A board meeting that starts with a real agenda, runs from an assembled packet, and ends with minutes and action items already written. Describe your board, your committees, and your meeting rhythm, and Taskade Genesis builds the agenda template, the packet checklist, the decision log, and the follow-up tracker that carries items from one meeting to the next.
The app embedded on this page is Event Management Portal, a real Taskade Genesis build that runs a scheduled gathering from prep through follow-up. Open an item, add a discussion point, see the follow-ups collect, then clone it in about ten seconds and reshape it into the board agenda, packet, and minutes described above.
Each meeting record holds the date, the attendees and apologies, whether quorum was met, the agenda with a time budget per item, the linked packet documents, the motions with movers, seconders and results, the decisions, and the action items with owners and due dates. Linked records carry unfinished action items forward automatically, which is the single thing that makes a board meeting feel like progress rather than a monthly rerun.
Workspace DNA holds institutional memory. Memory keeps every past decision and policy adopted, so the question "did we already decide this" takes ten seconds. Intelligence, powered by 15+ frontier models from OpenAI, Anthropic, Google, and open-weight providers, drafts the agenda from open items and the annual governance calendar, turns rough notes into clean minutes in the right formal register, and summarizes a long finance report into the three lines a board actually needs. Execution sends the packet, reminds owners of action items, and opens the next agenda.
Run the cycle in whichever layout fits:
- List view, the agenda and the minutes in reading order
- Table view, action items with owner, due date, and status across meetings
- Board view, agenda items moving from proposed to scheduled to decided
- Calendar view, the annual meeting and governance calendar
- Plus Mind Map, Gantt, and Org Chart across the 7 project views
Automations handle the logistics. With Taskade automations, the packet deadline creates tasks for each contributor, a meeting seven days out sends the packet by email, and an action item nearing its due date pings its owner. Across 100+ bidirectional integrations, Google Calendar and Drive pull dates and documents in while Gmail and Slack push the packet and reminders out.
The AI agents carry 34 built-in tools including file analysis, so an agent can take the raw notes from a two-hour meeting and produce minutes that record decisions accurately, separate discussion from resolution, and list every action item with an owner.
Clone it, invite your board chair and your secretary, and the minutes, the decisions, and the policy history stay with the organization.
See other builds in the Community Gallery, start a new one at Taskade Genesis, or learn document sharing in Learn. Bring new directors up to speed with board member recruitment and onboarding, give the finance report a source in the annual budget and cash-flow tracker, and keep governance dates visible on the filing and compliance calendar.
Frequently Asked Questions
Do the minutes meet what our bylaws require?
The format captures attendance, quorum, motions with movers and seconders, votes, and decisions, which covers what most bylaws specify. Have your secretary or counsel confirm the template once against your own bylaws, then reuse it.
Can board members see the packet without editing anything?
Yes. Share the meeting project with view access so directors read the packet and the minutes without changing records. Committee members can get edit access to their own committee project only.
What happens to action items nobody finished?
They carry forward and appear on the next agenda with their age visible. That visibility is usually enough on its own to change the completion rate.
Can it handle committee meetings too?
Yes. Each committee gets its own project using the same structure, with items escalating to the full board where required. The Org Chart layout is useful for showing committee composition.
Does it record executive session properly?
Add a restricted section that notes the fact and duration of the session and the decisions taken, without the discussion detail, kept in a project only officers can open.
Can it prepare the consent agenda?
Yes. Routine items are grouped automatically with their supporting documents attached, which shortens the meeting and leaves time for the discussion that needs it.
Is this useful for an all-volunteer board?
Especially so. When nobody has staff support, the automatic packet assembly, the drafted minutes, and the carried-forward action items replace work that otherwise falls on one exhausted volunteer secretary.
