Organise a Meeting

Manage Meetings

• Create a meeting
• Agenda items
• What is a Digital Circular Resolution?
• Take and manage minutes
• Tasks & decisions

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Notifications

• Notifications for meetings & the corporate library
• Automatic notifications
• E-Mail Notifications for Approval Items
• Daily Digest (email notifications)
• Confidential mode

Publication

• Publishing the agenda or the minutes
• Sharing the agenda or the minutes as a draft
• Simplified agenda and minutes publishing
• How to share minutes with Minutes Viewer?

Documents

• Add documents to the meeting agenda
• Add documents to the library
• Manage document details
• Using labels
• Uploading MS Office documents

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AI features

• What is the Minutes Copilot feature and how does it work?
• What is the Document Copilot feature and how does it work?
• What are Quick Actions and how does it work?
• Sherpany AI Security and Ethical Use Policy