Boardly

Designed for growing teams

The platform behind every
successful board meeting

Securely prepare board packs, collaborate on agenda items, generate AI minutes, track actions, and approve resolutions.

5.0 on Capterra, Software Advice & G2
https://myapp.boardly.co

Meeting

Q1 2026 Board Meeting

March 18, 2026

Member Sessions

1 active now

Henry Gyles

Viewed 30 Jul · 16h 45m total

Carl Jennings

Active now · 8h 23m total

Elena Cruz

Viewed 29 Jul · 5h 10m total

Marcus Webb

Viewed 28 Jul · 3h 40m total

Priya Nandakumar

Viewed 27 Jul · 9h 05m total

Sarah Kim

Viewed 26 Jul · 2h 15m total

David Osei

Viewed 25 Jul · 4h 50m total

Jordan Mills

Viewed 24 Jul · 6h 30m total

AppacaWomen For SuccessEvocabankCSU Dominguez HillsNaverJusticeONE

Product

Everything you need to run your board meetings, end-to-end

Workflows

Manage agendas, actions, decisions, and minutes in one connected, automated workflow.

Governance Tools

Run votes, collect e-signatures, and gather board input through surveys — formal governance, done digitally.

Modern Platform

Full accessibility to board packs, agendas, and decisions — on web or mobile, wherever your board works.

AI Efficiency

AI drafts your minutes, summarizes reports, and turns rough notes into board-ready documents — automatically.

Data Security

Role-based permissions and enterprise-grade encryption keep sensitive board information protected.

Watch Demo Video

See how boards run meetings in Boardly — in 3 mins.

Features

Access all of these without the enterprise price tag.

Agenda Builder

Create, organize, and adjust meeting agendas to keep discussions structured and on track.

Automation

Less emails and pings with real-time notifications for paper submission deadlines, action due dates, and more.

Digital Board Packs

Access and manage all board papers in a secure, digital format — no more PDFs, Word docs, or email chains.

Meeting Minutes

Capture, finalise, and certify meeting minutes in one place — from first draft to board-approved record.

Decisions Register

Track board resolutions digitally, making decision-making efficient and well-documented.

eSignatures

Certify meeting minutes and board resolutions digitally, ensuring accurate recording of board minutes and decisions.

Reporting

See open actions, open resolutions, attendance registers, and member activity — a clear view of what's outstanding and how your team is performing.

Public Sites

Publish a public-facing site for AGM notices, elections, or member communications — no separate website needed.

Export to PDF

Export agendas, minutes, and board documents to a professional PDF format — easy to share with people who don't need access to Boardly.

Boardly AI

Let AI handle the busywork

Turn bullet points and rough notes into polished, board-ready reports in seconds — Boardly drafts, you refine.

  • Draft board-ready reports from bullet points
  • Matches your organisation's tone and format
  • Cuts report writing time by up to 80%

Summary / Context

Budget is over by $2m. $6m originally approved for product R&D and rollout. No meaningful revenue yet, will take 2 more years to make traction. Marketing is in full blast to promote the new feature. We'll see what happens, quite positive it will be okay. Tech team is monitoring the performance every week, back to strategy…

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The budget has exceeded expectations by $2 million. The board approved $6 million last year for capital expenditures related to AI product research and development, as well as rollout. Currently, there is no meaningful revenue…
Retry
DiscardInsert

How It Works

What your board meetings would look like

Q3 Board Meeting — Agenda

4 of 5 final
CEO's Operational Report
Final
Financial Statements
Final
Strategic Plan Update
In Review
Board PackPublish Board Pack
1

Before the Meeting

No more scrambling for papers

  • The Secretary creates the meeting and agenda
  • Paper owners prepare and submit their papers in Boardly
  • Once every paper is final, the board pack is published and shared
LIVEQ3 Board Meeting32:14

Now Discussing

FY26 Capital Budget

Decision Logged

Approved FY26 capital budget of $6M

Action Created

David to circulate revised budget by Friday

2

During the Meeting

One live pack, everyone in sync

  • Everyone follows along live — no more PDFs
  • The Secretary captures notes, decisions, and actions in real time
  • Every note is tied to the agenda item it belongs to

Meeting Minutes

AI Draft
Certified by Board ChairMarcus Webb
3 actions assignedAuto follow-up on →
3

After the Meeting

Minutes ready before you leave the room

  • Boardly's AI drafts the minutes automatically from the meeting
  • The Secretary reviews and finalises them, then the Chair certifies
  • Actions are assigned and automatically followed up until closed

Modern boards love Boardly

Alderfield Group

Boardly cut our board pack prep from three days to three hours. It's the first tool our directors have actually enjoyed using.

Maya Whitfield

Corporate Secretary

Northlake Health

We had a policy question days before a board meeting and had a clear answer, with full context, in under an hour.

Owen Brandt

General Counsel

Riverton Alliance

Every decision is logged automatically now. Our audit committee finally has a single source of truth to work from.

Priya Nandan

Executive Director

Get running in under 30 days

Start Free Trial

Start free trial

  • Import your board and members
  • Explore governance tools
  • Invite directors to try it out

Set up your first meeting

  • Build your agenda & board pack
  • Assign actions and owners
  • Turn on AI minutes

See the impact

  • Cut board pack prep from days to hours
  • Reduce email back-and-forth
  • Keep every decision on record

Frequently asked questions

It's quick and easy. Start your free trial and explore the platform right away—no sales calls required. When you're ready, choose a plan and start adding your board.

Most customers cut board pack prep from days to hours. Because updates are captured as work happens, there's no last-minute chasing, copying into slides, or version control issues. The board pack is already there — it just needs reviewing.

Yes. Boardly is built specifically for board-level information, with secure access controls, permissions by role, and encrypted data. Board members only see what they're meant to see, and sensitive documents aren't shared over email.

Most organisations are live within the same day, not weeks. There's no heavy setup or IT project. Boardly helps you set up your board structure and users quickly so you can start using it for your next board meeting.

Shared drives store documents. Boardly runs the whole board reporting process. Instead of manually creating packs every month, Boardly pulls updates directly from teams into a live, structured board pack — with agendas, actions, decisions, and minutes all in one place.

Ready to move your board workflow out of email?

You don't need to decide now. You have 14 days to try.