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Create Minutes
Sent & Draft History Screen
New Minutes

To start you must enter the Meeting Title which can be anything that will help you locate the meeting later. The agenda box is meant to capture the meeting agenda.


Be sure to preview your meeting minutes by clicking on the Preview button on the right hand side of your screen. This will show you exactly what your minutes document will look like, when the attendees receive it. The logo and the color scheme of the document is updatable from the Settings section.

Auto Save

The system automatically saves your meeting title & agenda every 10 seconds. So if you make changes in those sections then the changes will be automatically saved without you having to take any action.
Add Attendees

Enter the Name & Email Addres of the meeting attendees one by one and click on the Add Attendee button to add these people to the meeting. Once you have added the contacts to the meeting they will also be available in your Contact List for future meetings.

Add to Minutes

Enter your meeting notes & action items in the Minutes box and click on Add to Minutes to record the minute. Later you can move the minute items between notes and action item area depending on their relevance. You can also edit your meeting minutes for an unsent meeting.
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Create Minutes
Very simple steps to create and send a meeting minutes document
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