Generate Meeting Minutes in Boardable Video

In This Article

Before You Begin
Generate Minutes

Before You Begin

Auto Minutes uses your Boardable Video meeting summary to create a draft of your meeting minutes. Review and edit the draft before publishing it.

This feature is included with the Professional service level and is not available with Essentials. Your organization must enable both transcripts and AI in organization settings. This setting applies to all meetings; it cannot be enabled for individual meetings.

Prerequisites

• You must be an organization admin, meeting creator or owner, or meeting collaborator or admin.
• Transcripts and AI must be enabled in organization settings.
• The meeting’s scheduled end time must have passed, and all participants must have left the Boardable Video session.
• The meeting must have a summary.

Generate Minutes

1. Open the meeting page.
2. Click Minutes.
3. Select the Auto Minutes tab. A draft is created automatically when you open the tab.
   • The draft includes the meeting title, meeting details, discussion topics, action items, and next steps.
   • Speaker names and people responsible for action items appear in bold, where included.
4. Review the generated draft.
5. Click Editor.
6. Select Start from Auto Minutes to copy the draft into the minutes editor.
7. Edit and format the minutes, then publish them when ready.

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