Boardly

AI Reporting Assistant

Turn rough notes into a board-ready report

Let AI help draft board reports faster, with tone and structure tuned for governance.

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Q3 Investor Report

AI Draft
Ready to review — est. 3 min to finalize

Loved by modern boards

Stripe
Notion
Dropbox
Figma
Loom
Airbnb
GitHub
Spotify
Vercel
Linear
Zoom
Shopify

Get from rough notes to a board-ready report, fast

Board reports need a specific tone — clear, concise, no jargon — but getting there from a rough draft takes time most people don't have. Boardly's AI reporting assistant rewrites, tightens, or expands your draft on demand, so the final report reads like it was written by someone who does this for a living.

  • Rewrite, shorten, or expand any section with one click
  • Tone and structure tuned for board and governance reporting
  • Keep full control — review and edit every suggestion before it's inserted
  • Works on drafts you already have, not just from scratch
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Rewrite

Before

budget is over by $2m, we approved $6m for the project, no real revenue yet but marketing is pushing hard

After

The project is currently $2M over its approved $6M budget. Revenue has not yet materialized, and the team is prioritizing marketing to accelerate adoption.

Reports drafted for you, not by you

Writing a board report usually takes longer than the work it describes — getting the facts down is the easy part, getting the tone and structure right is what eats the afternoon. Boardly's AI handles that part, so you're refining, not starting from a blank page.

Getting the tone right takes longer than the content

You know what happened — turning that into something that reads like a board report is the part that eats the afternoon. Boardly's AI handles the tone and structure.

The same report, rebuilt from scratch every time

Board and committee reports follow a similar structure meeting to meeting. Boardly's AI keeps that structure consistent, so you're refining, not reinventing.

Works on the draft you already have

You don't need to start from a blank prompt. Paste in rough notes or an old report, and let the AI rewrite, tighten, or expand from there.

You approve every word before it's final

The AI drafts, but nothing goes out until you review and accept it. Every suggestion is yours to edit, retry, or discard.

Start from what you already have, not a blank page

You don't need a perfect first draft to use Boardly's AI. Paste in rough meeting notes, a previous report, or even a bullet list, and the AI turns it into a structured, board-ready report — keeping the facts, fixing the presentation.

  • Works from rough notes, bullet points, or old reports
  • Keeps your facts and figures, restructures the presentation
  • Consistent structure and tone, meeting to meeting
  • Full editing control before anything is sent
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Rough Notes

budget over by 2mno revenue yetmarketing pushing hard

Financial Summary

  • • Project is $2M over its approved budget
  • • Revenue generation has not yet begun
  • • Marketing spend increased to drive adoption

Everything that comes with Reporting Assistant

AI Reporting Assistant

Proofread and refine board reports using AI — enhance your messaging and provide updates with greater clarity.

AI Generated Minutes

Automatically draft meeting minutes in seconds from your meeting transcript — saving hours of manual work.

Digital Board Packs

Access and manage all board papers in a secure, digital format — no more PDFs, Word docs, or email chains.

Collaboration

Work together with your board and team in real time, from reviewing papers to preparing reports — all in one shared platform.

Governance Reporting

See open actions, open resolutions, attendance registers, and member activity — a clear view of what's outstanding and how your team is performing.

Access Management

Granular role-based permissions, from company administrators down to individual committee roles.

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“Boardly cut our board pack prep from three days to three hours. It's the first tool our directors have actually enjoyed using.”

Maya Whitfield

Corporate Secretary, Alderfield Group

Get running in under 30 days

Start Free Trial

Start free trial

  • Import your board and members
  • Explore governance tools
  • Invite directors to try it out

Set up your first meeting

  • Build your agenda & board pack
  • Assign actions and owners
  • Turn on AI minutes

See the impact

  • Cut board pack prep from days to hours
  • Reduce email back-and-forth
  • Keep every decision on record

Ready to move your board workflow out of email?

You don't need to decide now. You have 14 days to try.

Start Free TrialBook a Demo

Frequently asked questions

Either works. Paste in rough notes, bullet points, or an old report, or start from a blank page and let the AI help build the structure.

The AI is tuned for clear, concise governance writing. You can always rewrite, shorten, or expand any section to match your board's specific style.

Yes. Every suggestion is a draft — review, edit, retry, or discard it before anything is inserted into your report.

Yes. Any report — board, committee, or otherwise — can go through the same drafting and rewriting process.

AI Reporting Assistant is included as part of your plan — check the pricing page for current plans and a 14-day free trial.