Choosing the Right Meeting Minutes Software


Are you struggling to make your meetings productive? You’re not alone. Studies show that employees waste approximately 31 hours in unproductive meetings each month.

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One of the crucial components of effective meeting management is the recording, organization, and distribution of meeting minutes. This is where meeting minutes software comes into play.

This comprehensive guide will explore what meeting minutes software is and how it can revolutionize your meeting management process. We’ll delve into its benefits, provide tips on choosing the right software for your needs, and offer insights on maximizing its use to enhance efficiency and communication in your professional setting.

Read on to discover how to turn your meetings into powerful tools for progress and decision-making.

What is Meeting Minutes Software?

Meeting minutes software is a digital solution designed to streamline the process of recording, organizing, and sharing meeting minutes. Unlike traditional note-taking methods, which can be time-consuming and prone to human error, meeting minutes software automates much of the process.

While traditional note-taking might involve scribbling down points on paper or typing them into a document, meeting minutes software provides a structured platform to capture the key details of a meeting systematically. Furthermore, these digital tools usually offer AI-enabled features such as real-time collaboration, automatic transcription, and task assignments that are not possible with manual methods.

The Significance of Using Meeting Minutes Software

Accurate and comprehensive meeting minutes are the backbone of effective communication, decision-making, and accountability within organizations. They’re essential documents that capture the essence of a meeting, including decisions made, tasks assigned, and important discussions held.

The meeting minutes serve as a record of the meeting agenda, providing all meeting participants with a clear understanding of what transpired during the meeting. Additionally, they offer valuable context to team members who may have missed the meeting, allowing them to catch up with the decisions made and tasks assigned.

A survey by Atlassian revealed that employees attend an average of 62 monthly meetings, including in-person and virtual meetings. Imagine the amount of information generated during these meetings. Critical details can be noticed and recovered with a systematic way of recording and organizing this information. This is where meeting minutes software proves its worth.

Meeting minutes software like Google Docs or specialized meeting minutes tools helps keep track of past meeting minutes and makes it easy to search for specific details from past meetings. It’s like having a Google search engine for your meeting notes. With the best meeting minutes software, you can assign tasks during the meeting itself, keep track of meeting attendance, and even schedule recurring meetings on platforms like Google Calendar.

A study by the Harvard Business Review highlighted a case where a company implemented a meeting minutes software solution, and the results were astounding. The company reported a 33% improvement in meeting efficiency, and the meeting attendees felt more engaged and accountable for their assigned tasks.

Whether you’re running team meetings, board meetings, or recurring meetings, free meeting minutes software or a premium one is a game-changer. It helps you make the most of your meetings, ensuring that every minute counts and no critical information falls through the cracks.

Advantages of Using Meeting Minutes Software

Meeting minutes software is not just a tool; it’s a strategic asset that can significantly improve your team’s productivity and communication. Whether you’re looking for the best or free meeting minutes software, the key is finding a solution that meets your unique needs. Using meeting minutes software has some key advantages. 

Intuitive Design

One of the primary advantages of robust meeting minutes software is its intuitive user interface. Well-designed software offers quick and easy options to create, format, and edit meeting minutes, reducing the need for extensive training or navigation through complex features.

With a user-friendly layout and versatile functionalities like drag-and-drop, accessing and syncing your meeting minutes across devices becomes a breeze.

Customizable Templates

The availability of customizable templates in meeting minutes software significantly simplifies documenting meetings. These templates provide consistency across your meeting minutes and save valuable time.

They can be adapted to various types of formal, informal, or action-oriented meetings and personalized with elements like logos, specific fonts, colors, or additional sections. Importantly, these templates guide users in adhering to best practices for crafting meeting minutes, aiding in clearly articulating main points and task assignments.

Collaborative Capabilities

Another key advantage is the provision of collaboration tools in the software. These allow for easily sharing meeting minutes, gathering feedback, and monitoring progress.

Features may include distributing minutes via email, shared links, or PDF files and inviting others for real-time viewing, commenting, or editing. Many programs integrate seamlessly with tools like calendars, task management apps, or cloud storage platforms.

