AI Generated Minutes can be turned on or off for each meeting type. You can also select a reference example for each meeting type. This is called Customer-Defined Style Matching. It tells AI Generated Minutes how to match your style, tone, and detail level. This article shows you how to configure AI Generated Minutes. It also shows you how to select, remove, and view a reference example.
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.
AI Generated Minutes must be configured separately for each meeting type.
Configure AI Generated Minutes for a Meeting Type
AI Generated Minutes can be enabled or disabled for each meeting type.
Sign in to the system if you have not already
Navigate to the User Menu, then select the Settings option:
Click the Meetings tile:
Select the Meeting Types tile in the Meetings section:
Click the Edit button (purple pencil icon) for the desired Meeting Type:
Navigate to the View menu and select the Minutes option in the dropdown list:
Navigate to the AI Minutes section and check or uncheck the Enable AI Generated Minutes checkbox to indicate whether the feature should be enabled or disabled for the meeting type:
Click the Save Changes button to save your changes and remain on the Minutes page, or click the Save and Exit button to save your changes and return to the Meeting Types page:
AI Generated Minutes have been configured for the selected meeting type
Select or Remove a Meeting Type’s AI Reference Example
You can select a published minutes example to use as an AI reference for each meeting type. The reference example tells AI Generated Minutes how to match your style, tone, and detail level, but the content always comes from the meeting you’re generating minutes for. What matters most is how many specific facts the example captures, not how long it is.
If your reference example names public commenters and lists their specific concerns, your summaries will include more attributed detail, such as who spoke, where they’re from, and what they asked for. If it condenses each item to a short line with no names, your summaries will be briefer and focus on outcomes. Either way, summaries stay concise and cover the same agenda items.
Choose a published set of minutes from the same meeting type that reads the way you want future minutes to read.
Important Note:
Only one AI reference example can be selected for a meeting type, but the reference example can be changed at any time by clearing the active reference and selecting a new one.
Sign in to your solution if you have not already
Navigate to the Meetings module:
Select the agenda with the minutes you want to use as a reference example for its associated meeting type:
Click the Go to Minutes button:
Navigate to the View menu and select the Minutes Summary option in the dropdown list:
Click the Reference for AI button to select or deselect the Minutes as a reference example:
Notes:
The “Reference for AI” button will appear gray and white when it is unselected, and green and white when it is selected.
You can only select one reference example for each meeting type. If an example has already been selected for the meeting type associated with the minutes, you will see a “Sorry, something went wrong!” error message. You will need to navigate to the existing minutes reference and unselect its Reference for AI button, then select the new example you want to use. See the View a Meeting Type's Active AI Reference Example section for instructions on how to view and access the meeting type’s current reference example.
The selected Minutes have been selected or removed as an AI reference for its associated meeting type
View a Meeting Type’s Active AI Reference Example
Learn how to view what meeting minutes have been selected as the AI reference example for a meeting type.
Sign in to the system if you have not already
Navigate to the User Menu, then select the Settings option:
Click the Meetings tile:
Select the Meeting Types tile in the Meetings section:
Click the Edit button (purple pencil icon) for the desired Meeting Type:
Navigate to the View menu and select the Minutes option in the dropdown list:
Navigate to the AI Minutes section:
The Minutes References table lists the agenda that is the current minutes reference; click the agenda name to jump to the Minutes Summary page, where you can view it or unselect it as the current reference example, if desired:
