Professional reviewing a laptop document and making notes.

Review Control

Private review links without comment chaos.

Attendees and service providers can review draft minutes through private links, leave comments, upload support, or confirm no comments.

01 Reviewer job

Read the draft, comment on the relevant passage, upload support when needed, or confirm no comments.

02 Board support job

Triage factual corrections, judgement calls, conflicts, and outstanding responses.

03 Chair job

Accept, reject, or hold feedback before regeneration.

Workflow view

Focused review without workspace administration

A reviewer can read a draft and make a controlled submission through a focused private link. The experience is built for people who need to check minutes, not manage the Boardmate workspace.

  1. 01

    Reviewer job: Read the draft, comment on the relevant passage, upload support when needed, or confirm no comments.

  2. 02

    Board support job: Triage factual corrections, judgement calls, conflicts, and outstanding responses.

  3. 03

    Chair job: Accept, reject, or hold feedback before regeneration.

  4. 04

    Audit trail: Access, activity, comments, uploads, confirmations, decisions, and exports stay with the meeting.

Boardmate Lite review queue for draft minutes.
Draft minutes, reviewer activity, and comment decisions stay beside the reading surface.
Operating step Current process With Boardmate
01
Invite

The reviewer knows the job.

A broad email circulation can leave reviewers unsure whether to check wording, facts, approvals or legal sensitivity.

Private review links can ask for a focused response: comment, upload support or confirm no comments.

02
Attach

The comment stays with the passage.

Feedback can arrive as a reply, markup, call note or side document that the drafter has to map back to wording.

Selected-passage comments and support uploads remain attached to the relevant draft.

03
Decide

The chair or delegate controls change.

Every comment can become a judgement call buried in the drafter's next Word version.

Accepted, held and rejected points are separated before regeneration and export.

Less chasing

Outstanding responses and confirmations are visible.

Better judgement

Chair decisions are made against the full review set.

Cleaner history

The final draft can be read beside the review record.

See this workflow in Boardmate

Contents

01

Focused review without workspace administration

A reviewer can read a draft and make a controlled submission through a focused private link. The experience is built for people who need to check minutes, not manage the Boardmate workspace.

Director

Read the minutes, comment on the passage, or confirm no comments.

Administrator

Check attendance, quorum, NAV, report references, and operational details where relevant.

Legal reviewer

Review resolutions, defined terms, conflicts, sensitive wording, and legal-review points.

Service provider

Upload or confirm supporting information tied to the relevant review request.

02

Comments are review input

Boardmate records comments, uploads, link opens, and no-comment confirmations so the review has a history. The next draft should come from accepted feedback, not from whichever email was easiest to copy into Word.

  • Selected-passage comments keep context close to the wording being discussed.
  • Uploads can explain or support a correction without being separated from the review.
  • No-comment confirmations make silence and agreement easier to distinguish.
03

Reviewers stay separated

The intended model is recipient-specific review, with each reviewer using their own access link. Board support can see who has responded, who still needs attention, and what should be put to the chair or delegated owner.

Outstanding

The review is still waiting for a response.

Commented

The reviewer has left one or more points for consideration.

Uploaded

The reviewer supplied supporting material or a replacement document.

No comments

The reviewer has confirmed the draft needs no change from them.

What to check

  1. Import CSV, recordings, transcripts, board packs, support notes, and separate report files where needed.
  2. Preflight the batch so gaps are visible before minutes are generated.
  3. Draft formal house-style minutes from the available source material.
  4. Request comments through private reviewer links and track confirmations.
  5. Chair or delegate accepts feedback before regeneration and approval.
  6. Export DOCX, PDF, action items, and an auditable record.

Reviewer workspace

Selected passages, reviewer comments, and chair decisions stay attached to the draft.

Draft minutes v2 Chair review

2. Prior minutes

The minutes of the meeting of the Board held on 17 June 2026 were tabled and reviewed. UPON MOTION DULY MADE, IT WAS RESOLVED that the minutes be approved subject to the agreed amendment.

The Board noted the continuing action on service provider reporting and requested that the updated timetable be circulated before the next meeting.

Process comparison

Where Boardmate removes manual handling.

The difference is easiest to see beside the current workflow: source material, review, regeneration, export, and the record that carries forward.

Area Boardmate Ad hoc process
Record

Source material is named, matched, and visible before drafting.

Records live in folders, inboxes, and local document versions.

Review

Comments stay attached to passages and reviewers are tracked.

Feedback is reconciled from emails, markups, and meeting notes.

Regeneration

Accepted comments become controlled source material for the next draft.

The drafter manually decides which edits made it into the file.

Audit

Exports, actions, reviewer activity, and audit history travel together.

The final minutes and the review record can drift apart.

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 Full?

Lite is the backlog-clearing workbench. Full is the broader board cycle workspace for agendas, report requests, board packs, annual compliance tasks, actions, approvals, reminders, and governance memory.