Walk into meetings with informed directors ready to engage in discussions that drive better decisions. Cut down on meeting prep with prompted agendas, generated summaries, and drafted minutes through secure AI embedded in OnBoard.
Keep that work inside your governance record, not a public chatbot. Models run in a closed, permission-aware environment tied to your board materials. Put those guardrails to work with OnBoard AI — ship the book sooner, walk in ready to decide, and keep the record secure.
Publish agendas earlier by turning notes or a file into a structured agenda with titles, presenters, and timing
Minutes AI
Capture the meeting, get an accurate transcript and outline, then generate an editable draft that fits your record.
Book AI
Keep attention on outcomes with section briefs and expected decisions that prevent rabbit holes.
Assist AI
Get up to speed on your board’s history by prompting an assistant to retrieve insights from your governance record.
Insights AI
Surface emerging risks, themes, and compliance red flags so leaders anticipate and address problems
Actions AI
Pull tasks, owners, and deadlines from minutes and link unresolved items to future agendas to keep momentum.
Give every meeting a head start. Draft a clear, time-boxed agenda from a short prompt or file so reviews begin sooner — all inside the same secure portal that publishes your board book.
Publish earlier by turning notes or a supporting document into section titles, presenters, and durations.
Paste in a Word file, email conversation, or planning document and get a ready-to-use draft agenda.
Never built this kind of meeting before? No problem. Just describe what you need and Agenda AI creates a pre-structured draft.
Keep discussion moving while Minutes AI handles the notetaking. Turn the transcript into a draft you control without exposing your record to outside AI models.
Stay present while AI builds a transcript, formats the outline for governance records, then drafts minutes you can refine.
Get an accurate transcript with an outline of decisions and actions, then a minutes draft you can edit
Draft minutes from transcripts without widening risk — kept where board work lives, encrypted, permissioned, and aligned to retention policies.
Start with a clear summary for each section so you get the gist first, then dig into detail where it counts. Bring intelligence to your board materials without skimming every page. Briefs are anchored to agenda sections, not email threads.
Use short section briefs to set context, then dig into detail.
Focus time where it moves decisions forward instead of chasing side paths.
Keep confidential content protected in the same encrypted workspace as your board materials.
Whether you’re inside the book, shaping an agenda, or closing out minutes, Assist AI meets you there. Ask in plain English and it threads context from your record to produce board-ready answers, with results aligned to each user’s access.
Get the backstory in seconds so you can prep with confidence.
See relevant context in place, not buried in folders.
Responses honor roles and permissions; nothing leaves your encrypted portal.
Anticipate what needs the board’s attention and identify emerging issues, compliance red flags, and under-the-surface dynamics before they escalate. It helps board leaders prepare, respond, and guide the organization more effectively.
Help boards stay aligned between sessions by flagging incomplete items, identifying follow-up needs, and bringing continuity to the decisions that matter most.
Our commitment to innovation and continuous improvement means that we'll keep pushing the boundaries of what's possible with AI in board management. As we develop new features and capabilities, we'll always put the needs of our customers first, ensuring that our AI-powered tools are secure, transparent, and designed to help boards work smarter and more efficiently.
Together, we can unlock the full potential of AI in the boardroom and create a new standard for modern governance.
OnBoard utilizes AI models through Microsoft’s Azure OpenAI Service. This integration allows us to leverage advanced AI capabilities while maintaining the high security and compliance standards that Azure provides. By using Enterprise-Grade Microsoft Azure OpenAI Service, we ensure that all data processing occurs within OnBoard’s secure Azure environment.
Key aspects about how OnBoard uses Microsoft’s Azure OpenAI Service:
1. Data Residency and Privacy:
Your board’s data remains within OnBoard’s controlled Microsoft Azure infrastructure and is not shared with external parties. Neither OnBoard, nor Microsoft can leverage customer data to train or improve AI models.
2. Enterprise-Grade Security:
OnBoard’s use of Microsoft Azure provides robust security features, including encryption at rest and in transit, network isolation, and advanced threat protection.
