Minutes Builder

Draft Minutes In Seconds

Speed edits to shorten prep with live co-authoring in Word, Excel, and PowerPoint. Auto-save and history stay in 365; permissions and publishing stay governed in the portal.

Decisions Captured In-Meeting

Log motions, votes, and tasks live, assign owners, and roll outcomes straight into the record.

Minutes AI, First Draft Fast

Start with an AI draft built from your agenda, attendance, and actions, then edit in place.

One Version, Real-Time Edits

Co-edit minutes in the same portal as your books—no emailed files or conflicting versions.

Publish to Approval Quickly

Export to Word/PDF, attach for approval or eSignatures, and publish to the resource center with an audit trail.

Meeting Outline Modal

Stay present. Let Minutes AI Take Notes.

Focus on the room, not the keyboard. As you meet, a transcript and key points take shape. Turn them into an editable minutes draft you control—stored in the same governed workspace as your book and aligned to your retention policies.

Capture Decisions While You Meet

Move from talk to decision without losing the thread by logging motions, votes, and action items live. Assign owners and due dates on the spot, link supporting pages, and roll outcomes straight into the minutes and book.

Minutes Collage 2024

Efficiently Track Attendance, Record Motions, and Tasks

Keep minutes aligned to the agenda so nothing gets lost. Tap to mark attendance, add sections on the fly, and mirror the order of discussion—so edits are faster and the final stays consistent with the book.

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Export

Effortlessly export as a Word doc or PDF.

Once you've reviewed your minutes, OnBoard facilitates quick publishing within your resource center, as a PDF or Word Document. You can even attach the minutes directly to your next meeting agenda for approval or eSignatures.

Publish and Approve in One Flow

Go from draft to approved record without leaving the portal. Export to Word or PDF, attach minutes to the next agenda for approval, route for eSignatures when needed.

Secure Record-Keeping

Avoid exposing sensitive information by keeping your minutes secure within OnBoard.

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