OnBoard AI brings cutting-edge artificial intelligence to the heart of board work — from building agendas and capturing minutes to finding answers and surfacing insights. Built on secure Microsoft Azure infrastructure and designed for real-world governance.
OnBoard AI delivers 10x performance across the boardroom — empowering administrators, general counsels, and directors to operate with unmatched speed, insight, and clarity. It’s the power of institutional knowledge, AI-enhanced workflows, and decision-ready intelligence, all in one secure platform.
This is AI designed for governance: responsible, outcome-driven, and already delivering value in today’s leading boardrooms. From agenda creation to board book context, instant minutes to predictive insights — this is the new standard for board leadership We’re not imagining the future of governance. We’re delivering it.
Minutes AI
Accurate transcripts, AI-powered summaries, and a first draft of your minutes.
Book AI
Surface related documents and information — giving directors better context and prep.
Assist AI
A context-aware assistant across your OnBoard archives. Ask questions, get help, and move faster.
No more staring at a blank agenda. With Agenda AI, you can describe your meeting in plain language — or paste in source materials like email chains — and get a thoughtfully structured agenda in seconds. It’s fast, flexible, and built to help every board meeting start with purpose.
Type a request like “Build an Audit Committee agenda” — and get a thoughtful, clear agenda framework in seconds.
Paste in your minutes doc, email conversation or planning doc, and Agenda AI will extract the essentials and structure them into a usable format.
Never built this kind of meeting before? No problem. Just describe what you need, and Agenda AI will guide you with a smart, pre-structured draft.
Minutes AI redefines how boards capture and document their meetings. Record any session, get a full transcript, see a summarized outline of key points, and automatically generate a first draft of your minutes — all in one seamless workflow.
Automatically capture every word and distill it into what matters most — decisions, discussion, and key actions.
Once your meeting wraps, Minutes AI builds a clean, editable first draft that aligns with your governance needs.
Choose how much automation you want — edit, revise, or delete content as needed to match your board’s tone and recordkeeping preferences.
Book AI adds intelligence to your board materials — surfacing related discussions, documents, and decisions the moment you need them. Whether you're reviewing a budget, policy, or proposal, Book AI provides the full picture without breaking your flow.
Highlight a section, and Book AI reveals prior mentions, related decisions, and supporting documents — without leaving the page.
Built-in review intelligence highlights language and content that may carry risk, so boards can address it before it becomes an issue.
AI-enabled prep pathways deliver personalized read-time estimates, executive-level summaries, and strategic callouts—keeping you aligned, informed, and ready to lead.
Assist AI works like the expert assistant you’ve always wanted — always available, always in context. Whether you’re reviewing a report, preparing for a meeting, or following up on board actions, Assist AI provides instant answers, summaries, and guidance. It’s there when you need it, designed to keep your board moving forward with clarity and confidence.
Assist AI searches your full board archive—past and present—to deliver instant answers and insights, right when you need them.
Just type what you’re looking for—like you’d ask a colleague—to find key info, distill documents, or understand board history without switching tools or tabs.
Ask Assist AI to recall key decisions, summarize prior meetings, or surface past documents — all in natural language, all without breaking focus.
Great governance doesn’t just react — it anticipates. Insights AI identifies 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.
From succession to compliance issues, Insights AI highlights potential gaps before they become boardroom emergencies.
Track governance health and engagement patterns — and see how your board stacks up against best practices frameworks.
Insights AI reviews board materials and surfaces areas that may need review or legal attention — reducing exposure before meetings happen.
Governance doesn’t stop when the meeting ends. Actions AI will help boards stay aligned between sessions — by flagging incomplete items, identifying follow-up needs, and bringing continuity to the decisions that matter most.
Actions AI will detect unresolved issues and link them to future agendas, ensuring continuity across meetings.
From compliance steps to confirmations, Actions AI will help teams automate the governance tasks that follow every meeting.
Boards of the future don’t just make decisions — they track, act, and evolve. Actions AI is being built to make that easier than ever.
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.
OnBoard utilizes AI models through Microsoft’s Azure OpenAI Service. This integration allows us to leverage advanced AI capabilities while maintaining the high security and compliance standards that Azure provides. By using Enterprise-Grade Microsoft Azure OpenAI Service, we ensure that all data processing occurs within OnBoard’s secure Azure environment.
Key aspects about how OnBoard uses Microsoft’s Azure OpenAI Service:
1. Data Residency and Privacy:
Your board’s data remains within OnBoard’s controlled Microsoft Azure infrastructure and is not shared with external parties. Neither OnBoard, nor Microsoft can leverage customer data to train or improve AI models.
