Streamline Board Minute reviews by automating the search for answers to key questions, saving time and ensuring consistency.
What is DocuMine?
DocuMine is an AI engine that eliminates the tedious task of manually searching through large volumes of documents. You can ask specific questions to receive precise answers. DocuMine automatically suggests answers to your questions and creates references to the relevant numbers, text, or sentences.
By replacing manual work with AI, users can focus on reviewing and validating data while staying in full control.
Why use DocuMine for Board Minute reviews?
Reviewing Board Minutes is a critical but often time-consuming task. These documents often contain key decisions, policies, and strategic directions, requiring careful review to ensure compliance and accurate record-keeping.
DocuMine transforms how you approach document-heavy reviews with:
Time savings: Automates manual searches, enabling faster results.
Consistency: Provides a structured and uniform approach to reviewing Board Minutes.
Traceability: Links answers directly to their source with Snips, ensuring transparency and accuracy.
Pre-requisites
DataSnipper v6.2 or later
User Management enabled in Admin
Accelerate or Elevate DataSnipper package
Access to the internet
Video tutorial
What the video covers
The video walks through a full Board Minute review in DocuMine: preparing the documents, defining questions in Excel, running DocuMine, and validating the AI-generated answers against their source Snips.
Example workbook
An example workbook for Board Minute review is shown in the video, including all of the listed questions and source documents.
Step-by-step guide
Step 1: Prepare your Board Minute document(s)
Upload your Board Minute document(s) to DataSnipper.
Use the Import or Organize buttons to ensure your documents are ready for processing.
Step 2: Define your questions
Write down the specific questions you want answers to in your Excel sheet. Examples:
What decisions were made about the annual budget?
Who approved the strategic initiatives?
What risks were discussed during the meeting?
Refer to example workbooks for common Board Minute review questions, if available.
Step 3: Open DocuMine
Click the DocuMine icon in the DataSnipper ribbon in Excel.
The DocuMine pane will appear on the right side of your screen.
Step 4: Select your questions
Highlight or select the questions you have written in your Excel sheet.
Click Next in the DocuMine pane to proceed.
Step 5: Select your documents
In the DocuMine pane, select the Board Minute document(s) you want to search.
Click Start to begin the DocuMine process.
Step 6: Start your review
Once DocuMine completes the process, click Start Reviewing to review the AI-generated answers in Excel.
Each cell will contain answers found in the document.
Answers will include Snips referencing the source document, making verification simple.
Step 7: Review the answers
Confirm the accuracy of each answer by reviewing it carefully:
If the answer is correct, click Approve to save it in the designated cell. Approved answers will be highlighted as pink Snips, confirming your review is complete.
If the answer is incorrect, click Reject to discard it. Rejecting an answer will remove both the incorrect answer and its associated Snips.
Use Command Bar to efficiently ask a single question in DocuMine. Command Bar is a quick-access feature designed to help you find answers instantly without interrupting your workflow. Ask a single question and search within a specific document, without configuring DocuMine.
Step 8: Use Focus Mode for detailed review (optional)
Focus Mode is a dedicated interface in DocuMine designed to help you efficiently review, approve, and reject answers. It simplifies your workflow by displaying one answer at a time while providing full context from the source documents.
Left side: Displays the question, answers, and the reference to the source (Snips).
Right side (Document Viewer): Shows the source document for reference.
Approve or reject: Validate the answers by either approving or rejecting them as needed.
With a clean layout and intuitive controls, Focus Mode ensures you can concentrate on the answers without distractions.
Use shortcuts to speed up: X to reject an answer, V to approve an answer, and the arrow keys to navigate between answers.
Focus on reviewing evidence, instead of finding it
Reviewing Board Minutes with DocuMine is a fast, efficient, and reliable process that replaces manual effort with AI. Leverage AI to save time, ensure accuracy, and focus on what matters most: validating critical information.
To make the most of your reviews, keep these tips in mind:
Be specific: Ask clear, targeted questions to ensure accurate results.
Leverage Snips: Use Snips to verify the source of each answer and maintain a clear audit trail.
Focus on high-impact questions: Prioritise questions related to key decisions, approvals, and risks.