AI Suite
Tame the reading list so prep starts sooner and discussions stay focused — with short, in-book summaries for each section. Get oriented in minutes, then dive where depth is needed. Everything stays private in the same encrypted, permissioned workspace as your board materials.
Use short section briefs to set context, then dig into detail.
Focus time where it moves decisions forward instead of chasing side paths.
keep confidential content protected in the same encrypted workspace as your board materials.
Decide what goes in. Accept, revise, or remove any section, then store and share minutes from the same portal that holds your board book—encrypted, permission-aware, and aligned to retention.
Anchor prep on what matters so directors start aligned. Short briefs at the top of each section give you the gist first, so you can decide where to spend time and where to skim. Summaries sit inside the book you’ll bring to the meeting, not in a separate tool.
Turn volume into clarity so time goes to outcomes, not rabbit holes — with summaries attached to the section you’re viewing, not buried in threads or tabs.
Protect privileged content while you work faster. Analysis happens inside your permissioned portal and follows the same access and retention rules as your board materials, keeping content off public chatbots and out of external training sets. The result is clarity without widening risk.
The AI Suite has definitely provided our board members with the ability to really focus on what's important to them in the board books.
Christina Campos-Davis
Chief of Staff & Assistant Secretary to the Board of Trustees
Office of the President, Trinity University
OnBoard and Minutes AI let us focus on what really matters — our mission and the people we serve. They’ve made our board meetings not just easier, but better.
Andia Dinesen
Chief Operating Officer
Association of Military Banks of America
The single most valuable, measurable impact AI has had on our board management initiatives to date is the automation of routine tasks and data analysis, resulting in a 30% reduction in administrative time and a 25% increase in board meeting productivity. This has enabled our board members to focus more on strategic decision-making and high-value discussion.
Atinuke Mayungbe
Board Administrator, Blossoms Trading Limited Clarity Homecare
Now I don’t have to take the minutes at all, and I can completely participate in the meetings and have comfort that all of that is going to be documented for my future reference.
Jill Brody
Senior Vice President of Risk Management, New Valley Bank & Trust
Our entire team is enthusiastic about the Minutes AI tool. The transcript feature, where I can click and go to the actual moment in the Zoom, is an added plus to double-check the Minutes AI draft.
Kris Pottharst
Director of Board Relations in the President's Office, Xavier University of Louisiana
The feedback has been consistent: It’s incredibly helpful and speeds up the minutes process significantly. They love the summarization features, the notes from the video recordings, and the ability to add their own custom notes afterward.
Christal Cooper-Fimple
Executive Coordinator, Office of the President, Trinity University
Take a hands-on interactive demo of the three launched features — full experience, right in your browser.
