Generating smart content

If any of the following features are enabled and part of your subscription, you can use the following features to create smart content that enhances your efficiency and effectiveness in BoardEffect.

Smart Summary

You can automatically generate concise summary of a visible meeting book that you manage. You can then publish this summary to board members.

Summarizing a book and publishing

  1. From the workroom library, from the list of visible meeting books, select the book for which you want to generate a summary.

  2. On the right side of the meeting book details page, under GovernAI, select Generate AI Content.

    Note

    If you have Smart Prep enabled, Generate AI Content generates both Smart Summary and Smart Prep content. If the Smart Summary fails to generate, then your admin or workroom admin must regenerate the content.

  3. Under Smart Summary, select Review & manage.

    In the Smart Summary window that appears, you can view the executive and detailed summaries of the meeting book.

    • If you want to make any updates, select Edit, make the required changes, and select Save.

    • If you want to download the summary, select Download.

  4. Select Publish.

    After you publish, Board members of the respective workroom can now view the published Smart Summary document.

Smart Prep

Generate key topics and questions from meeting books to help prepare board members for meetings. You can then publish this summary to board members.

Generating meeting prep resources for board members

  1. From the workroom library, from the list of visible meeting books, select the book for which you want to generate preparation material for board members.

  2. On the right side of the meeting book details page, under GovernAI, select Generate AI Content.

    Note

    If you have Smart Summary enabled, Generate AI Content generates both Smart Summary and Smart Prep content. If the Smart Prep fails to generate, then your admin or workroom admin must regenerate the content.

  3. Under Smart Prep, select Review & manage.

    In the Smart Prep window that appears, you can view a preparation document with strategic insight from the meeting book, including discussion topics, trends, suggested questions, and other areas that require a board's attention.

    • If you want to make any updates, select Edit, make the required changes, and select Save.

    • If you want to download the preparation document, select Download.

  4. Select Publish.

    After you publish, Board members of the respective workroom can now view the published Smart Prep document .

Managing smart documents

After you generate and publish smart content, such as a Smart Summary or Smart Prep of your book, you can edit, download, unpublish, and review the citations used.

  1. Navigate to a book with a smart content and under Smart Summary or Smart Prep, select Review & manage.

  2. To make any further updates, select Edit, make the required changes, and select Save.

  3. To download the published smart document, select Download.

  4. To unpublish a smart document, select Unpublish and in the next window, select Unpublish.

  5. To review the citations used in the smart document, select the citation number, for example [1] or [2].

    The app navigates to the section in the book cited in the summary.

  6. After reviewing the citation, select Reopen Smart Summary or Reopen Smart Prep to return to the Smart Summary or Smart Prep document respectively.

  7. If the book gets rebuilt and the smart content is out-of-date, select Build book and in the Rebuild book window, select Rebuild & Regenerate AI to update the smart content.