Data Security and Confidentiality

Handling sensitive data requires the utmost security, which is where good meeting minutes software steps in. It ensures the security and privacy of your meeting minutes, preventing unauthorized access and facilitating compliance with data protection regulations.

Key features could include data encryption, password protection or authentication requirements, and backup and recovery options. Additionally, they often allow for role-based permission settings, letting you control who can view, edit, or own the meeting minutes.

Insights and Reporting

Generating analytics and reports is a defining advantage of sophisticated meeting minutes software. These features offer crucial insights into utilizing your meeting minutes, from viewership and engagement metrics to the actions taken by the viewers.

Moreover, the software can create comprehensive reports using these data, offering summaries, visual representations, or graphs to help track trends, inform decision-making, or support recommendations.

In essence, meeting minutes software is indispensable for any organization looking to improve meeting efficiency, enhance communication, and foster collaboration among team members.

How to Use Meeting Minutes Software

Taking effective meeting minutes is a critical aspect of managing meetings, and using meeting minutes software can significantly simplify this process.

Here’s a step-by-step guide on how to take meeting minutes and set up a meeting minutes template using such software:

Step 1: Choose and Set Up a Meeting Minutes Template

Before the meeting, select a suitable template in your meeting minutes software. Most software options provide a range of templates to choose from. If you can’t find one that suits your needs, many software options allow you to create a customized template.

At a minimum, the template should include:

  • The subject of the meeting, including the project or phase name
  • Date and time of the meeting
  • List of attendees, including the meeting leader
  • Specific meeting agenda items, including items from the previous meeting
  • Status of all items
  • Identified action items with assigned owners

If relevant, you can also include:

  • Meeting location
  • Meeting duration
  • List of team members not in attendance
  • Approved items and the approvers (e.g., budget spend)
  • Date and time of the next meeting
  • Items for discussion during the next meeting
  • Actions expected from teammates by the next meeting

Step 2: Record Meeting Notes

During the meeting, use your software to record meeting notes. You can do this in real-time or immediately after the meeting ends. The software should allow you to type notes directly into the template.

Step 3: Summarize, Don’t Transcribe

Rather than attempting to write down everything said, listen to the discussion and summarize the main points. Use bullets and keywords to improve readability.

Step 4: Stick to the Facts

Ensure your meeting minutes are objective. Stick to the facts, omit personal opinions, and avoid detailing who said what unless it’s necessary for context or for attributing an action item.

Step 5: Record Action Items

Make sure to note down any tasks or actions that arise from the meeting. Each action item should be clearly described and assigned to an individual for follow-up.

Step 6: Outline the Next Steps

Clearly state what should happen next, including key dates and the individuals involved.

Once you’ve completed these steps, you can use your meeting minutes software to distribute the minutes to the attendees and relevant parties. Be sure to save the minutes for future reference and for tracking action items and decisions.

Key Features to Look for in Meeting Minutes Software

As you navigate the realm of meeting minutes software solutions, certain essential features can significantly enhance the effectiveness of your meeting documentation. Here are the key functionalities you should consider:

Real-Time Collaboration

This feature allows multiple meeting participants to take notes simultaneously, adding their thoughts or insights during the meeting. It also enables immediate distribution of the meeting notes, making it easier for all participants to stay informed and engaged.

Integration Capabilities

The best meeting minutes software should integrate seamlessly with your existing workflow tools, whether your email system, Google Calendar, project management software, or other tools. This connectivity helps streamline your processes, allowing automatic meeting agenda creation, task assignments, and follow-up actions.

Search Functionality

With multiple meetings happening each month, quickly finding information from past meetings is invaluable. Good meeting minutes software should provide a robust search function, enabling you to effortlessly locate specific details or decisions from previous meetings.

Security Measures

When it comes to meeting notes, security is paramount. Your chosen software should have robust security measures to protect sensitive data, meeting agendas, and discussions.

Task Management

An essential part of meeting minutes is the tasks assigned during the meeting. Look for software that allows you to assign tasks to attendees during or after the meeting, track progress, and send reminders when necessary.


