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Agenda Item Meeting Minutes

Create minutes for individual agenda items and share with external stakeholders

When special attendees, guest presenters or external users are involved in your meeting and are only relevant to specific agenda items, you now have the ability to create and share tailored meeting minutes with them. These "Agenda Item Minutes" focus exclusively on the summary, tasks and decisions related to the chosen agenda items.

Agenda Item Minutes do not require Decisions AI, and work with both AI Minutes and merged (normal) minutes.

Creating Agenda Item Minutes

  • Create Meeting Minutes in Word or OneNote as you normally would, finalizing the document merge.
    • Add minutes/summary and optionally add tasks and decisions.
  • Initiate Agenda Item Minutes.
    • Word & OneNote: Select "Item minutes sharing" from the Minutes Tile in the Decisions agenda view.



    • Word Option 2: On the side-panel/Decisions Documents Manager, select "Create PDF" under "Finalize." Then select "Share agenda item minutes."

      Agenda Item Minutes Creation - Decisions Document Manager
      Agenda Item Minutes Sharing - Decisions Document Manager
  • Follow the steps that appear to create and share Agenda Item Minutes.
    • Select one or more items.
    • View/edit content.
    • Share with chosen people, notifying via Teams or email.





  • Once shared, links to the Agenda Item Minutes will be sent to the individuals that have been granted access, and they will be able to view the full item minutes PDF.