We're happy to have you on board. Boardly is here to help you simplify your board management, save time, and improve your board's overall effectiveness.
Overview
Boardly is a user-friendly platform designed to make your board meetings and governance processes more efficient. Think of it as a central hub for everything your board needs. You can organize meetings, share documents securely, track action items, and create reports, all in one place.
Boardly is especially helpful for startups, medium and growing businesses, nonprofits, and government agencies that want to improve how their boards operate. It's built to be easy to use, so you don't need to be a tech expert to get started.
With Boardly, you can run better meetings, create agendas, share documents ahead of time, and use AI to help write board reports or generate meeting minutes. It is where you securely store all your important board materials, and is accessible anytime, anywhere. Boardly helps your board work smarter, not harder.
This section outlines key concepts and features within the platform that will help you understand its functionality and how it can help you manage your governance reporting cycles.
Organization
Your Organization is the starting point within Boardly. Think of it as the central hub for your entire entity's governance activities. When you create a Boardly account, you'll establish your Organization profile, providing a secure and dedicated space for all your boards, committees, and teams. This top-level structure keeps all your governance information organized and separate from other organizations you might be involved with.
Governance Teams
Within your Organization, you create Governance Teams. These teams represent the different groups responsible for oversight and decision-making, such as your Board of Directors, Board Committees and Management Committees. Each Governance Team gets its own dedicated workspace, allowing you to manage documents, meetings, actions, and resolutions specific to that group.
Meetings
Meetings serve as the foundation for all discussions, decisions, and actions. You can create meetings, assign agendas, and track attendance. Meetings are linked with agenda papers, decisions, actions, and minute of meetings.
Agenda Items
These represent the topics discussed during a meeting. You can create, edit, and track agenda items as part of the meeting management process. The platform allows you to identify and allocate owner of agenda item requiring paper submissions. Space managers and agenda owners can add contributors to the agenda papers. Space managers and board members are notified when an agenda paper is submitted as final.
AI in Agenda Paper Writing
Boardly AI can assist in writing and refining agenda papers. It helps generate meeting papers quickly, offers suggestions for improving content, and proofreads to correct any grammatical, spelling, or formatting issues, making it easier to prepare high-quality meeting documents.
Meeting Minutes
Meeting minutes can be manually drafted or automatically generated through Boardly AI's voice-to-text transcription. Minutes serve as the official record of the meeting and can also be refined and proofread with Boardly AI before publishing.
Actions & Resolutions
The platform allows users to capture Actions and Resolutions (e.g. decisions) during meetings. You can manually add actions and decisions, or edit them as needed. Each action can be assigned to an owner who can manage their own due dates, with automated notifications to keep everyone on track.
Notifications
Notifications are automatically triggered by the system for specific events such as when agenda item is assigned, agenda is published, board reports are due, actions created, and meeting minutes published, etc. Additionally, Secretaries can manually trigger both app and email notifications when board reports or actions are due.
Getting started with Boardly is simple and fast. First, each user creates an individual account on the platform. Once registered, an administrator can invite them to join your organization's team and create a company user profile for them. After accepting the invitation, administrators can then assign these team members to specific governance groups, like a Board of Directors or a committee, granting them appropriate access to meetings, documents, and other relevant information within Boardly.
Ready to get started? Here's a step-by-step guide to setting up your Boardly account and onboarding your team:
Step 1: Team Member Creates Boardly Account
1. Visit https://app.boardly.co
2. Follow the prompts to create your free Boardly account.
Step 2: Administrator Invites Team Members
1. Log in to your Boardly account.
2. Click on the Team tab.
3. Click the + Invite User button located in the top right corner.
4. A pop-up window will appear. Here you'll create a Company User Profile for the new team member.
5. Enter the team member's Email. Please note that the email must be associated with an existing Boardly account. If the person you are inviting does not have an existing account, they need to create one first. See Step 1.
