How to take meeting minutes
- Prepare from the agenda. Copy the agenda items into the template before the meeting starts.
- Record decisions, not dialogue. For each item, note the key points in a sentence or two, then the decision.
- Capture action items as they happen. Owner and date, every time.
- Tidy up the same day. Minutes written a week later are fiction.
- Circulate and approve. Send them to attendees, then accept them as a true record at the next meeting.
Tips for the minute-taker
- Ask the chair to summarise each decision out loud before moving on.
- If a decision isn't clear, ask. It's your job to get it right.
- Use names, not "someone will". Every action item needs one owner.
Minutes vs recap
Formal groups like boards, committees and associations need minutes. Most working teams only need a meeting recap and an action items tracker.
Minutes that turn into work
In BOO Workspace, the notetaker records and transcribes the call, and Lilly AI drafts the action items for you to review. Accept them and they become tasks on the right board, linked back to the meeting.