This is the recommended workflow for most MinutesGenerator meetings.
Open Templates. Choose Use for my minutes on the template you want, or click Upload template to create one from prior minutes.
Open the dashboard.
Click Upload Media File for an existing recording, document, transcript, or image. Click Record Audio if the meeting is about to start. You can also click New Upload at the top of your Minutes list to upload a file.
Add the agenda in the Agenda (optional) field. This is optional, but it usually improves headings, participant context, and action-item structure.
Click Generate minutes for an upload, or Start Recording for a recording.
Wait for the transcript and minutes to finish generating.
Review the generated minutes on the right. Use the transcript on the left to verify wording when needed. Fill in placeholders, dates, attendance, motions, and any final wording. Speaker names in the transcript are optional cleanup; you do not need to label every speaker before exporting minutes.
Click Export to download the minutes or transcript as Word, PDF, or ODT, or choose Copy minutes or Copy transcript.
For more detail, see Upload an agenda for better minutes and Create a custom template from existing minutes.