Draft an Agenda With AI

In This Article

Before You Begin
Create an AI-Powered Draft
Review and Apply the Draft
Edit the Agenda

Before You Begin

AI-powered agenda drafting helps you quickly create a starting point for your meeting. Use the conversational AI interface to generate an agenda from:

• A written prompt
• An uploaded file
• A previous meeting
• An agenda template

AI-powered agenda drafting is available on Pro Plus plans and requires the agenda builder.

Important: You can preview and revise the AI-generated draft before applying it. After you apply the draft to your agenda, you cannot return to the AI conversation or use it to make additional changes.

Create an AI-Powered Draft

1. Create an agenda in the agenda builder.
2. Select the option to draft your agenda with AI.
3. Choose how you want to begin:
   • Start from scratch
   • Upload a file
   • Use a previous meeting
   • Use a template
4. Enter your instructions or select the content you want the AI to use.
5. Answer any follow-up questions from the AI.

The AI may ask how you want to handle details such as meeting length or source material that exceeds the available time.

Review and Apply the Draft

1. Review the suggested agenda in the preview.
2. Continue the conversation to request changes, if needed.
3. Confirm that the agenda includes the correct topics, timing, and details.
4. Select Apply to agenda when you are satisfied with the draft.

Your AI-generated content will be added to the agenda builder.

Edit the Agenda

After applying the draft, you can use the agenda builder to:

• Add or remove agenda items
• Edit item details
• Reorder items
• Adjust timing
• Add presenters or attachments

You cannot reopen the AI drafting session after selecting Apply to agenda. Complete any AI-assisted revisions before applying the draft.

Questions? Contact your CSM or write to the Support team at support@boardable.com