AI-Powered Search in Meetings & Minutes

Modified on Thu, 18 Sep at 2:36 PM

Our new AI-enabled search with RAG (Retrieval Augmented Generation) makes it easier than ever to find the right information across your Board Portal. You can now search through meetings, minutes, tags, and keywords quickly and precisely.

✨ What’s new?

Search across all your meetings and minutes in one place.
Use tags and keywords to refine your search results.
AI-powered RAG ensures more relevant, context-aware results.
Results are displayed in an organized and user-friendly way.

☝ Why use this feature?

This improvement helps you save valuable time by avoiding manual browsing through lengthy meeting minutes. With just a few keywords or tags, you’ll instantly find what was discussed, even in recurring meetings.

✅ Faster access to critical decisions and discussions
✅ Easier preparation before board meetings
✅ Reliable navigation through large volumes of meeting content

✍ How to use the new search

Step 1: Access the search bar

Go to your Board Portal and open the Meetings or Minutes section. The new search bar is available at the top of the page.

Step 2: Enter your query

Type a keyword (e.g., “budget approval”) or select a tag (e.g., “Finance”, “Compliance”).

Step 3: View results

Your results will appear instantly, grouped by meeting or minute. The AI engine highlights the most relevant passages for you.

Step 4: Refine if needed

Use filters and tags to narrow down the context. For example, restrict results to a specific recurring meeting.

⚡ Tips for best results

Combine keywords and tags for more precise results.
Use recurring meeting filters if you want to see everything said about a topic across sessions.
Look for the AI-highlighted snippets – they bring you directly to the context of your search.

❗ Limitations to note

Search works only within meetings and minutes (not yet across all modules).
Results depend on existing tags and the quality of minutes uploaded.

⭐ Benefits for you

Stay zen and in control during board preparations.
Give your legal and admin teams the tools to shine as knowledge leaders.
Enjoy a frictionless, modern, and AI-powered user experience.