Meeting Minutes

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Meeting Minutes bring Notes, attendees, transcripts, AI summaries, linked Issues, and Activity together. Start with a written agenda or Notes, add a microphone recording if needed, review the results, and finalize the record when it is ready.

Create a Minute

Open Meeting Minutes in the sidebar and choose New meeting minute in the top bar. Enter a Meeting title, choose Personal or Workspace in the dialog's scope menu, and optionally add a description, date, and time. Choose Create meeting minute to open the new Draft. To create a Team Minute, start from that Team's Meeting Minutes page; its Team is fixed.

Personal Minutes are visible only to their owner while they remain a workspace member. Workspace Minutes are visible to workspace members, and Team Minutes to people who can view the Team. Adding an attendee or linking an Issue does not change that access. Archiving a Team makes its Minutes unavailable until the Team is restored.

Write the agenda and your own account of the meeting in Notes. You can keep a meeting entirely as written Notes. Recording and AI processing are optional. Use Open properties to change the meeting date and time or Host when you have permission.

Add attendees

Choose Open properties, then select the value beside Attendees. Select the workspace members who attended. For someone outside the workspace, expand Add external attendee, enter their Name and an optional email, then choose Add external attendee. External attendee details are a record of who attended; they do not send an invitation or grant access to the Minute.

Attendee names are also the choices used later for speaker mapping. Integrity does not identify a person from their voice.

Choose your next step

Record the meeting when the microphone can hear the participants. Review the transcript after recording, then process Notes or the complete meeting if you want an AI summary and suggested follow-up work.

Pause and resume recording

Choose Pause to release the microphone and freeze the recording timer. Resume continues from the saved duration. Paused time is not counted. See Record and recover a meeting for consent, interruption recovery, and temporary audio handling.

Process the complete meeting

Stopping a recording automatically prepares its final transcript. Process Meeting is a separate request that uses the transcript and your human-written Notes to generate AI meeting notes. Process notes uses only your Notes. Review the result before turning recommendations into Issues. The processing guide covers model selection, failed requests, and follow-up work.

Organize a Meeting's Issues with views

Open a Meeting Minute and choose Issues. All Issues starts with the shared default for that Meeting. Select a named view to apply its filters, display properties, grouping, and ordering. The selected view is included in the page URL, so copying or reloading the URL returns to that view when you can still access it.

Everyone who can read the Meeting may select shared views and keep a private draft of each view's controls. Editors can use Add view or Save as new to create a shared named view from the complete current table setup. Canceling returns to the source view without changing its draft.

If another editor updates the same view, a clean local draft adopts that update. If your draft contains changes, Integrity preserves the whole draft and offers Reset, overwrite, or Save as new. An unavailable or deleted selected view falls back safely to All Issues.

Read and correct the transcript

Open Transcript to search readable passages, inspect their source segments, and correct wording when you can edit the Minute. Live draft, Provider-final, and Human reviewed tell you which wording you are reading. The transcript guide explains these states, speaker mapping, and Mark reviewed.

Finalize the Minute

Review your Notes, transcript, AI summary, and recommended actions before choosing Finalize. For a recorded meeting, wait for processing and temporary audio cleanup to finish; the button appears when the Minute is ready. A Draft with no recording can be finalized without AI processing. Final Notes and transcripts are read-only.

Reopen a Minute

People who can manage a Final Minute can choose Reopen to return it to Draft and make changes. A compatible selection of Final Minutes also offers Reopen as Draft in the directory's Actions panel. Reopening preserves the saved content and records the lifecycle change in Activity.

Select Meeting Minutes

Selection lasts for the current directory session. Changing the directory, saved view, filters, grouping, or visible rows can clear or prune it.

1. Select the checkbox beside each visible Meeting Minute you want to update.
2. Hold Shift while selecting to include a visible range.
3. Use the checkbox in the header to select or clear all visible selectable rows.
4. Open Actions, or right-click any selected row, to use commands for the complete selection.

Right-clicking an unselected row opens that row's own menu and does not replace your current selection. Hidden, collapsed, filtered-out, unreadable, or permission-denied rows cannot remain selected.

Apply selection commands

The Actions panel shows a command only when every selected Meeting Minute supports it. The server checks the complete selection again before changing anything, so a stale, denied, or incompatible row stops the whole command.