6. Complete the user profile by adding the team member's Full Name, Job Title, and Business Unit.
7. Click Send Invitation. An email notification will be sent to the team member.
Step 3: Team Member Accepts the Invitation
1. Log in to your Boardly account.
2. Go to the Invitations tab.
3. Locate the invitation from your administrator and click Accept.
4. Once accepted, you are automatically added to the team.
Step 4: Administrator Gives Access to the Governance Team
1. Go to the Governance tab.
2. Select the relevant governance team (e.g., Board of Directors, Audit Committee), or create one if none in the list.
3. Click on the User Access tab.
4. Click the + User button in the top right corner.
5. In the pop-up window, select the appropriate Member Type.
6. Select the team member you wish to add from the list.
7. Click Add Member.
You're all set! Your team members are now ready to collaborate on Boardly.
The platform is accessible via both web and mobile (phones and tablets), supporting iOS and Android devices. The mobile app provides a user-friendly interface for managing meetings, actions, and reports on the go.
Download apps here:
Creating a User Account
To create a user account:
1. Visit https://app.boardly.co.
2. Click Create Account when prompted.
3. Enter your email address, full name and password.
4. Click the Create Account button.
Deleting a User Account
To delete your user account:
1. Click on your account name.
2. Select Delete Account and confirm.
Deleting your account will permanently erase your personal data and revoke access to any associated organizational accounts.
Organisations can only be created and edited via a web browser.
Creating an Organisation
1. In the top-right corner, click the + New Organisation button.
2. Fill in all the mandatory fields.
3. Click the Create Account button.
Editing Organisation Details
1. Click the Edit button next to the organisation's name.
2. Update the necessary information.
3. Click Save to apply the changes.
Creating a Board, Committee, Sub-Committee, or Working Group
1. Navigate to the My Organisation tab.
2. Select your organisation.
3. In the top-right corner, click the + New Governance button.
4. Fill in the required information and click Save.
Editing Governance Details
1. Select the Board, Committee, Sub-Committee, or Working Group name.
2. Go to information tab. Click the edit button and update the necessary information.
3. Click Save to apply the changes.
Only system administrators can edit organisation details. To delete a Governance team, raise a support ticket and our team will be in touch as soon as we can.
Adding a Company User
1. Go to Team tab.
2. Click + Add User button.
3. Add user details and click Save. This will send an invitation to the user.
4. User must log-in and accept the invitation.
Notes:
- Only Administrators can add a users.
- Administrators can only add user with existing account with Onionskin. See for instruction how to create an account.
Editing User Details
1. Click Edit icon next to the user name.
2. Provide new user details and click Save.
3. Toggle Administrator Access button to give user admin access.
4. Click Revoke Access button to revoke user access.
5. Click Save Changes to save.
Deleting a User
1. Click Trash icon next to the user name.
2. Confirm action.
Adding Governance Access:
1. Go to User Access tab.
2. Click + Add User button.
3. Select user access type (Manager, Member, Contributor).
4. Select from team members list.
5. Click Add as (access type) button.
Removing Governance Access:
1. Click Trash icon next to the user name.
2. Confirm action.
Creating a Meeting
1. Navigate to the Meetings tab.
2. In the top-right corner, click the + New Meeting button.
Enter the meeting details and click Save.
Editing a Meeting
1. Select the meeting name from the list.In the top-right corner, click Edit Meeting.
2. Update the details and click Save.
Data Fields
Meeting Name: Provide a name for the meeting (e.g., Risk Committee Meeting - June 2025).
Status: Choose between Placeholder or Confirmed.
Meeting Date and Time: Select the date and time of the meeting.
Paper Due Date: Specify the deadline for paper submissions. Automated notifications will be sent out before the paper due date.
Adding an Agenda Item
1. Go to the Meetings tab and select the meeting name.
2. In the top-right corner of the Agenda tab, click + Add.
3. Enter the agenda details and click Save.
Editing an Agenda Item
1. Toggle the Edit switch.
2. Click the Edit button at the bottom of the agenda name.
3. Update the agenda details and click Save.
Creating an Agenda Paper
1. In the agenda item detail, toggle the Requires Paper Submission button to indicate if a paper submission is required. Not all agenda items require a paper submission (e.g., quorum confirmation, round-table discussions, Q&As).
Data Fields
Agenda Name: A short title, such as the title of the board or committee report.
Presenter: Select from the list of onboarded users.
Type: Choose one of the following: For Discussion, Decision, or Noting.
Time Allocated: The amount of time assigned for the presentation.
