Series

Overview#

A series groups the meetings of one body, such as a weekly ops meeting, a board or a committee. Each series has its meetings, the open actions you add to it, its decisions, an AI-generated next meeting's agenda, and Ask about this series.

Purpose#

So that each meeting starts from what the last one left open.

Who uses it#

Secretaries and chairs of recurring meetings. Series are private to their owner.

Screenshot#

Interface explanation#

1. Ask about this series: opens the Assistant scoped to the series.
2. Rename · Archive · Delete (icon buttons).
3. Add meetings.
4. New meeting in this series: /new?series=<id>, which shows "Will be added to: …".
5. Add actions: pick open actions to carry forward.

Below these are Meetings (with minutes status, e.g. "Approved · Version 2"), Open actions (each with Remove), Decisions, and Next meeting's agenda.

Creating and filling a series#

Series list (/series):

See it in action#

Filing a meeting into its series and opening the series, recorded on the real app.

How to use#

1. On a meeting, press Add to a series → New series… → type a name (max 100 characters) → Add. The header then shows Part of: <series>.
2. Open the series (from Home's folder card or Actions → Series).
3. Add actions → tick the open actions → Add N.
4. Generate the next meeting's agenda · 2 credits. Review it, then Copy or Regenerate.
5. When the next meeting happens, use New meeting in this series. The agenda is attached free to that meeting.

Example scenario#

The series Digital Services Improvement Programme holds the Digital Services meeting, ACT-2026-0001, 0002 and 0003, and DEC-2026-0001. The generated agenda had eight items:

1. Updated Testing Checklist (ACT-2026-0001, due 2026-10-09)
2. Compilation of User Feedback
3. Unresolved Technical Issues
4. Deployment Readiness
5. Current Progress
6. Upcoming Implementation Tasks
7. Next Milestones
8. Any other business

"Made by AI on 30 Sep 2026… Check it before the meeting."

Expected result#

On Home the series appears as one folder card. The agenda cost 2 credits (credit activity: "Series agenda −2").

Important notes#

• After Add N in the actions picker the open-actions list updates by itself within about a second. (Re-tested; an earlier note that a reload was needed came from checking too soon on a cold development server.)
• Rename, Archive/Unarchive and Delete series were not exercised (VERIFIED THROUGH CODE: components/series/series-view.tsx).
• Series and the "Ask about a series" scope are owner-only (/series/<id> returns 404 for others; VERIFIED THROUGH CODE).