TOOL LIBRARY / DOCUMENTS & KNOWLEDGE · AI
OnBoard
A secure board portal for meeting books, agendas, minutes, approvals, documents, assessments, and governance work.
What it is
OnBoard centralizes board preparation and participation with agenda and book building, annotations, voting, signatures, tasks, minutes, resource libraries, mobile access, and an Intelligent Assistant.
Ways to use it
Ideas from real executive operations work. Take the ones that fit.
- Assemble and distribute controlled board books.
- Coordinate agendas, materials, approvals, and signatures.
- Capture minutes, decisions, and assigned actions.
- Maintain a governed board resource library.
- Run board assessments and skills tracking on eligible plans.
Our take
OnBoard fits a funded company that has outgrown emailed board decks and scattered approvals. Base the decision on board frequency, preparation burden, document sensitivity, and governance needs. A general document workspace may still be sufficient for an early company with a small, informal board.