> For the complete documentation index, see [llms.txt](https://docs.cogram.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.cogram.com/meetings/custom-insights/board-meeting-minutes.md).

# Board meeting minutes

Use this example to have Cogram draft board meeting minutes automatically after each meeting. Copy it as-is, or tweak the prompt to fit your requirements.

To set this up, see [Custom Insights](/meetings/custom-insights.md).

{% tabs %}
{% tab title="Custom Insight Prompt" %}
Using the provided transcript of a virtual board meeting, write a professional set of board meeting minutes. Use the past tense and a professional, neutral tone. Only refer to participants by name where strictly necessary. Be concise but comprehensive.

Meeting title:\ <mark style="color:blue;">`{{meeting_title}}`</mark>

Meeting invitees:\ <mark style="color:blue;">`{{invitees}}`</mark>

Meeting transcript:\ <mark style="color:blue;">`{{transcript}}`</mark>

Now write a high-quality, professional board meeting minutes. Use the past tense and a professional, neutral tone. Only refer to participants by name where strictly necessary. Be concise but comprehensive.

Minutes of the board meeting:
{% endtab %}

{% tab title="Example Output" %}
Minutes of the board meeting:<br>

Meeting Title: Quarterly Financial Review and Strategic Planning

Meeting Invitees:

* Mr. John Smith - CEO
* Ms. Susan Johnson - CFO
* Mr. Richard Brown - CTO
* Mr. James Wilson - Legal Counsel

**1. Financial Performance Review:**

The CFO presented the financial statements, highlighting a 15% increase in revenue compared to the previous year.

CFO explained key financial indicators, including profit margins and cash flow.

Board members engaged in a discussion on market trends and potential areas for improvement.

**2. Strategic Planning for the Next Quarter:**

CTO led a discussion on upcoming strategic initiatives and goals.

The board reviewed and approved the proposed budget for the next quarter.

**3. Legal Matters:**

Legal Counsel briefed the board on any pending legal issues and compliance updates.

The board discussed risk mitigation strategies and reviewed the company's legal position.
{% endtab %}
{% endtabs %}


---

# Agent Instructions
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## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter:

```
GET https://docs.cogram.com/meetings/custom-insights/board-meeting-minutes.md?ask=<question>&goal=<endgoal>
```

`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal.

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Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.