Automation
The repetitive parts of running a board, handled automatically
Agenda publishing, board pack compilation, e-signatures, voting, document exports, and automatic reminders — without manual formatting or chasing.
This Week, Automatically
How Automation works
Board packs compile automatically from a published agenda
Once an agenda is published, Boardly automatically compiles it with its supporting documents into a single, polished board pack — no manual assembly.
Board pack compiled automatically
Q3 Board Meeting agenda published — supporting documents assembled into one pack
Generated automatically, 9:00 AM
Signatures and votes get tracked and tallied automatically
Circulate a resolution for signature or vote, and Boardly tracks who's responded and tallies the result automatically once everyone required has weighed in.
Resolution fully signed
Budget Approval Resolution — 5 of 5 signatures collected, vote tallied automatically
Completed automatically, 11:20 AM
Minutes, registers, and packs generate automatically
Generate a formatted PDF — minutes, an actions register, a resolutions register, a full board pack — straight from your records, on demand.
Minutes exported
Q3 Board Meeting minutes formatted and exported as PDF — ready to file
Generated automatically, 2:00 PM
Automatic reminders for deadlines and due dates
Get automatic reminders for submission deadlines, action due dates, and meeting milestones — so nothing depends on someone remembering to chase it.
Reminder sent
FY26 Budget Report is due tomorrow — sent to Sarah Kim
Sent automatically, 9:00 AM
Watch Demo Video
See how boards run meetings in Boardly — in 3 mins.
Frequently asked questions
Once an agenda is published, Boardly automatically compiles it with supporting documents into a board pack. Resolutions move through signature and voting automatically, tallying results as responses come in. Minutes, registers, and board packs export as formatted PDFs on demand — no manual formatting.
Yes. Board packs and export documents like minutes and registers are generated automatically from your records, rather than assembled and formatted by hand.
A resolution is circulated to the relevant members, responses are tracked in real time, and once everyone required has signed or voted, the result is tallied automatically.
Yes — the same automation applies independently to each committee or workspace you run.
Yes. Reminders go out automatically for submission deadlines, action due dates, and meeting milestones, so nothing depends on someone remembering to chase it.
Automation is included as part of your plan — check the pricing page for current plans and a 14-day free trial.