Features
Everything BoardSite does feeds one board memory.
Meetings, documents, votes, evaluations, decisions, and action items, all in one place that compounds over time. Here’s the full list.
AI Board Secretary
One product.
Advanced adds AI-drafted agendas, recording transcripts, reviewable minutes, and extracted action items. Board OS adds full-history answers, cross-meeting continuity, briefs, document drafting, and an assignable AI Board Secretary with human review.
Meeting management
- Agenda & Minutes
- Meeting Viewer
- Online Voting
- Board Evaluations
Documents & collaboration
- Document Library
- Discussions
- Committees
- Member Directory
Organization & tasks
- Tasks
- Board packets
- RSVPs with custom questions
- Surveys & polls
Access & security
- Security & permissions
- Mobile apps (iOS and Android)
- Magic-link login
- Managed SSO (available on request)
Integrations
- Calendar
- Slack & Teams
- Video platforms
Reporting
Higher tiers.
- Benchmark reporting
- Custom reporting
Not sure what you need? Let the assessment recommend a plan.
AI Board Secretary
One product.
Advanced adds AI-drafted agendas, recording transcripts, reviewable minutes, and extracted action items. Board OS adds full-history answers, cross-meeting continuity, briefs, document drafting, and an assignable AI Board Secretary with human review.
Meeting management
Agenda & MinutesCreate interactive agendas and capture minutes against the same line-item record.
- Link documents, votes, speakers, and committees to agenda items.
- Share board packets before the meeting and record minutes as it happens.
- Keep finalized agendas and minutes searchable in one archive.
Meeting ViewerGive every participant one live view of the agenda, documents, video meeting, and votes.
- Follow the agenda line by line.
- Open linked materials without switching tools.
- Support in-person, remote, and hybrid participation.
Online VotingReplace reply-all voting with secure motions, deadlines, tallies, and permanent records.
- Vote before, during, or after a meeting.
- Attach resolutions and supporting documents.
- Track responses, changes, deadlines, and final results.
Board EvaluationsRun repeatable board, committee, chair, and executive assessments without spreadsheet cleanup.
- Start from ready-made governance templates.
- Support anonymous or identified responses.
- Turn results into clear analytics and action items.
Documents & collaboration
Document LibraryStore board materials in one secure, organized library instead of email attachments.
- Use folders, visibility controls, and version history.
- Link documents directly to meetings, agenda items, and votes.
- Import from supported cloud-storage services.
Public PortalPublish selected meetings, agendas, minutes, and documents to a clean public page.
- Publishing is off until an authorized person approves it.
- Choose public details meeting by meeting and document by document.
- Keep the public page current from the same BoardSite record.
DiscussionsKeep board conversations, replies, and attachments together in a private thread.
- Start focused discussions outside a meeting.
- Notify the right participants without a reply-all chain.
- Preserve the conversation as part of the board record.
CommitteesGive committees dedicated workspaces with the same tools as the full board.
- Run committee meetings, votes, and document libraries.
- Restrict access to designated committee members.
- Connect committee decisions back to the full board.
Member DirectoryManage the roster, roles, access, and directory information from one place.
- Invite and update members without support tickets.
- Control administrator, member, observer, and committee access.
- Keep private login information out of the public directory.
Board operations
Tasks & action itemsAssign work, track ownership, and carry open action items into the next meeting.
- Capture an owner, deadline, status, and source meeting.
- Notify members and keep work visible between meetings.
- Close the loop without maintaining a separate tracker.
Board packetsPackage the agenda and supporting documents into one organized meeting record.
- Keep packet content synchronized with the live agenda.
- Control access at the document level.
- Give directors one reliable place to prepare.
RSVPs & attendanceCollect attendance and meeting-specific responses before the meeting begins.
- Track invited, attending, remote, and absent members.
- Ask custom RSVP questions when needed.
- Keep the attendance record attached to the meeting.
Surveys & pollsCollect quick feedback without leaving the board portal.
- Use simple questions for pulse checks and planning.
- Keep responses connected to board activity.
- Reduce one-off forms and disconnected results.
Access & security
Security & permissionsProtect sensitive records with role-based access, encryption, audit logging, and two-factor authentication.
- Scope content by role and committee.
- Review a complete activity trail.
- Discuss managed SSO and residency requirements with our team.
Mobile appsGive directors secure iOS and Android access wherever board work happens.
- Review materials and agendas on the go.
- Join discussions and cast votes remotely.
- Use notifications to stay current between meetings.
Flexible sign-inMake secure access practical for directors with different technical comfort levels.
- Use email and password with optional two-factor authentication.
- Offer secure magic-link access where supported.
- Use Google or Microsoft sign-in, or request managed SSO.
Integrations
Calendar systemsAdd individual meetings or subscribe to upcoming meetings in the calendar directors already use.
- Open Google Calendar, Yahoo Calendar, iCal, or Outlook Calendar links.
- Subscribe with a personal Webcal link.
- Keep meeting details visible without exposing protected board materials.
Video conferencingConnect Zoom and Microsoft Teams meetings to the agenda and board record.
- Launch an approved meeting link from the Meeting Viewer.
- Keep documents and agenda context beside the call.
- Control whether the conferencing link is shared with participants.
Cloud documentsBring approved files into BoardSite from common cloud-storage services.
- Support Google Drive and Dropbox workflows.
- Apply BoardSite access controls after import.
- Link imported material to the work it supports.
Reporting
Board health & benchmarksMeasure governance, meetings, engagement, and follow-through against a consistent framework.
- Get an immediate Board Health Score.
- See category-level strengths and gaps.
- Match the board to the capabilities it actually needs.
Audit & activity reportingUse the board’s real activity record for governance and security review.
- Review logins, votes, changed votes, RSVPs, and updates.
- Preserve a permanent record of board actions.
- Request controls documentation during evaluation.
Questions & answers
BoardSite feature questions
What the platform includes, how its record connects, and where AI begins.
What features are included in BoardSite?
BoardSite includes agendas, minutes, a live Meeting Viewer, voting, evaluations, documents, discussions, committees, member management, tasks, RSVPs, surveys, mobile apps, and integrations. Availability varies by plan.
How does BoardSite create a board memory?
Meetings, documents, votes, decisions, and action items stay connected in one searchable record. That history remains available when directors, officers, or staff change.
Which BoardSite AI capabilities belong to each plan?
Advanced adds meeting-level AI for agendas, transcripts, minutes, and action items. Board OS adds full-history chat, briefs, continuity, workflows, and an assignable AI Board Secretary.
Does BoardSite AI respect permissions?
Yes. AI retrieval uses the same role, committee, and document permissions as the portal. It cannot use restricted material to answer someone who is not authorized to see it. See Security.
Does BoardSite work on mobile and with other tools?
Paid plans include iOS and Android apps plus connections for Zoom, Microsoft Teams, calendar feeds, Google Drive, OneDrive, and Dropbox. Some integrations and notifications require Advanced or Board OS.