Choose one of three approaches. The steps for that option appear below.
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Gemini Notebook quotes your sources into a table and drafts the agenda from your corrected table. You check every stage.
Get sources ready
Draft quoted source table
Correct the table
Draft the agenda
Read and approve draft
Use: You
Have ready: the proposed decisions, attendance confirmations and supplied quorum rules as text-based files, each with a short ID and its date.
Check every source behind each decision has an ID and a date. Check your organisation's rules before uploading; this page does not confirm that upload is permitted.
Use: Gemini Notebook
Ask for the decision-to-quorum eligibility table quoting each source with its ID and date, writing 'not stated in the files' where sources are silent.
What to paste into the tool
Task: produce Table of quoted source passages with IDs, dates and 'not stated in the files' markers. Using only the selected sources, use these columns: decision, quorum rule reference, attendance confirmation as stated in the source, source ID. Quote each source passage exactly and give its source ID and date. Write 'not stated in the files' where the sources do not say. Do not infer attendance from an invitation and do not decide voting eligibility or quorum.
Use: You
Correct the table by hand: settle whether attendance is confirmed, not assumed from an invitation; record each correction with its source ID.
Compare source IDs, definitions, dates and claims against the original inputs; keep each 'not stated in the files' mark the sources do not settle.
Use: Gemini Notebook
Ask for a draft agenda separating eligible decisions from items needing deferral, plus unresolved questions with source references, from the corrected table.
What to paste into the tool
Task: produce Draft agenda separating eligible decisions from items needing deferral and Unresolved questions with source references. Use only the corrected table and the selected sources. Keep the source ID beside every statement. List each open question with its source reference. Do not infer attendance from an invitation and do not decide voting eligibility or quorum. Do not propose or perform next actions.
Use: You
Read the draft against the sources and your own records: check every quoted passage, date and attendance entry, and resolve or keep each open question.
Chair checks voting eligibility and quorum interpretation; attendance is not inferred from invitation. Confirm any next action separately; this workflow ends at a reviewed draft.
Gemini sets up the table and a check column. You read the sources, fill the rows and write the draft.
Get sources ready
Create the empty table
Type in each decision
Add check column formula
Write draft and approve
Use: You
Have ready: the proposed decisions, attendance confirmations and supplied quorum rules.
Check your organisation's rules before pasting this material into any tool; this page does not confirm that this is permitted.
Use: Gemini
In Sheets, ask Gemini to create a table with these columns: decision, quorum rule reference, attendance confirmation as stated in the source, source ID.
What to paste into the tool
Task: produce Empty Sheet table for each decision. Create a table with exactly these columns: decision, quorum rule reference, attendance confirmation as stated in the source, source ID. Leave every row empty.
Use: You
Read the sources and type each decision into the table, leaving a cell blank when the sources do not state it.
Compare source identifiers, definitions, dates and ambiguous claims against the original inputs; correct the table before handoff.
Use: Gemini
Ask Gemini for a check-column formula that flags a row 'not stated in the files' when its attendance confirmation cell is blank.
What to paste into the tool
Task: produce Sheet with check column showing the row value or 'not stated in the files'. Write a Google Sheets formula for a new column that returns the text 'not stated in the files' when the attendance confirmation cell for the row is empty and otherwise returns that cell value.
Use: You
Write the draft agenda by hand from the Sheet, copying each source ID beside its statement, and list unresolved questions with source references.
Fill three decision rows by hand and compare them with the check column; a blank attendance confirmation must show 'not stated in the files'.
You enter the decision rows. Coda writes the entries and drafts the agenda from rows you corrected.
Enter decisions in Coda
Write one-line entries
Check and correct entries
Draft the agenda
Check draft and decide
Use: You
Enter each decision into a Coda table with these columns: decision, quorum rule reference, attendance confirmation as stated in the source, source ID.
Compare source IDs, definitions, dates and claims against the original inputs. Check your organisation's rules before uploading; this page does not confirm permission.
Use: Coda
Ask Coda for a one-line entry per decision from the row's cells, writing 'not stated in the files' where a cell is empty.
What to paste into the tool
Task: produce Coda table with AI entries. For each row write one line that states the decision and its source ID using only the cells in that row. Write 'not stated in the files' for any empty cell. Do not infer attendance from an invitation and do not decide voting eligibility or quorum.
Use: You
Check each entry against its row cells and the sources, correct it, and fill any blank cell the sources state.
Compare source IDs, definitions, dates and ambiguous claims against the original inputs; fix or delete any entry that adds a fact.
Use: Coda
Ask Coda to draft the agenda from the Coda table only: eligible decisions separated from deferrals, plus unresolved questions with source references.
What to paste into the tool
Task: produce Draft agenda separating eligible decisions from items needing deferral and Unresolved questions with source references. Use only the rows of the Coda table. Keep the source ID beside every statement. Do not infer attendance from an invitation and do not decide voting eligibility or quorum. Do not propose or perform next actions.
Use: You
Read the draft against the original sources, resolve or keep each open question, and decide whether it is ready to hand on as a draft.
Chair checks voting eligibility and quorum interpretation; attendance is not inferred from invitation. Confirm any next action separately; this workflow ends at a reviewed draft. Check the result against your original inputs. Approve it before sharing or acting.
Best when: Sources are text files and you want a quoted first table
What it does: Gemini Notebook quotes and drafts; you correct and check
Strong at: Each answer cites a source passage you can open
Limit: Vendor tells users to double-check output; check every row
Free plan: Yes, limited (usage caps, 100 notebooks, 50 sources)
Best when: You want to read every source yourself and use AI for layout
What it does: Gemini builds columns and formula; you read and write
Strong at: Check column keeps blank cells visible as not stated
Limit: Vendor says requests may be unsupported; hand-check table and formula
Free plan: Yes, limited
Best when: You want to enter the data yourself and draft from corrected rows
What it does: Coda writes entries and drafts; you correct and check
Strong at: The draft is written from rows you corrected, not raw sources
Limit: Not confirmed how Coda treats source quotes or not-stated markers
Free plan: Yes, limited (Docs AI assistant trial)
Before you paste into any AI tool, remove any confidential information. Put it back at the end.
Attendance is recorded only where a source states it; otherwise the row reads 'not stated in the files'.
Items the sources do not settle stay marked 'not stated in the files' and go to the meeting facilitator.
The meeting facilitator reviews the draft and confirms any next action separately.
Check data-handling rules before uploading or pasting any source.
Check the result against your original inputs. Approve it before sharing or acting.