NewAI-drafted minutes and async e-voting are now live across the platform.

How-to guide

How to get your board minutes drafted

Capture motions as they happen during the meeting — the exact wording, who moved and seconded, and the result — and the minutes largely write themselves from that record. Minutes are the official legal record of what was decided, not a transcript, so a draft built from the motions needs only a short human review before the board approves it.

See It in the DemoMore How-To Guides

The Steps

  1. 1

    Log Motions During the Meeting

    Record each motion in the moment: its wording, mover, seconder and result, plus that quorum was present and any recusals. Decisions captured live don't have to be remembered later.

  2. 2

    Draft From the Record, Not From Memory

    With the motions logged, the draft assembles from them — the decisions, in order, in the standard format. Whether AI or the secretary produces the first pass, you're editing a draft, not starting from a blank page at 10 p.m.

  3. 3

    Record Decisions, Leave Out the Debate

    Minutes show what was decided and that process was followed; they don't recount who argued what. Keep them neutral and factual — minutes are discoverable.

  4. 4

    Circulate, Then Adopt

    Send the draft early enough to be read, and the board approves it, with any corrections, at the next meeting. Approval is what makes it the official record.

What you end up with

A clean minutes draft built from the motions logged in the meeting — a fifteen-minute review instead of a two-hour evening reconstructing what happened — ready to circulate and adopt.

And It’s Already on the Dashboard.

Because every decision is logged as it's made, the board's record stays complete and searchable, and governance cadence — meetings held, decisions made — is already on the dashboard rather than trapped in a stack of Word files.

That’s the shift: the same task you already do turns into governance the board can see on Board Pulse, with nothing else to upload.

See It on Your Own Board’s Data.

Nonprofit Liaison runs this task — and the rest of the board’s cycle — in one place, flat-priced from $99/mo. Take a look in about twenty minutes.