A board recruitment pipeline built on an honest skills matrix, plus an onboarding track that makes a new director useful by their second meeting. Describe your current board and what your organization needs next, and Taskade Genesis maps the gaps, builds the candidate pipeline, and creates the onboarding checklist with the documents attached.
The app embedded on this page is Quick Apps Onboarding, a real Taskade Genesis build that carries a new member from first contact through a first-ninety-days checklist. Move someone across the stages, open a record, then clone it in about ten seconds and extend it with the board skills matrix and recruitment stages described above.
You get two connected things. The first is a matrix of current directors against the skills, communities, and connections your organization needs: finance, legal, program expertise, fundraising, lived experience of the community you serve, and the terms and expiry dates that tell you how many seats open next year. The second is the pipeline: identified, approached, met, nominated, elected, onboarding, active, with an owner on each candidate. Linked records connect a director to their committee assignments, their term dates, and their conflict of interest disclosure.
Workspace DNA keeps governance from drifting. Memory holds terms, disclosures, and the reasons past candidates declined, so recruitment does not restart from zero every year. Intelligence, using frontier models from top AI labs, reads the matrix and names the specific gaps, drafts a candidate-facing role description with real expectations including give or get, and writes the personal approach note. Execution schedules the coffee meetings, tracks the disclosures, and runs the onboarding checklist.
Work board development in whichever layout is clearest:
- Board view, candidates moving from identified to elected
- Table view, the skills matrix with gaps and term expiries visible
- Org Chart view, the board and its committees at a glance
- Calendar view, term expiries, elections, and onboarding sessions
- Plus List, Mind Map, and Gantt across the multiple project views
Automations keep the cycle moving. With Taskade automations, a term expiring within nine months opens a recruitment task, a nominated candidate triggers the disclosure request, and an elected director starts the onboarding sequence with the bylaws, the budget, and the strategic plan attached. Across 100+ bidirectional integrations, Google Calendar and Gmail pull meetings and replies in while Slack and email push the reminders out.
The AI agents carry built-in tools including web search and persistent memory, so an agent can research a prospective director's public professional background and board service, and draft a tailored invitation that names why this person specifically.
Clone it, invite your governance committee chair, and the matrix, the pipeline, and the onboarding materials stay with the organization through every leadership change.
Browse other builds in the Community Gallery, start fresh at Taskade Genesis, or learn the org chart layout in Learn. Put new directors straight into board meetings with agendas and minutes, and give them the numbers from the annual budget and cash-flow tracker.
Frequently Asked Questions
What goes in a board skills matrix?
Skills such as finance, legal, HR, and program expertise, plus connections, communities represented, lived experience, and availability. The app scores your current coverage and names the two or three gaps worth recruiting for, rather than producing a wish list of twelve.
Can it help us write a realistic role description?
Yes, including the parts organizations often leave vague: meeting frequency, committee expectation, the give or get policy if you have one, term length, and what a director is actually accountable for. Clarity here prevents most first-year resignations.
How do we track conflict of interest disclosures?
As an annual record on each director with the date, the disclosure content, and a renewal reminder. The app flags anyone whose disclosure is missing before the meeting where it matters.
Does it handle term limits?
Yes. Enter term length and start date and the app calculates expiries, shows how many seats open each year, and warns when too many terms end at once.
Can candidates fill in their own information?
Yes. Send a short form for their background, skills, and availability, and it writes straight into the candidate record with no retyping.
What does onboarding actually include?
A checklist covering bylaws, current budget, strategic plan, program overview, recent minutes, insurance and liability basics, an orientation meeting, and a buddy assignment. Each item has a due date so onboarding finishes rather than trailing off.
Is this useful for a working board with no staff?
Yes. It is arguably more useful there, since the structure carries the process when no one has time to remember it.