Executive committee meetings
Plan, run, and follow up on executive committee meetings. AI prepares the meeting document and drafts minutes; people review and approve them.
The workflow uses one Word document per meeting. It holds the checklists, roster, agenda, minutes, motions, and action items, so unfinished actions carry forward from meeting to meeting.
Prepare the meeting
Start from the blank template or the previous meeting file and have the assistant produce a new draft with the agenda, roster, and carried-forward actions.
Update the agenda and meet
Add agenda items, record attendance, confirm quorum, and record the meeting.
Draft the minutes
Give the assistant the meeting file and the transcript. It drafts minutes, motions, and action items marked DRAFT, flagging anything uncertain.
Review and share
Check every flag, then follow your chapter's approval process.
New to the workflow? Try it with the practice files, a fictional roster and two transcripts.
Share meeting records only with an AI tool your chapter permits you to use.