Agenda Builder
Create and manage your board's meeting agenda
Create, organize, and adjust meeting agendas in minutes.
Q3 Board Meeting — Agenda
Add ItemHow Agenda Builder works
Add and organize your agenda items
Add items to your agenda, then reorder and organize them with drag-and-drop.
Q3 Board Meeting — Agenda
Add ItemSet an owner, type, and time for each item
Mark items as discussion, decision, or informational, assign how long each should take, and set who's responsible for it.
Item Details
AI Reporting Assistant
Proofread and rewrite reports with AI
Boardly's AI proofreads and rewrites report drafts in place — enhancing the messaging and clarity, so report owners spend less time writing and more time on the substance.
See AI Reporting AssistantSummary / 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…
Teams manage their own reports
Each report owner submits and updates their own section directly — no chasing, no email attachments. The secretary just checks what's still outstanding, not who to follow up with.
Report Status
2 of 3 readyCEO's Operational Report
M. Webb
Financial Statements
S. Kim
Strategic Plan Update
E. Cruz
Once everything's final, publish the pack
As soon as every report is marked final, publish the complete board pack — agenda and reports together — and the whole board is notified immediately.
Board pack published
Agenda & all reports · 9 members notified instantly
Sent
Watch Demo Video
See how boards run meetings in Boardly — in 3 mins.
Frequently asked questions
Yes. Drag and drop items to reorder them at any point before the agenda is published.
Yes. Each report owner submits and finalizes their own section directly — the secretary just checks what's still outstanding, instead of chasing people down.
Yes. Once every report is marked final, they're compiled into the board pack automatically when you publish.
Yes. Assign a time and a type — discussion, decision, or informational — to every item, so the meeting has a clear rhythm.
Agenda Builder is included as part of your plan — check the pricing page for current plans and a 14-day free trial.