Review and share

Check the draft before it goes through your chapter's approval process.

Open the draft in Word and check:

The meeting date.
Attendance, and that quorum was confirmed by the chair. AI does not confirm quorum.
Motions, votes, and financial figures.
Action owners and deadlines, and that unfinished actions carried forward.
Every [CONFIRM] flag.

Follow your chapter's review and approval process before treating the minutes as approved.

Draft the minutes

Turn the meeting file and transcript into draft minutes, motions, and action items.

Try it with the practice files

A fictional roster and two practice transcripts for learning the workflow.