2. Enterprise-Grade Security:
OnBoard’s use of Microsoft Azure provides robust security features, including encryption at rest and in transit, network isolation, and advanced threat protection.
3. Compliance Standards:
OnBoard’s use of Microsoft Azure meets numerous international compliance certifications, aligning with our continued commitments to active third-party certification for ISO 27001, ISO 27701, SOC 2 Type 2, and HIPAA data and privacy standards.
OnBoard takes accuracy seriously and has implemented proactive measures to ensure the reliability of AI outputs:
By using Microsoft Azure OpenAI Service, we employ some of the most advanced and well-tested AI models currently available. These models and are renowned for their accuracy and reliability.
To ensure that the AI outputs are accurate and relevant to the OnBoard platform, we perform rigorous testing tailored to customers’ specific use cases. This involves validation against real-world scenarios and datasets that are relevant to our customers’ needs.
It’s worth noting that all AI-generated suggestions and responses are intended to assist users but may not always be perfect and subject to human review. With regard to Automated Minutes meeting minute generation capabilities, customers have full control to accept, modify, or disregard any AI recommendations, ensuring that final decisions remain firmly in human hands.
Secure Environment: All AI processing occurs within OnBoard’s secure Microsoft Azure infrastructure. OnBoard does not transmit your data outside of this environment.
Data Encryption: OnBoard employs industry-leading encryption standards for data at rest and in transit.
Access Controls: Strict role-based access controls limit data access to authorized personnel only. OnBoard continuously monitor access logs for any unauthorized activity.
Multi-factor Authentication (MFA), Single Sign-on (SSO), Biometric Identification & Remote Device Wipe: OnBoard allows you to boost your board’s security and confidentiality with additional security and access controls including MFA, SSO, biometric identity confirmation for iOS and Android devices, and the ability to remotely wipe lost or stolen devices.
Privacy Assurance: By leveraging Microsoft Azure OpenAI Service, we ensure that your data is not used to train external AI models or shared with third parties.
Compliance and Audits: Our practices are regularly audited by independent third parties to verify compliance with domestic international security and data privacy standards including SOC 2 Type II, ISO-27001, ISO-27701, GDPR, and HIPAA.
Privacy By Default
OnBoard, as a steward of customer personal information and content, will never sell an organization's or user's data to a third party. This commitment is a cornerstone of OnBoard's data privacy policy.
Privacy By Design
OnBoard adheres to "privacy by design" principles in all its development processes, including AI technologies. These principles ensure that privacy considerations are integrated into every aspect of OnBoard's products and services.
Proactive Assessments
OnBoard undertakes privacy impact assessments in the development of all major product enhancements. This proactive approach ensures that privacy remains at the forefront of all OnBoard's activities and requires comprehensive documentation of AI use cases.
Transparency in AI and Emerging Technology
Transparency is core to OnBoard's operations. The company maintains transparency on the use of emerging technologies, like AI, in its products, ensuring that customers always know how these technologies are deployed and have choice and control in how they interact with them within the platform.
Secure and Confidential AI Deployment
Any AI model deployed within OnBoard's products operates in a private, closed, and restricted environment. This approach maintains the integrity and confidentiality of customer data at all times, ensuring that inputs submitted to any AI feature within the platform are never shared with third-party model providers or used as future outputs or responses to unauthorized users.
Human Oversight in Decision-Making
OnBoard never allows an automated system to make material decisions on behalf of a human operator without supervision. The company recognizes the importance of human oversight in critical decision-making processes.
Trustworthy Staff
OnBoard ensures that its staff is competent, professional, and trustworthy, establishing clear expectations and guidelines on the handling of customer information through its Employee Information Security Policy, Information Technology Security Protocol, and Employee Handbooks. The company provides employee training and development to ensure the safe and responsible use of AI tools and emerging technologies.
Industry-Standard Development Practices
OnBoard has incorporated Open Worldwide Application Security Project (OWASP) AI Security and Privacy Guides into its Software Development Lifecycle and develops all AI products in accordance with these standards. The company also audits against the Security Controls Framework to ensure that its security controls, development standards, and data management and privacy practices comply with or exceed requirements across the changing regulatory landscape.
Continuous Monitoring and Auditing of AI Features
Any AI feature deployed in the OnBoard platform is consistently monitored and audited to ensure that it is fulfilling its potential and addressing any issues promptly. This continuous improvement and accountability approach ensures that OnBoard's AI capabilities remain reliable, secure, and beneficial to its customers.
