Board and committee coordination involves collecting agenda items from multiple stakeholders, organizing them, gathering supporting documents, and distributing materials to board members before meetings.
Automation collects agenda submissions from email and messaging platforms, consolidates them with supporting documents, and distributes organized materials on schedule.
The full workflow, from trigger to completion.
A new board or committee meeting is added to the calendar. The automation is triggered by the calendar event creation.
An automated email is sent to all board members and committee chairs requesting agenda items, deadlines, and document links. The request includes a standardized template and submission deadline.
The automation collects all submitted agenda items from email and, deduplicates them, organizes by category, assigns time slots, and creates a structured agenda document.
The automation retrieves all linked documents,, and email attachments, organizes them by agenda item, and creates a pre-read package.
The finalized agenda and all supporting documents are published board and sent via email to all board members with a read-by reminder.
The automation listens to the meeting recording or processes live notes, extracts decisions, action items, owners, and deadlines, and formats them into official minutes.
Extracted action items are logged with owners, due dates, and status. notifications are sent to each owner with their assigned tasks and deadlines.
Final minutes are sent via email to all board members and archived. A announcement confirms distribution and links to the full record.
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