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Agenda-Driven Minuting

Updated over 5 months ago

Users can activate the feature for any existing or upcoming meeting by simply uploading an agenda file in PDF format.

Note: For unusual agenda formats, with unclear / unusual numbering style, it is advisable to double check the numbering displayed in the final minutes output.

For existing meeting without uploaded agenda:

In meeting page, click on Agenda tab -> Upload file in PDF format

Upon submission of the agenda file, the draft minutes will appear under the “Minutes” tab, following your desired template.

To remove the uploaded agenda, go to Meeting Information -> Click the remove button next to the agenda file name to delete.

For upcoming meeting:

Click on the meeting in the upcoming meetings panel on the right on My meetings tab. This brings up the meeting info page.

Under document upload panel, you can select agenda and upload the agenda PDF file. The minute generated after meeting would follow the agenda.

To remove the uploaded agenda, go to the same page and click on the remove button next to uploaded agenda file.

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