Whether you’re conducting virtual or face-to-face team meetings, having software that allows access to meeting notes anytime, anywhere, is crucial. Look for cloud-based software that is accessible across multiple devices and platforms.

For specific industries, there might be additional features to consider. For instance, for board meetings, you might want software that allows voting on decisions or has the functionality to record conflicts of interest.

Whether you opt for free meeting minutes software or a premium one, ensure it includes these key features to help you manage your meeting minutes more efficiently. Remember, the goal is to streamline your processes, improve communication among team attendees, and ensure accurate documentation of your meetings. The right software can be a game-changer in your professional setting.

How to Choose the Right Meeting Minutes Software

Selecting the right meeting minutes software can significantly impact your meeting management process. Here’s a step-by-step guide to help you make an informed choice:

  1. Identify Your Needs

Before exploring different software options, clearly define what you need from a meeting-minute tool. Do you need it for team, board, or recurring meetings? What features are must-haves for your organization? Do you require integration with Google Calendar or Google Docs? Understanding your specific needs will help you narrow down your options.

  1. Consider Your Budget

While free meeting minutes software solutions are available, these might not always provide all the required features. Determine what you’re willing to spend on this software, considering the potential return on investment regarding time saved and efficiency gained.

  1. Consider the Key Features

Evaluating the range of features a meeting minutes software offers and their potential impact on your team’s productivity is essential. Look for capabilities such as efficient sharing of minutes, obtaining approvals, and easy access to past minutes. 

The ability to locate specific past meeting details quickly is a valuable feature. Recording and transcription capabilities are also beneficial for detailed record-keeping and future reference. Before choosing, ensure you understand your team’s requirements and how the chosen software can address these needs effectively.

  1. Look for Integration Capabilities

Opt for software that seamlessly integrates with your company’s existing programs. It’s advantageous if the software can link with widely used scheduling tools like Google Calendar or Calendly, ensuring no one misses a meeting due to a lack of information. 

Integrations with video conferencing platforms such as Zoom or Teams can also enhance usability by reducing the need to switch screens. Similarly, having compatibility with file-sharing apps like Box or OneDrive enables easy attachment of essential documents during meetings. Including integration with project management and collaboration tools, like Slack or Asana, ensures a smooth and focused meeting experience, minimizing disruptions due to tab-switching.

  1. Choose a Secure Platform

Given the confidential nature of meeting minutes, your chosen software must prioritize security. It should offer secure data storage and access, protecting sensitive meeting details. As the account owner, you should be able to control access to the meeting content, granting permissions only to authorized individuals. This way, you can maintain the privacy and integrity of your meeting information.

  1. Look for User-Friendliness

The best meeting minutes software should be intuitive and easy for all participants. A complex tool could complicate your process rather than simplify it.

  1. Check for Scalability

Your chosen software should be able to grow with your business. As your organization expands, it should handle more meeting attendees, past meeting minutes, and increased task assignments.

  1. Evaluate Customer Support

Good customer support can make your experience with the software much smoother. Check if the provider offers timely support, training materials, and assistance if you encounter issues.

  1. Use Trial Periods and Demos

Most software solutions offer free trial periods or demos. Use these to test the software and see if it meets your needs. It’s the best way to get a feel for how the software works in a real-world setting.

Choosing the right meeting minutes software solution ensures your meetings are well-documented, organized, and effective. Take the time to evaluate your options, and don’t rush the decision. Remember, the goal is to find software that meets your needs, fits within your budget, and can adapt to your growing business.

Tips for Maximizing the Use of Meeting Minutes Software

Once you’ve chosen your ideal meeting minutes software, it’s essential to leverage it effectively. Here are some tips to help you maximize the use of your new tool:

1. Develop a Standard Note-Taking Procedure

Establish a standard procedure for note-taking to ensure consistency in your meeting minutes. This could include predefined formats for recording meeting agendas, decisions made, tasks assigned, and follow-up actions required.

