Meeting minutes are the official record of discussions, decisions, motions, and action items from a meeting. In OnBoard, attendees can access meeting minutes in several ways, depending on their permissions and how their organization stores meeting records.
You can access meeting minutes:
Access Meeting Minutes with AI Assist
What is AI Assist and how does it help with meeting minutes?
AI Assist is an in-app assistant that lets you use natural, conversational prompts to quickly find information in OnBoard, including approved meeting minutes and the content recorded within them.
| NOTE: AI Assist access to meeting minutes is not available in all plans. Contact your Administrator if you are not sure whether your organization has it. |
How Do I Open AI Assist?
- Type your question in the Ask about meetings & materials bar.
- Or, open AI Assist using the AI Assist floating button in the bottom-right corner of the page, or from the navigation menu.
- Type your question and press Enter.
- Select a result to open the minutes directly.
What Can I Ask About Meeting Minutes?
Use AI Assist to quickly find minutes, review discussions and decisions, or identify trends across meetings.
Examples:
- "Show me the approved minutes from the last Finance Committee meeting."
- "Summarize the key decisions in the March Board meeting minutes."
- "List the action items assigned in the last three Audit Committee meetings."
- "Who was recorded as present at the most recent Governance Committee meeting?"
Tip: Include a timeframe and the exact committee name in your question to help AI Assist return more relevant results. |
What Minutes Can AI Assist Access?
AI Assist can only access meeting minutes that you already have permission to view.
Specifically:
- Only published minutes are available. Draft minutes are not returned.
- Organization permissions are respected.
Viewing Meeting Minutes From the Meeting
How Do I View Meeting Minutes From the Meeting?
As a Meeting Attendee, you can access minutes created by the Meeting Admin directly from the meeting page.
Steps:
- Navigate to the Meeting List in OnBoard.
- Select the meeting you attended.
- Click Open Minutes to view the minutes available to your permission level.
Can I Download the Minutes?
If your Admin has granted download permissions, there are a couple of ways to download Minutes on Web or Mobile/Tablet.
| NOTE: Users are not currently able to download Linked minutes. |
On Web:
-
Downloads
- Select Downloads on the meeting's Details page.
- From the list of materials Available for Download, select Meeting Minutes .
- Minutes downloaded in this way are PDF only.
-
Open Minutes
- Select the Open Minutes button on the meeting's Details page.
- From the Minutes page, select the Download dropdown in the top right of the page.
- Choose between Download PDF or Download Word Document
On Tablet and Mobile:
- From any tab within a Meeting's page, select the Share
icon in the top right.
- Select Export Minutes from the dropdown options.
- Choose between Export (PDF) and Export (Word).
| NOTE: Linked or uploaded minutes are not currently viewable on mobile applications, but will be in a future update. |
| NOTE: Updates made by Admins to the Meeting Minutes will not show up on downloaded versions. As a best practice, view the minutes within OnBoard. |
Viewing Meeting Minutes From the Resource Library
How Do I View Meeting Minutes From the Resource Library?
Your administrator may also store meeting minutes in the Resource Library for easy access.
Steps:
- Go to Resources from the main navigation menu.
- Locate the folder specified by your administrator.
| Note: Folder names and locations vary by organization. |
FAQs
Do I need special permissions to view meeting minutes?
- No, all attendees can view minutes shared by the Meeting Admin. However, downloading or exporting requires additional permissions set by the Admin.
Why can’t I find the minutes in the Resource Library?
- The Resource Library location depends on your administrator’s setup. Contact your Admin if you cannot locate the folder.
Why doesn't AI Assist return minutes for a meeting I attended?
- The most common reasons are that the minutes are still in draft, the minutes are not shared with your permission level, or your organization's plan does not include AI Assist access to minutes.
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