3. Compliance Standards:
OnBoard’s use of Microsoft Azure meets numerous international compliance certifications, aligning with our continued commitments to active third-party certification for ISO 27001, ISO 27701, SOC 2 Type 2, and HIPAA data and privacy standards.
OnBoard takes accuracy seriously and has implemented proactive measures to ensure the reliability of AI outputs:
By using Microsoft Azure OpenAI Service, we employ some of the most advanced and well-tested AI models currently available. These models and are renowned for their accuracy and reliability.
To ensure that the AI outputs are accurate and relevant to the OnBoard platform, we perform rigorous testing tailored to customers’ specific use cases. This involves validation against real-world scenarios and datasets that are relevant to our customers’ needs.
It’s worth noting that all AI-generated suggestions and responses are intended to assist users but may not always be perfect and subject to human review. With regard to Automated Minutes meeting minute generation capabilities, customers have full control to accept, modify, or disregard any AI recommendations, ensuring that final decisions remain firmly in human hands.
Secure Environment: All AI processing occurs within OnBoard’s secure Microsoft Azure infrastructure. OnBoard does not transmit your data outside of this environment.
Data Encryption: OnBoard employs industry-leading encryption standards for data at rest and in transit.
Access Controls: Strict role-based access controls limit data access to authorized personnel only. OnBoard continuously monitor access logs for any unauthorized activity.
Multi-factor Authentication (MFA), Single Sign-on (SSO), Biometric Identification & Remote Device Wipe: OnBoard allows you to boost your board’s security and confidentiality with additional security and access controls including MFA, SSO, biometric identity confirmation for iOS and Android devices, and the ability to remotely wipe lost or stolen devices.
Privacy Assurance: By leveraging Microsoft Azure OpenAI Service, we ensure that your data is not used to train external AI models or shared with third parties.
Compliance and Audits: Our practices are regularly audited by independent third parties to verify compliance with domestic international security and data privacy standards including SOC 2 Type II, ISO-27001, ISO-27701, GDPR, and HIPAA.
Privacy By Default
As a steward of customer personal information and content, will never sell an organization's or user's data to a third party. This commitment is a cornerstone of our data privacy policy.
Privacy By Design
"Privacy by design" is the cornerstone of our development processes, including AI technologies. These principles ensure that privacy considerations are integrated into every aspect of our products and services.
Proactive Assessments
OnBoard undertakes privacy impact assessments in the development of all major product enhancements. This proactive approach ensures that privacy remains at the forefront of all OnBoard's activities and requires comprehensive documentation of AI use cases.
Transparency in AI and Emerging Technology
Transparency is core to our operations. The company maintains transparency on the use of emerging technologies, like AI, in its products, ensuring that customers always know how these technologies are deployed and have choice and control in how they interact with them within the platform.
Secure and Confidential AI Deployment
Any AI model deployed within OnBoard's products operates in a private, closed, and restricted environment. This approach maintains the integrity and confidentiality of customer data at all times, ensuring that inputs submitted to any AI feature within the platform are never shared with third-party model providers or used as future outputs or responses to unauthorized users.
Human Oversight in Decision-Making
The platform never allows an automated system to make material decisions on behalf of a human operator without supervision. The company recognizes the importance of human oversight in critical decision-making processes.
Trustworthy Staff
OnBoard ensures that its staff is competent, professional, and trustworthy, establishing clear expectations and guidelines on the handling of customer information through its Employee Information Security Policy, Information Technology Security Protocol, and Employee Handbooks. The company provides employee training and development to ensure the safe and responsible use of AI tools and emerging technologies.
Industry-Standard Development Practices
OnBoard has incorporated Open Worldwide Application Security Project (OWASP) AI Security and Privacy Guides into its Software Development Lifecycle and develops all AI products in accordance with these standards. The company also audits against the Security Controls Framework to ensure that its security controls, development standards, and data management and privacy practices comply with or exceed requirements across the changing regulatory landscape.
Continuous Monitoring and Auditing of AI Features
Any AI feature deployed in the OnBoard platform is consistently monitored and audited to ensure that it is fulfilling its potential and addressing any issues promptly. This continuous improvement and accountability approach ensures that OnBoard's AI capabilities remain reliable, secure, and beneficial to its customers.