2. Utilize Integration Features

Take full advantage of your software’s integration with other tools like Google Calendar or Google Docs. Use these integrations to schedule recurring meetings, manage tasks, and ensure seamless information flow across platforms.

3. Prioritize Accessibility

Ensure all meeting participants have access to the meeting minutes tool. Accessing meeting notes anytime, anywhere, enhances transparency and promotes collaboration among team members.

4. Encourage Real-Time Collaboration

Make the most of features that allow real-time collaboration. Encourage meeting attendees to add their notes or comments, creating a comprehensive record of the meeting from multiple perspectives.

5. Use Search Functionality

Don’t let your past meetings become a forgotten trove of information. Use the search functionality to refer to decisions made or tasks assigned in previous meetings.

6. Assign Tasks Within the Software

If your tool allows, assign tasks during the meeting itself. This reduces the risk of forgetting to assign tasks post-meeting and enables immediate task progress tracking.

7. Monitor Meeting Attendance

Use the software to keep track of who was present in each meeting. This can provide valuable context when reviewing meeting notes and is especially useful for virtual meetings.

8. Keep Improving

Regularly seek feedback from meeting participants on how the software works and can be used more effectively. Remember, the goal is not just to use the software but to use it as effectively as possible.

Using these strategies, you can maximize the potential of your meeting minutes software, turning it into a powerful tool for efficiency, collaboration, and organization in your meetings. Whether you’re using free meeting minutes software or a premium one, these tips can help you get the most from your chosen tool.

Best Meeting Minutes Software

The “best” software can vary depending on your specific needs, team size, and budget. Therefore, it’s essential to consider these factors when choosing meeting minutes software. The following are the best MMS in 2023:

  1. MeetGeek

MeetGeek is a meeting assistant software that takes notes, captures tasks, transcribes meeting recordings, and generates meeting minutes for you. Powered with AI, this software is a valuable tool for anyone who has to run or manage video calls. While MeetGeek is recording the transcribing and summarizing your meeting, you can focus on the conversation without worrying about taking notes.  

  1. Fireflies AI

Another AI meeting minutes software, Fireflies AI also transcribes online meetings for you, captures your meeting chat, and includes smart filters and analytics, making finding information from past meetings a breeze. 

  1. ClickUp

ClickUp, recognized as one of the best meeting management software programs,  is a comprehensive tool that simplifies meeting management. It allows you to generate meeting agendas, record detailed minutes, and assign tasks to meeting participants. It excels at helping you track past meetings and organize recurring meetings.

The software provides features to monitor meeting attendance, making it a complete meeting minutes software solution. A major advantage of ClickUp is its ability to integrate with Google Calendar, enabling seamless scheduling of team meetings.

  1. Beenote

Beenote shines when it comes to recording and organizing meeting minutes. It offers customizable templates that cater to different types of meetings, including board meetings. Beenote accurately records meeting agendas, decisions, and action items. It also helps manage recurring meetings, making it a robust meeting minutes tool.

  1. Adam.Ai

Adam.Ai is a meeting minutes software solution that manages all aspects of a meeting’s lifecycle, from agenda setting to minute recording and task assignment. Its user-friendly interface makes it easy for all meeting participants to access past meeting minutes and agendas. Adam.Ai also facilitates the creation of analytics reports, providing insights into team meetings.

  1. Fellow.App

This software is designed to streamline team meetings and optimizing collaboration. Fellow.App allows users to set meeting agendas, record notes, and assign tasks. It also helps track meeting attendance and lets users refer to previous meetings. Its capacity for integration with other tools adds to its value as a leading meeting-minutes software.

Wrap Up!

As explored in this article, utilizing meeting minutes software can revolutionize how we handle meeting documentation, enhancing efficiency, collaboration, and accountability in our professional environments. These tools offer user-friendly interfaces, customizable templates, and collaborative functionalities that streamline taking, sharing, and reviewing meeting minutes.

In conclusion, embracing meeting minutes software can be a game-changer in meeting management processes. We hope you feel encouraged to take the next step, leverage these tools, and witness a substantial improvement in your meeting outcomes. Here’s to a future of more productive, efficient, and well-documented meetings!

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