Minutes

The Minutes Maker assembles your meeting minutes from what already happened — attendance, agenda items, and recorded outcomes — and lets you reword any recorded line, hide a line from the public copy, and weave in free-text notes. Export to Markdown or an accessible PDF, then publish a Draft or Final record to the public meeting page. Wrappable in about five minutes for a routine meeting.

Where minutes live

The Meeting Record → Minutes pane is the single home for publishing. The Minutes Maker is an authoring workspace you open from there (or from the Flow sidebar's "Create / Edit Minutes" step). Publish, republish, and withdraw all happen on the Record pane — never inside the Maker.

Composing in the Minutes Maker

Open the Maker from the Record tab's Minutes section ("Compose / edit") or the Flow rail. It shows your minutes building in real time:

  • Attendance — pulled live from the roster you recorded.
  • Agenda items + outcomes — in agenda order, each with its recorded outcome (motion, result, and vote tally), drafted straight from the record.
  • Public comment — under each item, the names of the people who spoke on it (drawn from the Live Mode speaker queue) — names only.
  • Your notes — free-text blocks you add anywhere.

Each row shows its origin in the left margin (e.g. "Outcome 2"). Recorded lines re-draft from the live record, so fixing a vote on the Record updates the minutes automatically.

Editing, hiding, and reordering

  • Reword a recorded line — click its text and edit. An amber Edited flag appears in the margin; Reset to Recorded (in the row's ⋮ menu) restores the original. Your edit never changes the underlying record — it's a minutes-only override.
  • Hide a line from the public copy — the ⋮ menu's Hide from Minutes greys the line and removes it from what publishes, but keeps it on file (Show in Minutes brings it back). Recorded lines are hidden, never deleted.
  • Add a note — the + on any row (or Add a note at the end) opens a markdown editor with the same toolbar as wiki pages. An empty note is discarded.
  • Reorder — drag any block by its grip to move it (items get heard out of order). Outcomes renumber automatically.

A recorded line's Edit Source link (in the margin) opens the Record tab in a new tab, scrolled to where that line comes from — so attendance and outcomes are edited on the Record itself; everything else is editable inline.

Previewing and exporting

The header's Edit / Public Preview toggle flips between the editing view (margin + greyed hidden lines) and a clean preview of exactly what publishes. The Actions menu offers:

  • Export PDF — an accessible PDF with a cover (body, date, hours, location, and clickable join/stream links), a bookmarked table of contents, and the full minutes body. Watermarked "DRAFT — not published minutes" until you publish.
  • Add to Meeting Record — stages the composed Markdown + PDF onto the Meeting Record so you can publish them from there.
  • Copy Markdown — a copy-paste-ready markdown printout for your records system.

Publishing — Draft or Final

From the Record pane's Meeting minutes card, click Publish and choose a disposition:

  • Draft / unofficial — labeled "Draft · unofficial" on the public page. Use it to post minutes promptly, before the body has formally adopted them.
  • Final — the official, adopted record.

Any staff member with meeting access can publish — the confirm step is the misfire guard. Publishing renders a fresh public-safe PDF + markdown from the current record and posts both to the public meeting page.

Closed-session items stay private

Published minutes are public, so a confidential (closed-session) item appears as title-only — its motion text, votes, and your notes on it are never rendered publicly, regardless of who publishes.

Org kill-switch

Minutes only reach the public when your org's Publish meeting records to the public setting is on (the same toggle that gates attendance + votes). With it off, you can still publish internally — the public page just won't show the minutes.

Republish and withdraw

After publishing, editing an outcome or attendance flags the minutes as out of date ("Republish to update public copy") on the Record card. Click Republish to refresh the public copy with the latest record. Unpublish withdraws the minutes from the public page — the content is kept, so you can republish anytime.

Bypassing the Maker

The Maker is a helper, not the only path. From the Record card, choose Upload instead to set the canonical minutes from a PDF you already have and/or pasted Markdown. Both routes feed the same publish lifecycle, disposition, and public surface. Switch back to the composed minutes anytime with Switch to composed.

Supplementary documents

Signed scans, exhibits, and other artifacts go under Additional documents on the Record pane (the Upload supplementary document button). These appear alongside the published minutes on the public page but are separate from the canonical minutes record.

  • Meetings — the meeting lifecycle and the Record tab
  • Voting — recording the outcomes minutes are built from
  • PDF Generation — how the accessible PDF is assembled