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Agenda Builder

Ship Earlier With Agenda-Native Books

Shorten prep to ship earlier with agenda-native books and one-click publish. Clone last meetings, carry owners forward, and keep annotations when late changes hit —so directors always open the right version.

Build From the Agenda

Create agenda-native books to ship earlier and keep owners and annotations intact through changes.

Update Once, No Rebuilds

Make a single change and the book stays current so directors always open the right version.

One Workspace, Zero Inbox

Assemble in a private draft with role-based access, then publish the final in one click.

Templates + Agenda AI

Make templates or start from a prompt to publish a clear, time-boxed agenda fast.

Turn Notes Into a Ready Agenda with Agenda AI

Publish earlier by turning a short prompt or supporting file into a structured, time-boxed agenda with titles, owners, and durations. Suggest sections from your templates, flag gaps, and keep everything private and permission-aware inside the same portal that publishes the book—no app-switching, no inbox copies.

Keep Work in One Place, Not Email

Keep one source of truth to end version chase with a private draft workspace and role-based access. Bring the right stakeholders in to assemble sections, let owners upload their documents directly, then share the final agenda to the full board with one click.

Standardize Once, Reuse Every Cycle

Standardize prep to ship earlier with reusable templates that carry forward owners, timing, and section order. Save different patterns per board or committee, set required items and defaults, and clone last meeting without losing context—so every cycle starts strong and finishes faster.

Get Started with OnBoard

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Edit in 365. Pull In Any File Type

Speed edits for admins with Microsoft 365 co-authoring that keeps you in your tools. Collaborate in Word/Excel/PowerPoint, retain tracked changes and comments, and pull in outside files without breaking your workflow.

Frequently Asked Questions

Can OnBoard handle large board packets with many agenda attachments?

OnBoard’s Board Book feature compiles multi-document board packets into a single navigable package with automatic table of contents and section markers — routinely handling packets exceeding 200- pages across dozens of agenda items.

OnBoard includes AI-powered tools — Agenda AI, Minutes AI, Book AI — that automate the most time-intensive parts of agenda creation and meeting management, reducing the average preparation cycle from hours to minutes.

OnBoard’s Agenda Builder supports custom sections, templates, presenters, time allocations, and drag-and-drop reordering. Agenda AI generates agenda structures from a short prompt, which administrators then customize to match their organization’s unique governance format.

OnBoard is designed for directors who aren’t power users. Meeting Briefs send automated notifications with clear, actionable guidance — review these materials, cast this vote, meet this deadline — so agenda engagement doesn’t depend on technical proficiency.

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