AI Document Summaries
Read the summary, not the 40-page document
Get instant AI-generated summaries of every board document, so prep takes minutes, not hours.
Q3 Board Pack
4 documents
Loved by modern boards
Stripe
Notion
Dropbox
Figma
Loom
Airbnb
GitHub
Spotify
Vercel
Linear
Zoom
ShopifyEvery document, summarized before you open it
Boardly's AI reads every document in your board pack and produces a clear, structured summary — key points, numbers that matter, and anything that needs a decision — so you know what's inside before you open the file.
- Every board pack document summarized automatically
- Key numbers and clauses pulled out, not buried in the text
- Items that need a board decision flagged clearly
- Summaries ready before the meeting, not scrambled together the night before
Vendor Contract Renewal
Summary
Key Figures
3-year renewal, 8% increase over current rate, auto-renews unless cancelled 90 days prior.
Summaries built for board prep, not a generic TL;DR
A board pack can run to hundreds of pages, and nobody has time to read all of it cover to cover. Boardly's AI summarizes every document, so directors walk into the meeting prepared without the marathon reading session.
Know exactly what needs your decision, not just what's in the document
A good summary tells you what happened. A great one tells you what you need to do about it. Boardly flags approval requests, budget changes, and open questions right in the summary, so you can prioritize your reading before the meeting even starts.
- Approval requests and open questions flagged automatically
- Prioritize which documents need a close read vs. a skim
- See what's changed since the last version of a recurring document
- Jump straight to the flagged section from the summary
Flagged in This Pack
3 items need your attention
Everything that comes with Document Summaries
AI PDF Summary
AI reads and summarises every PDF attachment, so you get the key points without reading page by page.
AI Generated Minutes
Automatically draft meeting minutes in seconds from your meeting transcript — saving hours of manual work.
Digital Board Packs
Access and manage all board papers in a secure, digital format — no more PDFs, Word docs, or email chains.
Collaboration
Work together with your board and team in real time, from reviewing papers to preparing reports — all in one shared platform.
Governance Reporting
See open actions, open resolutions, attendance registers, and member activity — a clear view of what's outstanding and how your team is performing.
Access Management
Granular role-based permissions, from company administrators down to individual committee roles.
“Board meetings used to mean printing packets and hoping everyone read them. Now my reports go straight into the agenda, and the board actually shows up prepared to discuss, not just to receive information.”
Anthony Delgado
Superintendent, Ashcombe School District
Get running in under 30 days
Start Free TrialStart 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
Ready to move your board workflow out of email?
You don't need to decide now. You have 14 days to try.
Frequently asked questions
Think of it as a starting point, not a replacement. The summary tells you what's inside and what needs attention — the full document is always one click away.
Yes. Boardly tunes its summaries to the type of document, so a financial statement and a legal contract don't get the same generic treatment.
Yes. Approval requests, budget changes, and open questions are flagged directly in the summary, so you know what needs your attention.
Summaries are generated automatically as soon as a document is added to the board pack — ready before the meeting, not scrambled together the night before.
AI PDF Summary is included as part of your plan — check the pricing page for current plans and a 14-day free trial.