Meeting Minutes Guide

 

Background

The AGI Virtual Assistant can generate detailed meeting minutes with the click of a button.

AGI uses a template and tags to place the content in Microsoft Word format.

You can design your template and add the tags at the relevant places in the document to map the location of each insight or info.

AGI supports having multiple meeting minutes templates

 

Below is a screenshot of a sample default template the comes with AGI:

Tags

Custom templates must use these tags to get the necessary information, although they may use any one they need and not all of them.

Body

  • MeetingTitle - Title of the meeting

  • MeetingHost - The host of the meeting

  • MeetingStartTimeDate - Date of the meeting

  • MeetingDuration - The duration of the meeting

  • MeetingStartTime - Meeting start time

  • MeetingParticipants - All of the meeting participants, both attendant and absent

  • MeetingAgenda - Inject the meeting agenda as it was written in the AGI Agenda tab. If the agenda field is empty, a placeholder is injected instead: “Please fill out the Meeting Agenda field in the Agenda tab in your AGI meeting page

  • MeetingSummaryShort - Inject the short AI summary.

  • MeetingDecisions - Inject the meeting decisions as it was written in the AGI Decisions tab. If the decisions field is empty, a placeholder is injected instead: “Please fill out the Meeting Decision field in the Decisions tab in your AGI meeting page

  • MeetingNotes - Inject the meeting notes as it was written in the AGI Notes tab. If the notes field is empty, a placeholder is injected instead: “Please fill out the Meeting Notes field in the Notes tab in your AGI meeting page

  • Action Items - Inject the approved tasks - see details below

  • Recurring Action Items - Allows maintaining a live document of all tasks created. It brings all open tasks from previous meetings and indicates the meeting it was detected in for each task.

Action Items

Action Items are injected according to the approved tasks in the Action Items tab. AGI will add as many rows as needed to include all approved tasks when generated.

Managing Templates

We provide a template that the user can choose from, and we also provide the option to view, upload, edit, and delete templates.