--- title: "Review and Edit an AI Minutes Draft" slug: "review-and-edit-an-ai-minutes-draft" description: "Review and edit AI Generated Minutes by reassigning or deleting summaries, refining discussion text, then generating and publishing meeting minutes." status: "new" updated: 2026-10-22T12:37:24Z published: 2026-10-22T12:37:24Z canonical: "www.civicplus.help/review-and-edit-an-ai-minutes-draft" --- > ## 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. # Review and Edit an AI Minutes Draft AI Generated Minutes gives you a first draft of your meeting minutes. It combines your own [discussion notes](/meetings-select/docs/create-meeting-minutes#add-discussion-text-to-sections-and-items) with AI-generated summaries in a dedicated AI Minutes view. This article walks you through reviewing the AI summaries and discussion text. It shows how to move, edit, and delete entries before you finalize and publish your minutes. > [!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 reviewing and editing an AI Minutes draft that's already been created. To generate summaries first, see the [Generate AI Minutes Summaries article](/meetings-select/docs/generate-ai-minutes-summaries). ## Instructions [Embedded content](https://www.iorad.com/player/2782135/Meetings-Select--Review-and-Edit-an-AI-Minutes-Draft-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%3A35Z&se=2026-10-28T04%3A16%3A35Z&sr=c&sp=r&sig=TPiRtmOLRM4npOblRkgTs4qUFjD%2BSpWpSI0RP84Eru4%3D) 3. Select the **agenda** that has the AI summaries you want to review and edit: ![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%3A35Z&se=2026-10-28T04%3A16%3A35Z&sr=c&sp=r&sig=TPiRtmOLRM4npOblRkgTs4qUFjD%2BSpWpSI0RP84Eru4%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%3A35Z&se=2026-10-28T04%3A16%3A35Z&sr=c&sp=r&sig=TPiRtmOLRM4npOblRkgTs4qUFjD%2BSpWpSI0RP84Eru4%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%3A35Z&se=2026-10-28T04%3A16%3A35Z&sr=c&sp=r&sig=TPiRtmOLRM4npOblRkgTs4qUFjD%2BSpWpSI0RP84Eru4%3D) 6. You will be directed to the **AI Minutes page** for the selected meeting: ![An example AI Minutes view with draft minutes.](https://cdn.us.document360.io/17dc564a-8310-4f61-b929-1bd73b36e158/Images/Documentation/AI%20Minutes%20View%20-%20AMMS.png?sv=2026-02-06&spr=https&st=2026-10-28T03%3A16%3A35Z&se=2026-10-28T04%3A16%3A35Z&sr=c&sp=r&sig=TPiRtmOLRM4npOblRkgTs4qUFjD%2BSpWpSI0RP84Eru4%3D) 7. Check the draft minutes **status banner** to confirm the AI summaries are ready: ![A Discussion summaries have been generated with AI banner on the AI Minutes view.](https://cdn.us.document360.io/17dc564a-8310-4f61-b929-1bd73b36e158/Images/Documentation/Discussion%20Summaries%20Generated%20Banner%20-%20AMMS.png?sv=2026-02-06&spr=https&st=2026-10-28T03%3A16%3A35Z&se=2026-10-28T04%3A16%3A35Z&sr=c&sp=r&sig=TPiRtmOLRM4npOblRkgTs4qUFjD%2BSpWpSI0RP84Eru4%3D) > [!NOTE] > Important Notes: > > - The status banner shows the current state of the summary generation process. If the summaries are not ready, the process may still be running, or an error may have occurred. See the [AI Summary Generation Status Banner article](/meetings-select/docs/ai-summary-generation-status-banners) to learn what each banner means. For instructions on how to start or restart the generation process, see the [Generate AI Minutes Summaries article](/meetings-select/docs/generate-ai-minutes-summaries). > - If you need to regenerate the AI summaries at any time, click the **Regenerate button**. 