Many clerks spend hours fixing every line of the transcript before they generate minutes. You don't have to. ClerkMinutes uses your recording, transcript, and agenda together when it writes your minutes, so a few mistakes in the transcript don't have to slow you down.
Tip 1: Generate first, fix later
Follow the simple flow: add your agenda, upload your recording, and generate your minutes. Skip naming every speaker and correcting every line. Then review the minutes, which is much faster than reviewing the whole transcript.
Tip 2: Help ClerkMinutes recognize voices
Start each meeting with a roll call, read out loud.
Ask speakers to say their name before they speak, when you can.
Keep each department's member list up to date. See "How to add team members".
Tip 3: Use custom instructions for anything that repeats
If you make the same fix every meeting, tell ClerkMinutes once. Custom instructions are saved for each department, so they're ready for the next meeting.
"Always spell the Mayor's name as Hughson."
"Use full titles for all board members."
"Use fewer bullet points and write in paragraphs."
See "How to use custom instructions".
Tip 4: Use AI Actions for one section
Select just the paragraph you want to change, click AI Actions, and choose Make Longer, Make Shorter, or Describe Your Change. The rest of your minutes stays as it is. See "How to edit your minutes with AI Actions".
Tip 5: Ask the chat
The chat on the right side of your meeting (beta) can answer questions about the recording, transcript, agenda, and minutes. Try:
"What did the Mayor say about the budget? Give me the exact quote."
"List the action items from this meeting."
"Rename Mayor Amy to Amy Moresco throughout the minutes."
Copy what you need straight into your minutes.
Tip 6: For detailed layouts, finish in Word
If your minutes need a very specific layout, like tables, signature blocks, or a fixed template, let ClerkMinutes write the content. Then download your minutes as a Word document and paste them into your template.
Which tip to use when
If this happens | Try this |
Speakers are wrong or missing | Generate anyway, then rename them with the chat or a custom instruction (Tips 1, 3, 5) |
One person shows up as several speakers | Generate anyway, then rename them in the minutes (Tips 1, 5) |
A name is misspelled every meeting | Add a custom instruction (Tip 3) |
Titles are missing or in the wrong order | Add a custom instruction (Tip 3) |
A section is too long or too short | Use AI Actions on that section (Tip 4) |
An important detail is missing | Ask the chat for the exact quote and paste it in, or use Describe Your Change (Tips 4, 5) |
You need a list of action items | Ask the chat (Tip 5) |
The style or format isn't right | Add a custom instruction, or finish in Word (Tips 3, 6) |
Need help?
These tips are covered live at Office Hours, so it's a great place to try them on your own meeting. You can also email [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.