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AI Minutes: Overview

Generate a structured first draft of your meeting minutes using BoardPro AI

Written by Mike Patterson

AI Minutes is available on the Premium and Ultimate plans.

What AI Minutes does

AI Minutes uses your meeting transcript to generate a structured draft of your meeting minutes.

After you upload a transcript from your video conferencing platform, BoardPro maps the discussion against your published agenda and generates:

  • Discussion notes

  • Actions with owners and due dates

  • Decisions, where applicable

The generated minutes are a starting point. Review, edit, and publish them in the standard BoardPro minutes editor.

Before you begin

Before generating AI Minutes, ensure that:

  • BoardPro AI is enabled for your organisation.

  • The meeting has been created in BoardPro with a published agenda.

  • You have a transcript file from your meeting.

Note:

BoardPro does not record meetings. Record your meeting using your preferred conferencing platform and upload the transcript once the meeting has finished.

Generate AI Minutes

  1. Record your meeting using your preferred conferencing platform.

  2. Download the meeting transcript.

  3. Open your meeting in BoardPro and begin taking minutes.

  4. Select Import Transcript.

  5. Upload one or more transcript files.

  6. Wait while BoardPro generates your draft minutes.

  7. Review, edit, and publish the minutes.

What AI Minutes generates

For each agenda item discussed during the meeting, AI Minutes can generate:

  • Discussion notes

  • Actions with owners and due dates

  • Decisions, including movers and seconders where available

Note:

If an agenda item was not discussed during the meeting, no minutes are generated for that item.

How Action owners are assigned

AI Minutes assigns Action owners in the following order:

  1. A participant named in the transcript.

  2. The agenda item's presenter.

  3. The meeting administrator.

Note:

If your transcript uses generic speaker labels such as "Speaker 1" rather than participant names, AI Minutes cannot accurately identify owners and will assign the Action to the presenter or meeting administrator instead.

Choose your minute-taking style

You can customise how AI Minutes generates your minutes from Settings > BoardPro AI.

Available options include:

  • Concise

  • Detailed

  • Use previous minutes (recommended)

  • Custom prompt

Note:

Some options are coming soon.

Improve the quality of generated minutes

For the best results:

  • Attach relevant board papers to agenda items.

  • Use transcripts that identify participants by name.

  • Upload every transcript file if your meeting recording is split across multiple files.

Review before publishing

AI Minutes generates a draft to help you prepare your minutes more quickly.

Always review every note, Action, decision, owner, due date, and resolution before publishing to ensure the minutes accurately reflect the meeting.

Privacy and security

Uploaded transcript files are automatically deleted once processing has finished.

BoardPro AI uses Azure OpenAI under enterprise terms that ensure your organisation's data is not used to train, retrain, or fine-tune third-party AI models.

AI Minutes only accesses content that users already have permission to view.

Related:

BoardPro AI Minutes FAQ's

Getting a high quality transscript for AI Minutes

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