Staff-supported boards
Make board management the easiest part of someone’s job.
When board work is one duty among many, it’s the prep, the packets, the minutes, and the follow-ups that eat the calendar. BoardSite gives the person managing the board one place to run it, and an AI Board Secretary that does the drafting.
Board management is only part of my job, but it takes over my week. Packet assembly is slow. Follow-ups slip. Materials need to look professional. And continuity matters when officers and committee chairs rotate.
How BoardSite helps
Faster prep
Build the agenda from the last meeting, assemble the packet in one place, and send it without chasing attachments.
Minutes and follow-ups handled
Advanced can turn meeting recordings into transcripts, reviewable minutes, and extracted action items. Board OS carries unfinished work across meetings and adds full-history continuity.
Fewer repeat questions
Answers from past meetings are a search away, so you’re not the board’s help desk.
The right plan for you
Standard centralizes the non-AI workflow with unlimited members. Move to Advanced when AI-drafted agendas, transcripts, reviewable minutes, and extracted action items would save you hours. Move to Board OS when you need those action items carried forward across meetings and answers from the board’s full history.
Onboarding fits here
Staff-supported boards may prefer Launch Guided for configuration, launch planning, roster and committee setup, document import, and administrator training.
See migration & onboarding