Prompt: draft trustee meeting minutes

Minutes are the legal record of what your trustees decided and why. This prompt turns rough notes into clear, formal minutes — capturing attendees, decisions, conflicts of interest and actions — without inventing anything. You check every recorded decision against what actually happened before the board signs off.

What to paste in

Give the AI your meeting notes, the date, who was present and any conflicts declared. It structures formal minutes and flags anything unclear as [CHECK: …] rather than guessing what was agreed.

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What to check afterwards

Check every recorded decision matches what the board actually agreed, remove anything the AI added that was not in your notes, and confirm conflicts of interest are recorded with how they were handled. Minutes stay draft until the board approves them.

Trustee minutes are a legal record of the board’s decisions, so an accurate minute is a governance safeguard — never sign off a decision the AI recorded but the board did not take.

Worked example

The illustrative example shows precise decisions, a properly handled conflict of interest, and a clear actions list with owners and deadlines.

CharityIQ can draft minutes grounded in your agenda and papers, keeping decisions and actions traceable to the meeting.