Lite proves the workflow first
Lite moves meetings from source material to approved minutes: preflight, draft, review, regeneration, and export. A small batch can show whether the economics change before the team widens the workspace.
Product
Start with the backlog. Stay for the board cycle.
Boardmate Lite gives your team the minutes workflow first. Boardmate Companion grows that record into agendas, board packs, compliance work, actions, approvals, and governance memory.
01 First move
Start with Lite on the immediate backlog before a broader platform move.
02 Boardmate record
Source material, review, chair decisions, exports, actions, and audit history stay together.
03 Companion continuity
Approved minutes and follow-up feed agendas, packs, annual tasks, meetings, and approvals.
Workflow view
Lite proves the workflow first
Lite moves meetings from source material to approved minutes: preflight, draft, review, regeneration, and export. A small batch can show whether the economics change before the team widens the workspace.
- 01
First move: Start with Lite on the immediate backlog before a broader platform move.
- 02
Boardmate record: Source material, review, chair decisions, exports, actions, and audit history stay together.
- 03
Companion continuity: Approved minutes and follow-up feed agendas, packs, annual tasks, meetings, and approvals.
- 04
Where to start: Compare the Lite backlog workflow with the Companion board cycle workspace and choose the first evaluation step.
Contents
Companion carries the same control forward
Companion starts when the record needs to begin before the meeting and continue after approval. Agendas, report requests, compliance calendars, board packs, actions, approvals, and future meeting context use the same controlled workflow.
Immediate use
Clear historic minutes backlogs with Lite.
Companion continuity
Carry approved minutes, actions, report requests, compliance dates, and board pack history into Boardmate Companion.
Team confidence
See how backlog clearance feeds the recurring fund board cycle.
What to check
- Import CSV, recordings, transcripts, board packs, support notes, and separate report files where needed.
- Preflight the batch so gaps are visible before minutes are generated.
- Draft formal house-style minutes from the available source material.
- Request comments through private reviewer links and track confirmations.
- Chair or delegate accepts feedback before regeneration and approval.
- Export DOCX, PDF, action items, and an auditable record.
Governance cycle
The record improves as it moves through the cycle.
Source material becomes draft minutes, review history, chair decisions, exports, actions, and useful memory for the next meeting.
- Prepare Meeting material
CSV, board packs, transcripts or recordings, support notes, separate reports, and reviewer details.
- Draft First minutes
A formal house-style draft generated from the available source material.
- Review Private comments
Reviewer submissions, selected passages, uploads, and no-comment confirmations.
- Approve Chair decision
Accepted feedback and chair instructions shape the regenerated version.
- Carry Governance memory
Actions, audit history, approved wording, and continuity for future meetings.
Common questions
Questions about this Boardmate workflow.
Does reviewer feedback automatically rewrite the minutes?
No. Reviewer comments are review input. The chair or delegated board support user decides which feedback shapes the next draft.
Can Boardmate be evaluated with a small sample batch?
Yes. A first evaluation usually works best with several ordinary meetings, one complex meeting, one short or adjourned meeting, and prior minutes that show house style.
Is Boardmate Lite separate from Boardmate Companion?
Lite is the backlog-clearing workbench. Companion is the broader board cycle workspace for agendas, report requests, board packs, annual compliance tasks, actions, approvals, reminders, and governance memory.