Agenda AI makes it easy to generate a tailored meeting agenda using written prompts, an uploaded document, or a combination of both. The more context you provide the more accurate and detailed your draft agenda will be.

Meeting Admins and Contributors can access the Agenda AI agenda builder by selecting Edit Agenda or the Agenda Tab on the Meeting Details page. 

Note: Agenda AI replaces the previous Import Agenda feature. Once Agenda AI is enabled for your organization, the Import Agenda option will no longer be available.

Generating an Agenda from Text Prompts

To get started, use the text field to outline the details of your meeting agenda. The more context you provide, the more tailored and accurate the draft agenda will be. There is no character limit, so feel free to be as detailed as needed. Once you've entered your prompts, click Generate Agenda, and Agenda AI will build your agenda based on the information provided.

If you don’t have a finalized agenda, you can ask Agenda AI to create a first draft and suggest potential sections. Simply provide any relevant information—such as presenters, topics, sub-sections, or timing—that you'd like it to consider.

Helpful details to include:

• Bulleted Agenda Sections
• Presenters
• Durations
• Sub-Sections

Note: Agenda AI cannot currently generate section Descriptions, Guests, or Unnumbered Agenda Sections. These will need to be added manually.

Note: Section durations will be automatically added unless Agenda AI is prompted otherwise. If durations are added, they can be removed or updated.

Tip: You can copy and paste relevant content such as email threads or chat transcripts into the text field—Agenda AI will analyze the information and build a draft based on it.

After generating your agenda, take a moment to review the draft. If you're happy with it, click Accept & Edit Agenda in the yellow banner at the top. This will allow you to make edits, add documents to agenda sections, and include descriptive details.

If the draft doesn’t meet your needs, click Discard to remove it. You can then update your prompt and generate a new version.

Generating an Agenda from a Document

You can generate an agenda directly from an attached document.

To do this, click Attach Document and upload your file.

• Only one document can be attached per agenda.
• Maximum file size: 25MB
• Supported file types: doc, docx, pdf, ppt, pptx

We recommend using text prompts in combination with your document to get the most accurate results. In the text field, you can guide Agenda AI to:

• Update the agenda format
• Rename or restructure sections
• Add durations, presenters, or sections, or sub-sections

When you're ready, click Generate Agenda. Agenda AI will create your agenda based on both your document and any text prompts provided.

Note: Agenda AI cannot currently generate section Descriptions, Guests, or Unnumbered Agenda Sections. These will need to be added manually.

Note: Section durations will be automatically added unless Agenda AI is prompted otherwise. If durations are added, they can be removed or added.

After generating your agenda, take a moment to review the draft. If you're happy with it, click Accept & Edit Agenda in the yellow banner at the top. This will allow you to make edits, add documents to agenda sections, and include descriptive details.

If the draft doesn’t meet your needs, click Discard to remove it. You can then update your prompt and/or document to generate a new version.

Legacy Agenda Builder

To access the legacy agenda builder to manually build your agenda, select + Add New Section Manually.

To return to Agenda AI, delete all sections and Save Changes.

FAQs

Is there any agenda information that Agenda AI cannot generate?

• Yes. The following items cannot be generated by Agenda AI and must be added or updated manually:

  • Agenda descriptions

  • Guest participants

  • Unnumbered agenda sections

Agenda AI is automatically added section durations, how can I stop this?

• Agenda AI will automatically add section durations unless instructed otherwise. To not add section durations, include a prompt instructing Agenda AI to not add durations.
  
  • Example: "Make all section durations 0 minutes."

Can I upload more than one document to generate my agenda?

• No. At this time, Agenda AI only supports uploading one document to generate the agenda.

Can I use both text prompts and a document to generate my agenda?

• Yes. You can combine text prompts with an uploaded document to generate your agenda draft.

Plan Information

Agenda AI is available as part of the AI Suite. To add the AI Suite for your organization contact your Account Manager today.