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How to edit your minutes with AI Actions

Rework one paragraph at a time without re-generating the whole document.

Want to change just one section of your minutes? AI Actions let you rework a paragraph without touching the rest.

Use AI Actions

  1. In the Minutes tab, select the paragraph or section you want to change.

  2. Click AI Actions in the popup that appears.

  3. Choose what you'd like to do:

    • Make Longer

    • Make Shorter

    • Describe Your Change

    • Rewrite in Different Style

  4. Review the suggestion.

  5. Click Accept to use it, or Discard to keep your original.

Tip: Describe Your Change is great for adding a detail you know was discussed, like "Add that the motion passed 4 to 1."

AI Actions are especially helpful for long meetings, where you can work through the minutes section by section.

You can also click into your minutes and edit the text directly at any time.

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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