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Home / Niches / Clerks to school governing boards (governance professionals, England) / Job 1

From the AI playbook for clerks to governors

New to AI? You don't need to learn anything first. Follow the steps below: open the tool, paste the prompt, fill in the [brackets], then check the result before you use or send it. See also how to use AI at work, for beginners.

Job 1 of 10ChatGPTGemini

Turn your own anonymised notes of the public part of a meeting into draft minutes with a decisions and actions table

A practising clerk and the NAGAS handbook both put minutes at the centre of the job, and the handbook warns that a good set takes longer than people expect, particularly early on. Good minutes follow a set pattern: numbered to match the agenda, in the third person and reported speech, with decisions clear and actions given an owner and a date. AI is good at that reshaping if it only has your own typed notes of the open (Part One) items, with roles in place of names and nothing about pupils or staff. It cannot know what was decided, what is confidential or what the law requires, so every decision and action is yours.

Time: About 40 minutes per meeting, after the first set-upTool cost: you can start with a free AI tool

A free AI chat tool, then your own email or messaging app

Steps

  1. Before you type anything, mark every agenda item as Part One (open) or Part Two (confidential). Write Part Two items and anything from a hearing, appeal, complaint, exclusion, staffing or safeguarding matter by hand in your board's own secure system. Do not put them into the AI tool at all.
  2. Take your own notes of the Part One items and replace every name with a role (the Chair, the Headteacher, Governor A). Remove anything that could identify a pupil or a member of staff.
  3. Under each agenda item number, type what was discussed in short phrases, then a line starting DECISION: with the decision exactly as the board made it, and a line starting ACTION: with the role, task and deadline. Only write DECISION: where the board made one. Use a line starting NOTED: only for something the board received for information.
  4. Paste only your own typed, anonymised notes into the prompt, never a recording, a transcript or the output of an AI notetaker, and read the draft against your own notes. Check every decision and every action, and anything the tool added or smoothed.
  5. Add names yourself only where an action is assigned to an individual, then put the minutes in your board's template and send them to the Chair for review before they go to all governors.
  6. File the signed minutes in the board's records and follow your board's rule on any recording or notes: the handbook says that, as a rule, a recording should be destroyed once the final minutes are approved.

The exact prompt

Copy, paste, then fill in the [brackets]
I am a clerk to a school governing board in England. Using ONLY my anonymised notes below, draft minutes of the open (Part One) items of a governing board meeting.
You must NOT add any fact, reason, decision, vote or action that is not in my notes. Do not give an opinion or advice. Do not say whether anything is lawful, compliant or confidential. If a decision, vote or deadline is unclear, put it in the list of queries instead of guessing. The notes use roles, not names; keep it that way.
Style rules: use the third person and reported speech in the past tense (for example 'The Headteacher reported that...'); number each minute to match the agenda item; do not use individual names unless an action is assigned; write decisions in a separate line starting 'The board resolved' or 'The board noted', only where I wrote DECISION or NOTED; keep each item concise and factual.
Meeting type and date: [text].
Agenda item numbers and titles: [text].
My notes under each item, using roles only, with DECISION: and ACTION: lines: [text].
Produce: (1) the draft minutes, numbered to match the agenda; (2) an actions table with columns minute number, action, role responsible, deadline; (3) a list of queries for me where my notes are unclear or where a decision, vote or deadline is missing.

✓ Check before you send

  • Nothing in the draft is a decision, vote, reason or action that is not in your notes.
  • No pupil, staff or governor is named or identifiable, and no Part Two, hearing, complaint, exclusion or safeguarding content went into the tool.
  • Every action has a role and a deadline from your notes, and names are added by you only where an action is assigned.
  • The minutes are numbered to match the agenda and written in reported speech.
  • The Chair has reviewed the draft before it goes to all governors, and you have followed your board's rule on destroying any recording.

UK notes extra

  • This job is for England. In maintained schools the 2013 Regulations require the clerk to see that minutes are produced and require the clerk to keep a register of governors. legislation.gov.uk: the School Governance (Roles, Procedures and Allowances) (England) Regulations 2013 (England, maintained schools).
  • The NAGAS handbook points out that approved minutes are public documents, that marking something confidential does not exempt it from freedom of information or a subject access request, and that decisions about confidentiality are for the board with the clerk's advice. ICO: freedom of information guidance (UK; Scotland has its own FOI law and regulator).
  • Whether any AI tool may be used on school board papers at all is a decision for the board and the school's data protection officer. The DfE has a position on generative AI in education, including data privacy. GOV.UK: DfE position on generative AI in education (England; its change log says it covers data privacy).
  • Wales has its own School Governors' guide to the law and Northern Ireland has its own governor guide, which say how meetings and minutes work there; Scotland has parent councils, not governing bodies. GOV.WALES: school governors' guide to the law (Wales). Department of Education: the governor guide (Northern Ireland).
  • NAGAS is a trade body for governance advisory services and Ask A Clerk is one clerk's site: both describe good practice, and neither is a legal rule.
Last reviewed Oct 2026. Free tools change. If a screen looks different, the steps still apply.Back to top ↑

More AI jobs for clerks to governors

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See all 10 jobs in the clerks to governors playbook →

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