A board-meeting workspace for founders running monthly or quarterly board meetings. Agenda builder, board-deck slide outline, action-item tracker, and an AI agent that drafts meeting minutes from your raw notes.
What's Included
- Agenda Builder: Standard agenda template (financials → product → ops → asks); customize per meeting
- Board Deck Outline: 12-slide deck outline matched to agenda
- Action-Item Tracker: Each action with owner, due date, status; rolls forward to next meeting
- Minutes Agent: AI agent reads raw notes → drafts formal minutes ready for board approval
- Board Member Portal: Each member signs in via App Users → sees agenda, materials, action items
- Quarterly Cadence: 4-week pre-meeting checklist with milestones
Why This Template Wins
- Minutes drafted automatically. Take rough notes during the meeting → agent drafts formal minutes within 60 seconds → you review and circulate. No more "I'll send minutes by Friday" that becomes Tuesday.
- Action items don't disappear. Every action has owner, due date, and status. Last meeting's actions roll forward to this meeting's review automatically.
- Board portal eliminates email attachments. Each board member has their own sign-in, sees the current agenda, can pre-read materials, and view action items in one place.
How To Use
- Clone the template
- Add your board members via App Users
- Build the next meeting's agenda from the template structure
- Take rough notes during the meeting in the Notes tab
- After meeting: agent drafts minutes → review → publish to board portal
Browse more board-management apps in the Community Gallery.