Agenda & Minutes
Stop sending mass emails with attachments. Build interactive agendas and minutes instead.
Agendas and minutes are the backbone of your board record. BoardSite keeps them together, reusable, and searchable, and the AI Board Secretary can draft both for you.
Product walkthrough
Build the agenda and finish the minutes in one workspace.
Swipe through the agenda builder and meeting-minutes views.
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Putting together a board agenda shouldn’t mean a pile of attachments. BoardSite makes it easy to create, prepare, and share agendas in an easy-to-use format. The agenda builder works with line-item precision: link relevant documents, votes, speakers, and committees to each item. Minutes can be recorded against the agenda as the meeting happens.
Each agenda item can link to a vote, a speaker or presenter, a committee, and documents, so members have everything they need to prepare in advance. Members follow along in Meeting Viewer (great for remote and in person), reviewing line-item detail ahead of time.
Key features that improve your meetings
- Build efficiently: use templates or clone a prior agenda for consistency.
- Collaborate: prepare items together and attach files without email attachments.
- Distribute in one click: share the full agenda with all participants at once.
- Track progress: review previous meetings and carry forward open action items.
- Capture minutes: record minutes against each item and publish them quickly.
With the AI Board Secretary
Advanced can draft agendas from prior minutes and open items, transcribe recordings, and prepare reviewable minutes and action items. Board OS adds full-history context and cross-meeting continuity. A human reviews and approves every output.
Tied to your board’s memory
Every agenda and set of minutes is stored and searchable, so next quarter starts from what actually happened, not a blank page.
Meet the AI Board SecretaryPlan availability
The agenda and minutes workspace is included on Standard and up. Advanced adds AI-drafted agendas, recording transcripts, reviewable minutes, and extracted action items. Board OS adds full-history context and cross-meeting continuity.
Questions & answers
Agenda and minutes questions
How BoardSite connects meeting preparation, records, and human-approved AI drafts.
Can agendas and minutes use the same meeting record?
Yes. Minutes are recorded against the agenda’s line items, keeping related documents, speakers, decisions, votes, and follow-ups connected from preparation through approval.
What can BoardSite's AI draft for a meeting?
Advanced can draft the next agenda from prior minutes and open items, then turn a completed recording into reviewable minutes and action items. Board OS adds context across the full authorized history.
Who approves AI-drafted minutes?
Authorized reviewers do. AI output remains a draft until a person edits and approves it through the board’s normal governance process. Learn about BoardSite’s AI boundaries.