AI Suite
Focus on the room, not the keyboard. As you meet, a transcript and key points take shape. Turn them into an editable minutes draft you control—stored in the same governed workspace as your book and aligned to your retention policies.
Stay present while AI builds a transcript, formats the outline for governance records, then drafts minutes you can refine.
Get an accurate transcript with an outline of decisions and actions, then a minutes draft you can edit
Draft minutes from transcripts without widening risk — kept where board work lives, encrypted, permissioned, and aligned to retention policies.
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.
Stay present while AI Minutes produces a transcript and organizes decisions and actions. Leave with a clear outline you can refine into the official record—without slowing the meeting.
Turn a long discussion into something you can act on. AI Minutes organizes the transcript into a clear outline and a concise summary that spotlights decisions and action items. Confirm what was resolved, fill any gaps, and move to approval faster—kept inside the same encrypted, permission-aware portal as your book.
Choose how much help you want for each meeting. Go transcript-only, add an outline, or generate a first draft—then edit as much as you like. Or turn AI off entirely. Either way, your content stays in one governed workspace, never sent to public chatbots or external training.
With the use of Minutes AI, I don't have anxiety going into a meeting wondering if I'm going to capture everything or miss crucial information. I know it's going to be there.
Libby Hasse
Executive Assistant
Damien Center
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 full AI Suite experience— right in your browser.