• Reopen as Draft reopens a selection of manageable Final Meeting Minutes.
• Change Scope changes compatible active Drafts between Personal and Workspace scope. Team scope cannot be changed.
• Set meeting date changes the date while preserving each Meeting Minute's own local meeting time.
• Change Host lists only people who can host every selected Meeting Minute.
• Archive asks for confirmation and archives the complete selection or none of it. Archive is unavailable while a Meeting Minute is being processed; wait for processing to finish, then archive it.

While a command is running, the selected rows remain visible and dimmed. If it fails, Integrity keeps the selection and current values so you can correct the problem or try again.

Use one-row actions

When exactly one Meeting Minute is selected, the Actions panel can also show Rename, Favorite or Remove favorite, and Copy URL. These single-record utilities do not appear for a multi-selection.

The unselected row menu and the detail-page ellipsis use the same property, utility, and archive vocabulary. Denied edit actions are omitted rather than shown as disabled choices. Viewers can still use available read-only utilities such as copying an accessible URL or managing their own favorite.

Review Activity history

Open a Meeting Minute and choose Activity to discuss the Meeting and review durable lifecycle and property history. Everyone who can read the Meeting can choose All activity, Comments only, Mentions only, or Muted and can follow or mute an individual thread. Editors can post rich comments and replies; authorized managers can moderate threads. Comments support editing, reactions, resolution, and history, and use your account's comment submission shortcut. The comment composer appears above the combined comment and Activity timeline instead of repeating the Meeting title and Linked Context.

Scope, status, meeting date, Host, and archive changes retain event-time values. If a former Host is no longer available, Activity uses a safe historical fallback instead of exposing current restricted identity data.

Selection commands do not add a separate notification family. Their ordinary Meeting Minute Activity and existing private realtime updates keep the directory, detail, Favorites, and Activity readers current.

Mentions notify accessible people. Replies notify effective thread followers, and posting in a thread follows it automatically. Muting that thread overrides a broader Meeting Activity preference, while a direct mention still notifies you. Integrity does not notify you about your own action, reactions stay notification-free, and access loss or archive suppresses new delivery.

Comment, reply, and mention notifications use Inbox and your existing comment email preference without placing comment text in the notification payload. Semantic All activity notifications are Inbox-only. Meeting-specific recording takeover and processing-failure notifications keep their separate recipient rules.

Generate and compare AI summaries

Choose Process notes or Process Meeting to select an AI model and confirm processing. Recommended is the normal starting choice. Existing results retain their model label, and Previous summaries (N) lets you compare successful generations. See Process and follow up for the full workflow, including Retry AI summary and creating or linking Issues from Recommended actions.

Recover archived Meeting Minutes

Meeting Minutes are archived by hand. They do not use the automatic archive timer for finished Issues, Projects and Initiatives. See Archive and delete for the shared banner, search and recovery rules.

Archiving removes a Meeting Minute from active directories and preserves its Notes, transcript, Activity, and linked Issues. Open the top-bar … menu on Meeting Minutes (or a Team's Meeting Minutes) and choose Archived Meeting Minutes. Open a Minute to read its content without editing or commenting. People who may archive it can choose Restore in the banner to return it to its previous state, such as Draft, Review, or Final.

A Team Minute cannot be restored while its Team is archived. Archived Minutes stop sending new Activity notifications; restoring does not resend old ones.

Delete and restore a Minute

Open the Minute's … menu and choose Delete, then confirm. An archived Minute also offers Delete in its banner. Delete is available to people who may archive the Minute, after recording and processing have finished.

Deletion hides the Minute from lists, search, favorites, and exports. The toast offers Restore for a few seconds. You can also reopen the same Minute URL and choose Restore in the deleted banner for 30 days. The red Deletes in N days countdown shows the remaining time. Keep that URL if you may need it: there is currently no deleted-Minutes list.

The deleted page has no editing or commenting controls. Restore returns the Minute to its state before deletion; an archived Minute stays archived until you restore it from the archive too. After 30 days, Notes, transcript, AI content, and audio are permanently removed and the Minute cannot be restored. Linked Issues remain independently managed and are kept.

Personal items

Personal Meeting Minutes, personal views, AI conversations, favorites and drafts belong to the person. Workspace owners and admins cannot open another person's personal items. Workspace exports exclude personal items, including the requester's own; a personal data export is not available yet.

Today, when someone leaves or is removed from a workspace, their personal items stay stored but nobody can open them while they are no longer a member. They remain stored until the workspace is deleted. Shared work stays in the workspace with the former member's name.

FAQ

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