8. Scroll through the **main panel** to view sections, items, AI summaries, and [discussion text](/meetings-select/docs/create-meeting-minutes#add-discussion-text-to-sections-and-items); or click an option in the **sidebar Agenda** to jump to it: ![The two-panel AI Minutes view layout.](https://cdn.us.document360.io/17dc564a-8310-4f61-b929-1bd73b36e158/Images/Documentation/AI%20Minutes%20Layout%20-%20AMMS.png?sv=2026-02-06&spr=https&st=2026-10-28T03%3A16%3A35Z&se=2026-10-28T04%3A16%3A35Z&sr=c&sp=r&sig=TPiRtmOLRM4npOblRkgTs4qUFjD%2BSpWpSI0RP84Eru4%3D) > [!WARNING] > Note: > > When the event has a recording and [on-demand](/meetings-select/docs/add-media-timestamps-on-demand) or [auto timestamps](/meetings-select/docs/activate-auto-timestamps) have been applied, clicking a section or item in the sidebar also jumps the recording to that point, not just the panel. 9. **Reorder or reassign** any AI summaries that are in the wrong place, as needed: ![Example sections and items in the AI Minutes view.](https://cdn.us.document360.io/17dc564a-8310-4f61-b929-1bd73b36e158/Images/Documentation/AI Minutes Sections and Items - AMMS.png?sv=2026-02-06&spr=https&st=2026-10-28T03%3A16%3A35Z&se=2026-10-28T04%3A16%3A35Z&sr=c&sp=r&sig=TPiRtmOLRM4npOblRkgTs4qUFjD%2BSpWpSI0RP84Eru4%3D) > [!NOTE] > Important Note: > > It is possible that meeting conversations cannot be confidently mapped to agenda sections and items. These appear as unmatched conversations so they can be reviewed and assigned to a section or item rather than dropped. When unmatched conversations exist, an **Unmatched Conversation button** is displayed. You can click the button to open the Assign unmatched conversations window. > > ![The AI Minutes workspace showing AI Minutes controls and an unmatched conversation requiring review.](https://cdn.us.document360.io/17dc564a-8310-4f61-b929-1bd73b36e158/Images/Documentation/Unmatched%20Conversation%20Button%20-%20AMMS.png?sv=2026-02-06&spr=https&st=2026-10-28T03%3A16%3A35Z&se=2026-10-28T04%3A16%3A35Z&sr=c&sp=r&sig=TPiRtmOLRM4npOblRkgTs4qUFjD%2BSpWpSI0RP84Eru4%3D) > > In this window, you can: > > - Review the transcript segment > - Assign it to the correct section or item > - Dismiss it if it should not be included in the official record > > ![Dialog for assigning an unmatched conversation to an agenda item or section.](https://cdn.us.document360.io/17dc564a-8310-4f61-b929-1bd73b36e158/Images/Documentation/Assign%20Unmatched%20Conversations%20Modal%20-%20AMMS.png?sv=2026-02-06&spr=https&st=2026-10-28T03%3A16%3A35Z&se=2026-10-28T04%3A16%3A35Z&sr=c&sp=r&sig=TPiRtmOLRM4npOblRkgTs4qUFjD%2BSpWpSI0RP84Eru4%3D) > > This workflow helps ensure substantive content is surfaced for human review even when the system cannot place it automatically. 1. **Drag and drop** AI summary cards to reorder content where supported: ![An example AI summary being dragged and dropped into place.](https://cdn.us.document360.io/17dc564a-8310-4f61-b929-1bd73b36e158/Images/Documentation/AI%20Summary%20Drag%20and%20Drop%20-%20AMMS.png?sv=2026-02-06&spr=https&st=2026-10-28T03%3A16%3A35Z&se=2026-10-28T04%3A16%3A35Z&sr=c&sp=r&sig=TPiRtmOLRM4npOblRkgTs4qUFjD%2BSpWpSI0RP84Eru4%3D) 2. Or click an AI summary card’s **Reassign tool** (up and down arrows icon) to move the summary to a different agenda item, if needed: ![The Reassign icon for an example AI summary.](https://cdn.us.document360.io/17dc564a-8310-4f61-b929-1bd73b36e158/Images/Documentation/AI%20Summary%20Reassign%20-%20AMMS.png?sv=2026-02-06&spr=https&st=2026-10-28T03%3A16%3A35Z&se=2026-10-28T04%3A16%3A35Z&sr=c&sp=r&sig=TPiRtmOLRM4npOblRkgTs4qUFjD%2BSpWpSI0RP84Eru4%3D) 1. In the Reassign AI summary pop-up that appears, click the **Reassign to dropdown** and select the **section** or **item** the AI summary should belong to: ![The Reassign dropdown on the Reassign AI summary modal.](https://cdn.us.document360.io/17dc564a-8310-4f61-b929-1bd73b36e158/Images/Documentation/Reassign%20AI%20Summary%20Dropdown%20-%20AMMS.png?sv=2026-02-06&spr=https&st=2026-10-28T03%3A16%3A35Z&se=2026-10-28T04%3A16%3A35Z&sr=c&sp=r&sig=TPiRtmOLRM4npOblRkgTs4qUFjD%2BSpWpSI0RP84Eru4%3D) 2. Click the **Reassign button**: ![The Reassign button on the Reassign AI summary modal.](https://cdn.us.document360.io/17dc564a-8310-4f61-b929-1bd73b36e158/Images/Documentation/Reassign%20AI%20Summary%20Button%20-%20AMMS.png?sv=2026-02-06&spr=https&st=2026-10-28T03%3A16%3A35Z&se=2026-10-28T04%3A16%3A35Z&sr=c&sp=r&sig=TPiRtmOLRM4npOblRkgTs4qUFjD%2BSpWpSI0RP84Eru4%3D) 10. Click inside an **AI summary or discussion card** to edit the minutes text as needed: ![Example sections and items in the AI Minutes view.](https://cdn.us.document360.io/17dc564a-8310-4f61-b929-1bd73b36e158/Images/Documentation/AI Minutes Sections and Items - AMMS.png?sv=2026-02-06&spr=https&st=2026-10-28T03%3A16%3A35Z&se=2026-10-28T04%3A16%3A35Z&sr=c&sp=r&sig=TPiRtmOLRM4npOblRkgTs4qUFjD%2BSpWpSI0RP84Eru4%3D) 1. Use the **text field** to add, edit, or remove content from the AI summary and discussion text: ![The AI Summary and Discussion text field.](https://cdn.us.document360.io/17dc564a-8310-4f61-b929-1bd73b36e158/Images/Documentation/AI%20Summary%20and%20Discussion%20Editor%20Text%20-%20AMMS.png?sv=2026-02-06&spr=https&st=2026-10-28T03%3A16%3A35Z&se=2026-10-28T04%3A16%3A35Z&sr=c&sp=r&sig=TPiRtmOLRM4npOblRkgTs4qUFjD%2BSpWpSI0RP84Eru4%3D) 2. Use the [text formatting](/meetings-select/docs/use-text-formatting) and [paragraph formatting tools](/meetings-select/docs/use-paragraph-formatting) to edit the look of the AI summary and discussion text, if desired: ![The AI Summary and Discussion text and paragraph formatting tools.](https://cdn.us.document360.io/17dc564a-8310-4f61-b929-1bd73b36e158/Images/Documentation/AI%20Summary%20and%20Discussion%20Editor%20Tools%20-%20AMMS.png?sv=2026-02-06&spr=https&st=2026-10-28T03%3A16%3A35Z&se=2026-10-28T04%3A16%3A35Z&sr=c&sp=r&sig=TPiRtmOLRM4npOblRkgTs4qUFjD%2BSpWpSI0RP84Eru4%3D) 3. Click the **Reset Changes button** (left arrow icon) to restore the AI summary or discussion card to its original content, if needed: ![The Reset changes button for an example AI summary card.](https://cdn.us.document360.io/17dc564a-8310-4f61-b929-1bd73b36e158/Images/Documentation/AI%20Summary%20Reset%20Changes%20-%20AMMS.png?sv=2026-02-06&spr=https&st=2026-10-28T03%3A16%3A35Z&se=2026-10-28T04%3A16%3A35Z&sr=c&sp=r&sig=TPiRtmOLRM4npOblRkgTs4qUFjD%2BSpWpSI0RP84Eru4%3D) 4. Click the **Confirm button** to save any edits and consolidate the generated AI summary and discussion field to create one unified editable block for the item: ![The AI Summary and Discussion Confirm button.](https://cdn.us.document360.io/17dc564a-8310-4f61-b929-1bd73b36e158/Images/Documentation/AI%20Summary%20and%20Discussion%20Editor%20Confirm%20-%20AMMS.png?sv=2026-02-06&spr=https&st=2026-10-28T03%3A16%3A35Z&se=2026-10-28T04%3A16%3A35Z&sr=c&sp=r&sig=TPiRtmOLRM4npOblRkgTs4qUFjD%2BSpWpSI0RP84Eru4%3D) > [!WARNING] > Notes: > > - You can also click the **Edit discussion button** (pencil icon) next to a section or item name to open the text editor: > > ![The Edit discussion button for an example section.](https://cdn.us.document360.io/17dc564a-8310-4f61-b929-1bd73b36e158/Images/Documentation/AI%20Minutes%20Edit%20Discussion%20-%20AMMS.png?sv=2026-02-06&spr=https&st=2026-10-28T03%3A16%3A35Z&se=2026-10-28T04%3A16%3A35Z&sr=c&sp=r&sig=TPiRtmOLRM4npOblRkgTs4qUFjD%2BSpWpSI0RP84Eru4%3D) > - When