Board Meeting Minutes

This example Custom Insight allows Cogram to automatically create board meeting minutes for your board meetings based on the prompt instructions. You can adjust this prompt to align with your requirements or directly copy and paste it as a new Custom Insight.

For guidance on how to implement this, please see the Sample Custom Insight page.

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: {{meeting_title}}

Meeting invitees: {{invitees}}

Meeting transcript: {{transcript}}

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:

Example Output

Minutes of the board meeting:

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.