Board work should focus on judgment, not juggling files. Yet most prep still means wrestling with versions, rebuilding packs, and scrambling to capture what happened. The OnBoard AI Suite is designed to change that. It brings practical help to every step of the meeting life cycle inside a secure, compliant governance platform.
What’s included in the upcoming OnBoard AI Suite:
- Agenda AI: Turn a plain-English prompt into a structured agenda in minutes — suggested timings, presenters, and materials included — so you never start from a blank page.
- Book AI: Prepare faster with change highlights and quick answers to questions like, “What’s new in the audit?” Answers cite the source pages, so prep is speedy and solid.
- Minutes AI: Capture motions, votes, and actions as they happen and review a clean first draft shortly after gavel-out, so same-day minutes become normal, not heroic.
Before the Meeting: Start Faster, Arrive Aligned
Great meetings start with a clear plan. Agenda AI turns a simple prompt into a ready-to-review draft, so the lift is lighter from the first minute. This includes timings, presenters, and known materials. Book AI then helps everyone prepare with confidence. Directors can see what changed since last time, where discussion will likely focus, and which pages deserve a closer look. If someone wants the short version, they can ask for it and get an answer that points back to the document. People show up ready to decide, not to rehash.
“The efficiency gain has freed up board members to focus more on strategic decision-making rather than administrative tasks, leading to faster turnaround on key initiatives.”
— Athena Wilkerson, Sewanee: The University of the South
Enhance strategic meetings with OnBoard's intuitive board management tools.
During the Meeting: A Clear Pace with Fewer Distractions
During the meeting, Agenda AI lines up the right documents, opens to the exact page, and shows the timebox and presenter so the chair keeps pace and directors stay in the conversation. If someone asks, “What changed since last quarter?” you can get a short answer with a link to the source page, then keep going. When it’s time to decide, the motion and vote are right there. No switching tools, no hunting for the right file.
While the discussion unfolds, Minutes AI handles the record in the background. It captures motions, votes, and action items effortlessly as they happen, and a clean first draft of the minutes is ready quickly after gavel-out. The meeting participant who used to furiously scribble notes can now look up, listen, and participate fully. Attention stays on the issues, not on typing.
“…the automation of routine tasks and data analysis has enabled our board members to focus more on strategic decision-making and high-value discussions, driving greater efficiency and effectiveness in our governance processes.”
— Atinuke Mayungbe, board administrator, Clarity Homecare
After the Meeting: Publish Minutes the Same Day
The minutes are the official record, and they need to be right. Minutes AI helps capture motions, votes, and actions as they happen and assembles a clean first draft shortly after gavel-out. Administrators review, edit, and seek approvals quickly. No retyping, no chasing scattered notes. The result is a record that reflects what happened and makes follow-through clear.
Between Meetings: Momentum by Default
Good governance lives between meetings too. With the AI Suite inside the platform, decisions, votes, and tasks carry forward automatically. Directors see what needs attention at a glance. Admins know what’s done and what’s left. Nothing gets buried in email, and nothing slips through the cracks. The board keeps its rhythm — steady, transparent, and accountable.
Built for the Board's Sensitive Work
AI should never be a mystery box. These capabilities run inside a secure environment with role-based access, SSO/MFA, and audit-ready records. Documents stay in the portal; identity and permissions stay in your control. When AI suggests an answer, it points back to the source, so it’s easy to verify and move on.
Less process. More progress. That’s the point. Create an agenda in moments, prepare with confidence, run tighter discussions, and publish minutes the same day — all within a trusted, secure platform. Directors get clarity. Administrators get time back. Leadership gets decisions faster and records they trust. If your organization wants an early look, raise your hand for the AI Suite preview and see how much grind you can take out of the next board cycle.
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About The Author
- Josh Palmer serves as OnBoard's Head of Content. An experienced content creator, his previous roles have spanned numerous industries including B2C and B2B home improvement, healthcare, and software-as-a-service (SaaS). An Indianapolis native and graduate of Indiana University, Palmer currently resides in Fishers, Ind.
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