Workflow ยท 10 min read

Moving Your Minutes Off Microsoft Word: A 30-Day Plan

A week-by-week plan for moving your minutes off Word and onto a platform that finishes them: speakers remembered, votes captured, your house style applied, and the minutes published with the recording. What to set up, what to leave behind, and how to bring the board along.

By Ryan Wilson
Founder & CEO, Govably

Moving your minutes off Word does not mean finding a faster way to type. It means the minutes start from the recording and end published, with no Word document in the middle.

That is what Govably does. Paste a link to the meeting (YouTube, Zoom, Vimeo, Granicus, Swagit, TelVue, Cablecast or CivicPlus) or upload a file. Govably transcribes it with unlimited speakers, names the board members it already knows by voice, captures each motion with its mover, seconder and roll-call vote, and writes the minutes in your house style. You review the few spots it flags, the board approves, and you publish the minutes to your public portal, next to the recording and a searchable transcript.

Getting there takes about a month without dropping a single meeting, whether you run one board or several. Here is the plan, week by week.

From a Word doc you rebuild after every meeting, to minutes that start from the recording and end published.

The test: where does the workflow end?

Plenty of AI tools will turn a recording into a draft. Then the draft gets pasted into Word, the speaker labels get fixed by hand, the motions get retyped, the formatting gets rebuilt to match last month, and the result gets uploaded to the website. That is the same Word workflow with a new first step.

If your AI tool still ends in a Word doc, you haven't left Word.

Five questions tell you whether a tool finishes the minutes or just starts them:

Govably answers all five on the finished side. The rest of this plan assumes a tool that does.

What you actually need to set up

Most clerks imagine they need to recreate ten years of minutes inside the new system before they can switch. They do not. Your past minutes are the historical record, and they stay where they are. What you set up is small:

We get your account set up with you. After that, the migration is just doing your next set of minutes in Govably instead of Word.

The 30-day plan

Week 1: Run a meeting you have already written.

Pick a recent meeting whose minutes you already finished in Word. Paste the link into Govably and let it write them. Then put the two side by side.

This is also when you confirm your speakers. Each time you confirm who a member is, Govably keeps that voice, so from here on they are named automatically. It is the one week that asks for that, and it pays off at every meeting after.

Time required: an hour or two, spread across the week.

Week 2: Run your next meeting in parallel.

Write the next set of minutes the way you always do, and also paste the recording into Govably. The point is to find every difference while Word is still your safety net.

You will notice things like "we always list who was absent first" or "our board wants the vote count spelled out." Note them and tell us; that is what house style means. By Friday, the Govably version should read like your minutes, or better.

Time required: a little duplicate review. After this week, the duplicate effort goes to zero.

Week 3: Go live.

Your next minutes come from Govably only. Paste the link. The members you confirmed are already named. Motions and roll-call votes are captured. Govably places each item on the meeting timeline and asks you to review only the ones it is unsure of, instead of every one.

Send the draft to the board for approval the way you always do. Fix anything small in setup as it comes up; these are almost always quick.

Time required: the review, not the writing.

Week 4: Publish, and retire Word.

Once the board approves, the minutes lock and you publish them to your public portal alongside the recording and a searchable transcript. If something needs correcting later, approved minutes can be reopened. Word stays closed.

This is the week most clerks tell us, "Why did I wait this long."

Bringing the board along

The board is usually the part clerks worry about most, and it is usually the part that goes smoothest. Most members do not care how the minutes are written. They care that the draft arrives on time, reads correctly, and gets their votes right.

One template message that works well:

"Starting [date], our minutes will be prepared from the meeting recording and, once approved, published online with the recording and a searchable transcript. You will still receive draft minutes for approval as usual. Nothing changes about how you vote or attend meetings."

That is the whole pitch. No training session, and nothing for members to log in to.

What changes

Write your minutes in minutes, not hours, and spend the time you get back on the rest of the job: records requests, elections, budgets, the work only a clerk can do.

What about the historical record?

Your existing minutes do not need to migrate. They are the historical record, and they remain where they are now: on your website's archive, in your records system, or in binders. Govably starts producing new records from your start date forward. There is no archaeology project required.

The hardest part is the first link

Most clerks who switch tell us the hardest part was deciding to do it. The actual work is pasting a link and reading what comes back.

So start there. Book a quick demo. If you feel like it's a fit, we write minutes from one of your own meetings and go through them with you, side by side with the version you wrote in Word.

Ryan Wilson
Founder & CEO, Govably

Ryan Wilson is the founder and CEO of Govably, the AI minutes platform for local government clerks: cities, towns, counties and school boards.

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Ready to retire Word for good?

Start with a quick demo. If you feel like it's a fit, we write minutes from one of your own meetings and go through them with you.

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