✨ Available in Advanced & Enterprise Plans

Smart Meetings: Intelligent Meeting Creation

Transform meeting preparation with intelligent agenda generation. Upload previous minutes, select a template, and let BoardSite create comprehensive agendas with follow-up items and intelligent task assignments in seconds.

Intelligent Meeting Creation with GPT-4

Our OpenAI-powered system analyzes your documents and context to create perfect meetings every time.

📄

Document Intelligence

Upload PDFs or Word documents from previous meetings. Our OCR technology reads even scanned documents, extracting agenda items, decisions, and action items automatically.

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Analysis

Our AI understands meeting context, identifies follow-up items, and generates relevant agenda topics based on your organization’s needs.

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6 Meeting Templates

Pre-configured for Board Meetings, Committee Meetings, Annual Meetings, Strategic Planning, Emergency Sessions, and Training Workshops. Each optimized for its purpose.

Smart Task Extraction

AI identifies action items from previous minutes and automatically assigns them to the right people with intelligent due dates based on discussion context.

Time Allocation

Based on meeting type and agenda complexity, AI suggests appropriate time blocks for each item, helping you stay on schedule.

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Intelligent Follow-ups

Never lose track of unfinished business. AI identifies items requiring follow-up and automatically adds them to your new agenda with context.

Create Your Next Meeting in 5 Simple Steps

Watch how Smart Meetings transforms your input into a complete meeting package

Smart Meeting Builder – Live Demo

1

Choose Template

Select from 6 meeting types

2

Upload Documents

Add previous agendas/minutes (optional)

3

Add Context

Describe meeting objectives

4

AI Processing

GPT-4 analyzes and generates
5

Review & Create

Edit if needed, then publish

Smart Meeting Output:

1. Call to Order & Approval of Minutes

📎 February minutes attached • Chair leads

10 min

2. Website Redesign Update

⚠️ Follow-up from February • Marketing Committee

15 min
3. Q1 Financial Review

📊 Treasurer presents • Vote required

20 min
4. Action Item: Grant Application

✅ Assigned to Sarah Chen • Due April 15

Task

Six Intelligent Meeting Templates

Each template is optimized with AI prompts specific to its meeting type

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Board Meeting

👥

Committee Meeting

📅

Annual Meeting

🎯

Strategic Planning

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Emergency Meeting

📚

Training Workshop

Enterprise-Grade Technology

🔧 Platform Capabilities

Artificial Intelligence: Uses the latest AI models for accurate, context-aware generation

OCR Technology: Process scanned PDFs and images with high accuracy

 Multi-Format Support: PDF and Word documents with large files supported

 Intelligent Task Assignment: Automatically identifies and assigns tasks to specific individuals

 Secure Processing: All documents processed with enterprise-grade security

 Real-time Generation: Complete agendas created in seconds

The Impact of Smart Meetings

90%

Time saved on prep

100%

Follow-ups tracked

30 sec

To full agenda

0

Items forgotten

🚀 Smart Meetings is Available in Advanced & Enterprise Plans

Advanced plan ($299/month) includes full Smart Meetings capabilities for up to 50 users.
Enterprise plans include unlimited usage with priority processing.

Frequently Asked Questions

What types of documents can I upload?

Smart Meetings accepts PDF, Word, Excel and PowerPoint documents. Our OCR technology can even process scanned documents, extracting text from images. This means you can upload handwritten notes, scanned meeting minutes, or any PDF regardless of how it was created.

How does the AI understand my organization's context?

Our AI analyzes the documents you upload along with the context you provide about the meeting. It learns from your previous agendas and minutes to understand your organization’s terminology, recurring topics, and meeting patterns. The more you use it, the better it gets at matching your style.

Can I edit the generated content?

Absolutely! The generated agenda is a starting point. You have full control to edit, add, remove, or reorganize any items. You can adjust time allocations, change presenters, modify descriptions, or add additional context before creating the meeting.

How are tasks automatically assigned?

Smart meetings identifies action items from meeting context and looks for specific individuals mentioned in relation to tasks. When it finds phrases like “Sarah will handle the grant application” or “assigned to the Finance Committee,” it automatically creates tasks with those assignments and intelligent due dates based on urgency indicators.

Is my data secure when using AI features?

Yes, all document processing happens securely within our infrastructure. Documents are encrypted during upload and processing. We use enterprise AI services that ensure your data is not used for training models. All generated content belongs to your organization.

Ready to Transform Your Meeting Preparation?

Join organizations saving hours on meeting prep with smart agenda creation.