Keep live meeting minutes in a call with Dealy

Tilgængelig i alle planerSådan gør duÅbn i DealJourney

Minutes are off until you start them, and the person who starts them chairs them. You need to be signed in to start minutes; guests can only see them.

Start them. In a call, open Mere in the control bar and pick Mødereferat. Choose:

  • Type: a board meeting, a general meeting or a customer meeting summary. Each has its own sections and wording.
  • Sprog: the language the minutes are written in. It can differ from the language spoken in the call.
  • Hvem ser det: Alle i opkaldet shows the minutes you accept to everyone in the call, live. Kun mig keeps them, and Dealy's help, to you.
  • Instruktioner til Dealy, if you want: what kind of document, the format, and what to leave out.

Press Start referat. The Referat tab opens in the panel beside the call.

Dealy proposes, you decide. Dealy follows the corrected transcript, so the transcript has to be on. When something worth minuting happens, it proposes an entry: an agenda point, a short discussion summary, a decision, a vote with its outcome, or an action point with who does it and by when. Each proposal shows the words from the call it rests on. Nothing goes into the minutes until you press Tilføj til referatet. Use Rediger to correct it first, or Udelad to drop it; Dealy will not propose it again.

Dealy proposes little on purpose. It never invents names, numbers, dates or decisions. When it was not sure, or a name, number or date in an entry was not heard in the call, the entry is marked Skal bekræftes. Check those before you accept them. You can also write an entry yourself with Tilføj punkt.

Who was there and when. The date, the time, how long the meeting lasted and who attended are taken from the call itself, from when people joined and left. Dealy does not guess them.

Change your mind mid-meeting. The people or lock button at the top of the tab switches between everyone and only you. From Valg for referatet you can pause Dealy, or change your instructions.

The finished document. Press Skriv referatet. You get the minutes with a title, the date, time, duration and attendees, then the agenda, the discussion, the decisions and the action points, built only from the entries you accepted. Edit the text freely. Kopiér puts it on your clipboard; Download gives you a Markdown file, a web page, or a PDF through your browser's print window (choose Save as PDF there). Byg igen ud fra punkterne starts the document again from the entries.

Saved with the call. The minutes are saved as you go, so a refresh or a dropped connection keeps them. Afterwards they are on the call's record, under Mødereferat. See Find your earlier video calls. Minutes you kept to yourself are only shown to you there.

It works the same in a call with one person and in a group meeting.

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