Skip to main content

Edit your generated meeting minutes

Review transcript and minutes side by side, then make final edits before export.

Written by Max Sherman

Generated minutes should be reviewed before you export them. The meeting page shows the transcript on the left and the minutes document on the right. Drag the divider between them to resize the panels, or double-click it to reset the width.

Edit individual details

  1. Open the dashboard.

  2. Select the meeting you want to review from the Minutes list.

  3. Use the transcript panel to verify wording. Click a line to hear that moment in the recording. Speaker labels in the transcript are optional; correct them only when attribution matters for your record.

  4. Edit the minutes directly in the document panel. Fill in highlighted placeholders such as meeting date, time, body, attendees, and vote results.

  5. Use the toolbar for paragraph styles and headings, font and size, bold, italic, underline, strikethrough, alignment, indents, bulleted and numbered lists, tables, and Undo and Redo. More options, such as Text highlight, Hyperlink, Paragraph shading, Header and footer, and Page setup, are in the More formatting menu.

  6. Your changes save automatically. The status at the top of the minutes shows Saving... and then Saved with the time.

  7. When the document is ready, click Export.

To fix a repeated name or phrase, see Use search and replace in your minutes.

Headers, footers, and pages

The minutes are shown as pages, with the same header and footer your Word and PDF exports use. To change the header or footer for this document only, click the top or bottom margin of a page, or choose More formatting > Header and footer. See Add headers, footers, logos, and page setup to your minutes.

Rewrite with AI

To use the same style across future meetings, create a custom template.

Keep edits focused on the final record: official names, motions, attendance, decisions, and required local formatting. You can export minutes without cleaning up every transcript speaker label. To name speakers, see Label speakers in your transcript.

Did this answer your question?