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How to generate your draft minutes

Turn your agenda and transcript into a first draft of your minutes in a few minutes.

Once your agenda and transcript are ready, ClerkMinutes can write a first draft of your minutes. You review it, make any changes, and approve it.

Before you start

Make sure you have:

  • At least 3 agenda items in the Agenda tab, matching what happened in the meeting.

  • A recording uploaded and transcribed in the Recording & Transcript tab.

  • Speakers assigned in the Transcript & Speakers tab. This is optional, but it makes your minutes much more accurate.

Generate your minutes

  1. Open your meeting and go to the Minutes tab.

  2. Choose a length.

  3. Choose a tone.

  4. Add custom instructions if you'd like (see "How to use custom instructions").

  5. Click Generate Draft Minutes.

Choosing a length

Length

What you get

Short

Action minutes only. The most concise option.

Medium

Minutes for each agenda item, plus motions.

Long

Detailed minutes for each agenda item, plus motions.

Choosing a tone

Pick the tone that matches how your minutes are usually written: Professional, Business Formal, Casual Language, or Official Gov Meeting.

Tip: Not happy with the first draft? Change the length, tone, or instructions and generate again. You can re-generate as many times as you need, at no extra cost.

For very long meetings, Short or Medium usually gives you a draft that's easier to review.

Need help?

Email us at [email protected].

Prefer to ask in person? Pop in during Office Hours every Thursday to ask questions, troubleshoot, or learn something new. Anyone can come, whether you're a customer or still on your free trial.

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