Workflow Automation

Boardly handles the meeting packs and reporting follow-ups for you — automatically notifying the right people when reports are due, agendas are published, or actions need attention.
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5.0 on Capterra, GetApp and Software Advice

Hundreds of Boards worldwide rely on us.

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Everything you Need to Run Your Board Smoothly

Boardly gives you a central, secure space for board meeting agendas, reports, decisions, actions, and more.
Agendas
Board Reports
Meeting Actions
Board Resolutions
AgendaS

Easily create, organise, and share meeting agenda

Teams can contribute or review in real time, ensuring everyone is aligned before the meeting. Publish meeting agenda into a board book.
Board Reports

Generate, refine, and proofread reports with Boardly AI

Boardly cuts down report writing time and ensures professional results. Automatically get notified when a report is due.
Meeting
Meeting Actions

Capture, assign, track, and manage actions in one place

Capture, assign, track, and manage actions effortlessly. Automate reminders, monitor progress, and ensure accountability with periodic updates or status reports.
Board Resolutions

Efficiently draft and share minutes and board resolutions

Maintain a clear record for future reference, keeping your team compliant and your board aligned.

Packed with Functionalities

Agenda Management

Simplify meeting preparation with easy agenda creation, document distribution, and AI-powered minutes generation.

Digital Board Packs

Streamlines and automates submission and distribution of board packs. No PDFs to compile, no Word docs to format.

Actions Register

Assign, track, and manage action items arising from committee meetings. Automated reminders and progress updates ensure accountability.

Decisions Register

Keep a complete, searchable record of all board resolutions. Boardly’s decisions register helps you track what was agreed, when, and by whom.

Documents Library

Provide a single source of truth for all committee documents, including meeting materials, reports or other governance documents.

Board Surveys

Boardly helps you run surveys, perfect for self-assessments, capture feedback, track progress, and strengthen board performance, all in one place.

Frequently asked questions

We've Got Answers.
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What types of notifications does Boardly send?
Boardly sends smart reminders for report submissions, meeting dates, agenda updates, and action deadlines — so nothing slips through the cracks.
Do board members get notified about last-minute updates?
Not immediately. Board members are notified when agenda items are officially published into a board pack. If changes are needed after publishing, the agenda must be unpublished and republished. Boardly will notify the board on both times.
Will I get reminders for tasks or overdue actions?
Yes. Boardly automatically reminds users about upcoming deadlines, incomplete actions, and outstanding tasks.
Are notifications sent in real time?
Yes. Notifications are delivered instantly so your team is always aligned and up to date, without needing to chase anyone.
What happens if someone forgets to submit a report?
Boardly makes it easy to track what's missing with visual dashboard and automated reminders, so nothing falls through the cracks.

Ready to Get Started?

See how easy board reporting cycles can be. Start your free trial or watch a quick demo to explore the platform in action.
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5.0 on Capterra, GetApp and Software Advice