Board Meeting Software Capabilities
OnBoard AI
Get directors meeting-ready in a fraction of the time with AI that builds agendas, summarizes books, and drafts minutes automatically. Every action item is captured. Your complete board history — every agenda, book, and set of minutes — lives in one secure, searchable place. Enterprise-grade security and full auditability protect every record from the moment it's created.
69% of Directors Already Use AI. Make Sure It’s Secure.
Keep that work inside your governance record, not a public chatbot. Models run in a closed, permission-aware environment tied to your board materials. Put those guardrails to work with OnBoard AI — ship the book sooner, walk in ready to decide, and keep the record secure.
Publish agendas earlier by turning notes or a file into a structured agenda with titles, presenters, and timing
Minutes AI
Capture the meeting, get an accurate transcript and outline, then generate an editable draft that fits your record.
Book AI
Keep attention on outcomes with section briefs and expected decisions that prevent rabbit holes.
Assist AI
Get up to speed on your board’s history by prompting an assistant to retrieve insights from your governance record.
Insights AI
Surface emerging risks, themes, and compliance red flags so leaders anticipate and address problems
Actions AI
Pull tasks, owners, and deadlines from minutes and link unresolved items to future agendas to keep momentum.
Agenda AI
A blank agenda triples the time it takes to start.
Give every meeting a head start. Draft a clear, time-boxed agenda from a short prompt or file so reviews begin sooner — all inside the same secure portal that publishes your board book.
Start Strong From a Prompt
Publish earlier by turning notes or a supporting document into section titles, presenters, and durations.
Import Real-World Materials
Paste in a Word file, email conversation, or planning document and get a ready-to-use draft agenda.
Designed for the New and the Experienced
Never built this kind of meeting before? No problem. Just describe what you need and Agenda AI creates a pre-structured draft.
Minutes AI
Juggling note-taking steals attention from running the meeting.
Keep discussion moving while Minutes AI handles the notetaking. Turn the transcript into a draft you control without exposing your record to outside AI models.
Engage the Room, Capture Everything
Stay present while AI builds a transcript, formats the outline for governance records, then drafts minutes you can refine.
Generate a Draft With One Click
Get an accurate transcript with an outline of decisions and actions, then a minutes draft you can edit
Control How Meetings are Captured
Draft minutes from transcripts without widening risk — kept where board work lives, encrypted, permissioned, and aligned to retention policies.
Book AI
70% of directors say there’s too much to read before meetings.
Start with a clear summary for each section so you get the gist first, then dig into detail where it counts. Bring intelligence to your board materials without skimming every page. Briefs are anchored to agenda sections, not email threads.
Guide Reading, Not Replace It
Use short section briefs to set context, then dig into detail.
Know Where to Look First
Focus time where it moves decisions forward instead of chasing side paths.
Lean on AI that Respects Your Privacy
keep confidential content protected in the same encrypted workspace as your board materials.
Coming Early 2026
Assist AI
Everyone needs the same backstory, but no one knows where to look.
Whether you’re inside the book, shaping an agenda, or closing out minutes, Assist AI meets you there. Ask in plain English and it threads context from your record to produce board-ready answers, with results aligned to each user’s access.
Ask the Omniscient Assistant
Get the backstory in seconds so you can prep with confidence.
Bring Board History to the Page
See relevant context in place, not buried in folders.
Move Fast While You Stay Secure
Responses honor roles and permissions; nothing leaves your encrypted portal.
Coming 2026
Insights AI
Blind spots turn into meeting-day surprises.
Anticipate what needs the board’s attention and identify emerging issues, compliance red flags, and under-the-surface dynamics before they escalate. It helps board leaders prepare, respond, and guide the organization more effectively.
Coming 2026
Actions AI
Follow-ups slip, momentum stalls.
Help boards stay aligned between sessions by flagging incomplete items, identifying follow-up needs, and bringing continuity to the decisions that matter most.
OnBoard AI Promises & Approach
Our commitment to innovation and continuous improvement means that we'll keep pushing the boundaries of what's possible with AI in board management. As we develop new features and capabilities, we'll always put the needs of our customers first, ensuring that our AI-powered tools are secure, transparent, and designed to help boards work smarter and more efficiently.
Together, we can unlock the full potential of AI in the boardroom and create a new standard for modern governance.
