Board Portal – AI-Powered Meeting Minutes Adapted to Your Format

DiliTrust Board Portal now lets you define your own meeting minutes format and have AI generate minutes that truly match your organization's standards — whether you need a verbatim transcript for an ExCo, structured bullet points for an audit committee, or contextual comments for a General Assembly. A redesigned full-screen minutes editor and a streamlined save experience make the entire process faster and more comfortable.

✅ Introduction

Writing meeting minutes is a universal pain point for governance teams. While AI can dramatically reduce the time and effort involved, a one-size-fits-all output rarely meets the specific standards of each meeting type. This enhancement solves that by letting you define the rules for each meeting type — and having LINI apply them automatically.

Three key improvements are included:

1. Customizable AI minutes format per meeting type.
2. Redesigned full-screen minutes editor for a more comfortable writing experience.
3. Streamlined save flow that no longer interrupts users with an unexpected archiving prompt.

✋ Prerequisites / Getting Started

• You must have an administrator or secretary role in DiliTrust Board Portal to configure minutes formats.
• The LINI AI feature must be enabled for your organization.
• Meeting minutes templates or format rules should be prepared before configuration.

⭐ Step-by-Step Guide

Configuring a Custom Minutes Format

1. Navigate to Board Portal Settings and open the Meeting Types configuration.
2. Select the meeting type you wish to configure (e.g., Executive Committee, Audit Committee, General Assembly).
3. In the Minutes Format section, define your rules: output style (verbatim, bullet points, contextual comments), structure, and any specific instructions for the AI.
4. Save the configuration. LINI will apply these rules automatically when generating minutes for that meeting type.

Generating AI Minutes with Your Custom Format

1. Open a meeting in Board Portal and navigate to the Minutes section.
2. Click Generate with LINI. LINI will apply the format rules you defined for this meeting type.
3. Review the generated minutes in the new full-screen editor.
4. Edit, refine, and enrich the minutes as needed. You can reference the source document and audio transcript (with timestamps) directly from the editor.
5. Click Save when done. The save flow is now smooth and uninterrupted — no unexpected archiving prompt.

✨ Tips & Best Practices

• Define formats per meeting type: Take the time to set up custom formats for each of your recurring meeting types. The upfront investment pays off every time you generate minutes.
• Use timestamps in the transcript: The audio transcript now displays timestamps, making it easy to cross-reference and pull specific moments into your minutes.
• Use the full-screen editor: The new editor gives you significantly more working space — take advantage of it for longer or more complex minutes.

❌ Limitations & Known Constraints

• Custom minutes formats are configured per meeting type — they cannot be set at the individual meeting level.
• LINI generates a first draft based on your format rules. Human review and editing are always recommended before finalizing minutes.
• The audio transcript must be generated (from an audio recording) before timestamps are available.

❓ FAQ

Can I define different formats for different committees?

Yes. Each meeting type in Board Portal can have its own custom minutes format rules.

What if my meeting does not match any configured meeting type?

LINI will use a default format. You can always edit the output in the full-screen editor to match your preferences.

Why is the archiving prompt no longer shown when I save?

Based on user feedback, the archiving prompt was confusing at the point of saving. Archiving is now a separate, intentional action that does not interrupt the save flow.

Can I use the audio transcript to copy text directly into the minutes?

Yes. The full-screen editor allows you to consult the audio transcript (with timestamps) and pull relevant paragraphs directly into your minutes.