there are no discussion notes or AI summaries provided for a section or item, you can click the **empty card** or its **Add notes button** to open a blank text editor and enter text: > > ![AI Minutes sections as they appear when there are no discussion or summary notes.](https://cdn.us.document360.io/17dc564a-8310-4f61-b929-1bd73b36e158/Images/Documentation/AI%20Minutes%20No%20Notes%20-%20AMMS.png?sv=2026-02-06&spr=https&st=2026-10-28T03%3A16%3A35Z&se=2026-10-28T04%3A16%3A35Z&sr=c&sp=r&sig=TPiRtmOLRM4npOblRkgTs4qUFjD%2BSpWpSI0RP84Eru4%3D) > - Following confirmation, users may return to the discussion field to make additional edits or changes. 11. Click the **Delete button** (trash can icon) for an AI summary card to remove it from its section or item, as desired: ![The Delete button for an example AI summary card.](https://cdn.us.document360.io/17dc564a-8310-4f61-b929-1bd73b36e158/Images/Documentation/AI%20Summary%20Delete%20-%20AMMS.png?sv=2026-02-06&spr=https&st=2026-10-28T03%3A16%3A35Z&se=2026-10-28T04%3A16%3A35Z&sr=c&sp=r&sig=TPiRtmOLRM4npOblRkgTs4qUFjD%2BSpWpSI0RP84Eru4%3D) > [!WARNING] > Note: > > You can also use the **Bulk Select tool** to delete multiple AI summary cards at once, or clear all draft summaries to start fresh. This tool is only available while minutes are in the “In Progress” draft state. It only removes AI summary cards that have not yet been consolidated. Content already merged into the discussion field, or manually added as discussion notes, is not affected, and agenda items themselves are never deleted. > > ![The AI Minutes Bulk Select button highlighted alongside event controls.](https://cdn.us.document360.io/17dc564a-8310-4f61-b929-1bd73b36e158/Images/Documentation/AI%20Minutes%20Bulk%20Select%20-%20AMMS.png?sv=2026-02-06&spr=https&st=2026-10-28T03%3A16%3A35Z&se=2026-10-28T04%3A16%3A35Z&sr=c&sp=r&sig=TPiRtmOLRM4npOblRkgTs4qUFjD%2BSpWpSI0RP84Eru4%3D) > > After clicking **Bulk Select**, check the **boxes** next to the summaries you want to remove, or click **Select All** to check every available summary across all agenda items. Click **Delete** in the toolbar to open a confirmation pop-up. > > ![An example AI summary card selection checkbox and the Bulk Select Delete button.](https://cdn.us.document360.io/17dc564a-8310-4f61-b929-1bd73b36e158/Images/Documentation/AI%20Minutes%20Bulk%20Select%20Delete%20-%20AMMS.png?sv=2026-02-06&spr=https&st=2026-10-28T03%3A16%3A35Z&se=2026-10-28T04%3A16%3A35Z&sr=c&sp=r&sig=TPiRtmOLRM4npOblRkgTs4qUFjD%2BSpWpSI0RP84Eru4%3D) > > Click **Delete** again to confirm. You can click **Cancel** at either point to back out without making changes. > > ![The Delete AI summaries confirmation dialog with the Delete button highlighted.](https://cdn.us.document360.io/17dc564a-8310-4f61-b929-1bd73b36e158/Images/Documentation/Delete%20AI%20Summaries%20Confirmation%20-%20AMMS.png?sv=2026-02-06&spr=https&st=2026-10-28T03%3A16%3A35Z&se=2026-10-28T04%3A16%3A35Z&sr=c&sp=r&sig=TPiRtmOLRM4npOblRkgTs4qUFjD%2BSpWpSI0RP84Eru4%3D) 12. Repeat **steps 8 through 11** until all AI summaries and discussion text have been reviewed and edited 13. When you are finished, [finalize your AI minutes](/meetings-select/docs/finalize-ai-generated-minutes), generate the minutes document, then publish or share it as needed Artificial Intelligence ## Related - [AI Generated Minutes Overview](/ai-generated-minutes-overview.md) - [Set Up AI Generated Minutes](/set-up-ai-generated-minutes.md) - [AI Generated Minutes Media Sources](/ai-generated-minutes-media-sources.md)