaries into your minutes draft:
You can begin reviewing and editing your minutes draft
If a closed caption or Zoom transcript file is not yet available, you will see a Caption file not uploaded banner; click the Media Source button on the banner to add a media source:
On the meeting’s Event Media view, navigate to the Media File section and upload a video or audio file for the meeting, if desired:
Note:
A video or audio file is not required to generate AI summaries. A recording may already be listed here, either because it was saved automatically or uploaded manually.
Navigate to the Media Services section and upload a Closed Caption or Zoom transcript file for the meeting, if needed:
Important Note:
A closed caption or Zoom transcript file is required to generate AI summaries. A file may already be listed here, either because it was saved automatically or uploaded manually. If one is not already present, upload a file before continuing.
Click the Generate AI Summaries button (sparkles icon) to have the system start generating your AI summaries:
The AI Summary Generation process will begin
Notes:
The AI Summary Generation process can take 2 to 5 minutes for every 60 minutes of meeting length.
If you need to regenerate AI summaries for any reason, click the Regenerate AI Summaries button. This replaces all current AI summaries for the event. You can also do this from the AI Minutes view. Results can vary from one generation to the next, so always review and edit summaries before finalizing.
Navigate back to the Meetings module and open the AI Minutes view for the event to begin reviewing and editing your minutes draft