Board Meetings

Quick Answer: Board Meetings

Board Meetings brings formal governance into My Workspace: build agendas, take attendance and confirm quorum, record motions and votes, draft and approve minutes, and upload board packet materials. You can attach a video meeting and turn its transcript into a first draft of your minutes.

The hub is available on every plan; a Plus, Pro, or Enterprise plan is recommended when you want linked Video Conferencing and transcripts. Use Meetings for recurring staff and one-on-one sessions, and save recap files to My Files.

All plans; linked video features work best on Plus or above.

Run a Governance Meeting

Create a board meeting record, add agenda items, list attendees, and prepare motions ahead of time. A pre-meeting checklist confirms quorum and a published agenda before you begin, and a live timer keeps the discussion on pace.

What You Can Do

• Build agendas with attendance rolls and quorum checks
• Record motions, seconds, and vote outcomes
• Draft minutes with autosave and an approval workflow
• Upload board packet materials for members to review
• Export approved minutes to PDF and share a recap

Good to Know

Minutes move from draft to pending approval to approved, so the record stays trustworthy for auditors and successors. When you link a video meeting, its transcript and summary can seed your draft minutes, and the approved recap can be shared to Messenger, notifications, and email for directors.