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AI agent

The AI agent that knows your board

Connected to every meeting, set of minutes and decision in Boardli. Ask anything and get an answer with its source, then let it prepare the agenda, draft the minutes and follow up, with your approval on every change.

  • Answers with sources
  • Prepares the agenda
  • Drafts the minutes

From a question to work done

  1. Ask

    In plain language, about meetings, decisions, minutes and documents.

  2. Check the source

    Every answer cites the minutes and the page it came from.

  3. Approve the work

    The agent prepares the change; you see it and decide.

What the agent does

Answers with sources

“Which decisions are still awaiting implementation?” The agent answers from your company’s own data and cites the minutes and the page behind each claim.

Prepares the agenda

Suggests and prepares agenda items for the next meeting, ready for you to review.

Drafts the minutes

Turns the meeting’s transcript into a minutes draft that goes through your review, approval and signature as usual.

Opens tasks and follows up

Creates tasks from the board’s decisions and follows them up until they are done.

Summaries, read aloud

Summarizes long documents for directors, with a read-aloud option.

Years of minutes, scans included

Answers from the archive too, scanned minutes included, with page-level citations.

See it in Boardli

Ask in plain language.The agent answers with its source and prepares the work for your approval.

A director checking his phone by the office window

01

Connected to all of your company’s data in Boardli

The agent is not a chat window next to your board work. It is connected to everything your company keeps in Boardli, and that data becomes a knowledge base it answers and works from.

  • Meetings, agendas and materials, minutes and transcripts, decisions and tasks, documents and the archive, scanned minutes included.
  • One knowledge base built from your own data, so answers come with the minutes and the page they rest on.
  • Each user reaches only what they may see: the agent works inside their permissions and their company.

02

Built to be trusted with the board

The agent does the preparation; the people decide. It shows every change before it happens and does nothing without your approval.

  • It works inside each user’s permissions and company, never around them.
  • It never votes, signs, approves or publishes minutes on anyone’s behalf.
  • Every AI action is recorded in the activity log.
How Boardli’s AI works

Questions about the AI agent

What does the agent know about our company?

Everything your company keeps in Boardli: meetings, minutes, decisions, tasks, documents and the archive. It is built into one knowledge base that the agent answers from, within each user’s permissions.

Where do the agent’s answers come from?

Only from your company’s own data, within your permissions, and each answer cites the minutes and the page behind it.

Can the agent change things on its own?

No. It prepares the change and shows it to you first; nothing happens without your approval.

Can it vote or sign for a director?

Never. Votes, signatures, approvals and publishing the minutes always stay with people.

Can we see what the agent did?

Yes. Every AI action is recorded in the activity log.

See how Boardli fits into your board workflow

See how Boardli fits into your board workflow

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