Summons and Minutes from the Same Agenda
Writing the summons, then re-typing most of it into the minutes, is the most repetitive part of a Secretary's role. The Working Tools removes the duplication: your meeting agenda, summons and minutes are all built from the same reusable blocks.
Plan the meeting in the Event Planner, generate the summons, and after the meeting the draft minutes are already waiting — you just record what actually happened.
The Summons, Sorted
- Generate a professional summons directly from the meeting agenda
- Send it by email with one-click attendance responses built in
- See who has opened it — and who is pretending they haven't!
Minutes Without the Blank Page
- The agenda becomes your draft minutes automatically — every item pre-filled
- Record attendance, ballots, ceremonies and risings against each item
- Link entries to Members, so Role and Ritual performances feed their career records
- Export as a branded PDF for signing and the minute book
A Permanent, Searchable Archive
Every summons and set of minutes is stored securely in your Lodge's document archive. Need to check what happened at last year's Installation? It's a search away — no more trawling through minute books.
Agenda, summons, minutes and the DC's running order all share the same blocks — change an item once and every document stays in step.
Download our free Draft Minutes Template to see the structure we recommend.
Frequently Asked Questions
Try The Working Tools for Free If you want to streamline your Admin you can get a 100% No-Risk, 30 Day Free Trial of The Working Tools to see what the project is all about. Alternatively, you can book in for a Zoom call with us to have a chat about your Lodge and project.
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