Adding an Action
1. Select the agenda item where the action is being raised.
2. In the top-right corner, click New Action.
3. Enter the action details and click Save.
Editing an Action
From the Action Tab:
1. Select the action.
2. In the top-left corner, click the Edit icon.
3. Update the action details or attach PDF documents, then click Save.
From the Meeting Agenda or Board Report Screens:
1. Select the action.
2. In the bottom-right corner, click Edit Action.
3. Update the action details and click Save.
Adding a Decision
1. Select the agenda item associated with the decision.
2. In the top-right corner, click New Decision.
3. Enter the decision details and click Save.
Editing a Decision
From the Decisions Tab:
1. Select the decision.
2. In the top-left corner, click the Edit icon.
3. Update the decision details or attach PDF documents, then click Save.
From the Meeting Agenda or Board Report Screen:
1. Click the decision.
2. In the bottom-right corner, click Edit Decision.
3. Update the decision details and click Save.
Adding Meeting Minutes
Go to the Meetings tab and select the desired meeting. Click the Minutes button. Minutes button will only be available once meeting date and time has passed.
Manually Adding and Refining Meeting Minutes
1. Click Edit Minutes and manually enter the meeting details.
2. Refine the minutes using AI tools:
- Click Refine to improve writing style. AI will generate suggested wording.
- Click Proofread to correct grammar, spelling, or punctuation errors.
3. Copy the AI-generated wording and paste it into the minutes text box.
4. Click Done Editing to save the minutes.
AI Voice Transcription
1. Click the Upload MP3 button and select the media file (MP3). The platform will generate a voice transcript. A confirmation box will appear when the transcription is complete.
2. Click the Transcript button to view the full transcript. Use the Clear button to delete the transcript.
AI-Generated Meeting Minutes
1. Meeting minutes are automatically generated alongside the voice transcription.
2. To edit the AI-generated minutes, click Edit Minutes.
3. Use AI to further refine and proofread the minutes before saving.
Viewing the Charter
1. Navigate to the Information tab.
2. In the top-left corner, select Charter.
3. Choose an item to view its charter.
Uploading a Charter
1. Click the + Charter button in the top-right corner.
2. Upload a PDF document.
3. Enter the document name and version date.
4. Click Save to complete the upload.
Performance Assessment
1. Navigate to the Information tab.
2. Select an item to view or edit an existing assessment.
Creating a New Assessment
1. Click the + Assessment button in the top-right corner.
2. A pop-up window will appear. Complete the required fields and click Create Assessment.
3. You will be redirected to the new assessment page.
Adding Assessment Criteria
1. Click the + Assessment Criteria button.
2. Enter the theme, assessment criteria, result summary, and rating.
3. Click Save to add the criteria.
4. To edit a criterion, double click on it, update the details, and save.
Editing Assessment Details
1. Click the Edit button in the top-right corner.
2. Update the status, overall assessment rating, and assessment summary.
Adding an Assessor
1. Click the User button.
2. Select a team member from the list.
3. Click Save.
Note: Only Space Managers and Assessors can make changes to assessments.Let me know if you'd like any further refinements!
Automated notifications are sent via app and email for these events. Mobile app notification must be turned ON to receive these notifications.
Managers can manually trigger app and email notifications for agenda items or actions when they are due:
1. Go to the Papers or Actions tab.
2. Select the document.
3. In the top-left corner, click the envelope icon to manually trigger email notification, or the bell icon to send app notification.
Refer to pricing page. For enterprise with more than 100 expected users, contact us for customised pricing.
Buying Additional Seats
1. Navigate to the Billing section.
2. Select your plan name.
3. Set the desired number of users.
4. Click the Buy Additional Seats button.
5. You will be redirected to the payment page to confirm your payment details.
6. Once the payment is successful, the number of users will automatically update, allowing you to add more team members.
Managing Your Subscription
To manage your subscription, go to the Billing section. Click Manage Subscription. You will be redirected to a new window, where we use Stripe to manage billing.
In this window, you can:
- Update your subscription (increase/decrease users)
- Cancel your subscription
- Update your company email
- Add or update payment methods
- View your invoices
For any payment disputes, raise a support ticket or email support@boardly.co. We will respond to you within 1-2 business days or as soon as we can.
