Meeting Minutes
      Back to home
      1. Help Center
      2. Features
      3. Meeting Minutes

      Meeting minutes for guest presenters

      Create and share meeting minutes for individual agenda items

      When guest presenters are involved in your meeting and present one or more agenda items, you now have the ability to create and share tailored meeting minutes with them. These guest presenter minutes focus exclusively on the summary, tasks, and decisions relevant to the specific agenda item they addressed.

      Minutes for guest presenters requires Decisions AI to be enabled, but can be used in combination with both AI Minutes and merged (normal) minutes.

      Creating meeting minutes for guest presenters

      • Create/have an agenda with at least one guest presenter.
      • Create Meeting Minutes (In Word or OneNote) in the normal manner.
        • Adding minutes/summary and optionally tasks and decisions.
      • Finalize the Meeting Minutes by creating the PDF version:
        • Word side-panel/Decisions Documents Manager:
        • OneNote: Select "Share" from the Minutes Tile, then click "Yes" to convert to PDF.
      • On the hamburger menu (3-line menu top right), you will now see “Guest Presenter Minutes (Preview)”.


      • Follow the steps to create and share guest presenter minutes.
        • Select agenda item.
        • View/edit content.
        • Share with guest presenters, notifying via teams or mail.
      • Once completed, the guest presenter minutes will be added to the agenda item as a PDF attachment.

      Note
      The meeting minutes for guest presenters 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.