Executive-supported boards

Give leadership a real board operating layer.

When a CEO, ED, chief of staff, or board liaison runs board operations, the bar is higher: polished materials, reliable process, and a record that survives any one person leaving. BoardSite keeps materials, decisions, committees, permissions, and history searchable and easy to hand off.

Board members are senior people, and materials have to be right. The liaison can’t be a single point of failure. Committees add complexity. Historical context matters. We need a real process, not shared folders.

How BoardSite helps

01

A polished, reliable operating layer

The AI Board Secretary drafts agendas, minutes, and documents from the board’s actual record, with a human in the loop on every output.

02

Ask it anything, scoped to permissions

Find past decisions, open action items, and final documents in seconds, while respecting roles, committees, and access.

03

Continuity that survives turnover

When the liaison or an officer changes, the record and the workflow stay intact.

The right plan for you

Advanced adds evaluations, meeting-level AI, advanced access controls, detailed audit trails, unlimited administrators, and priority support. Board OS adds full-history continuity, briefs, workflows, and the assignable AI Board Secretary. Managed SSO is available on request.

Onboarding fits here

Executive-supported boards are often moving from another platform or years of records. Launch Complete covers migration planning, data review, historical record migration, configuration, handoff, and training.

See migration & onboarding

See which plan fits your board.