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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 require Decisions AI to be enabled, but can be used in combination 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 "Guests" from the Minutes Tile in the Decisions agenda view.

      Agenda Item Minutes Creation - 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 agenda item.
    • View/edit content.
    • Share with chosen people, notifying via Teams or email.

Agenda Item Minutes - Select an Agenda ItemAgenda Item Minutes - Edit Agenda Item ContentAgenda Item Minutes - Share PDF via Teams or Email

  • Once completed, the Agenda Item Minutes will be added to the agenda item as a PDF attachment.

Note:
The Agenda Item Minutes feature is currently in preview (beta) and requires Decisions AI to be enabled. The feature still being in preview means it supports the basic flow and frequent changes/improvements are to be expected.