Board minutes drafting

Minutes and resolutions drafted from the meeting record

LegalDocumentationCompliance

Box, MS Teams, SharePoint

How a run goes

The steps this agent takes, in order, and what each one leaves behind.

Reads the agenda, the materials and the transcript

Drafts the board and committee minutes from the agenda, the materials and the recording, in the company's form

Drafts the minutes and the resolutions

Drafts the resolutions adopted and the consents to circulate

Tracks the actions

Tracks the actions the board asked for and the approvals still outstanding

Works in

Box, MS Teams, SharePoint

What it does

Drafts the board and committee minutes from the agenda, the materials and the recording, in the company's form
Drafts the resolutions adopted and the consents to circulate
Tracks the actions the board asked for and the approvals still outstanding

Read, classify, and file documents with retention rules.

Deliver updates and approvals into Teams channels.

Need it to work differently?

Every agent can be changed: the steps it takes, the systems it uses and who approves what.