Minutes in minutes, not hours: The latest BoardEffect updates for admins

Board administrators know the pressure of preparing minutes, managing multiple boards and keeping everyone aligned — often with too many manual steps and not enough time. The latest BoardEffect updates are designed to remove that friction, giving admins powerful tools to streamline workflows, boost collaboration and deliver stronger records with less effort.

AI Smart Minutes: Draft minutes and actions in seconds

Turn your notes and meeting transcripts into structured, high-quality minutes in just a few clicks. AI Smart Minutes automatically captures key takeaways, decisions and action items, so you spend less time drafting and more time supporting your board.

• Minutes in minutes, not hours
• Consistent, audit-ready records every time
• Free up admin time for higher-value work

Board Switcher: Seamless multi-board access

For admins supporting multiple boards, Board Switcher removes the hassle of juggling logins and URLs. Log in once and move between BoardEffect sites instantly — no more re-entering credentials or searching for the right site.

• All your boards, one login
• Faster prep across every organization
• Stay organized and ready for every meeting

Share Annotations: Keep everyone informed, in context

Share feedback and questions directly within the Meeting Book. Annotations can be kept private, shared with everyone or sent to specific users — reducing email back-and-forth and keeping discussions tied to the right page.

• Share the right notes with the right people
• Keep conversations in context
• Reduce email clutter

Microsoft Excel Integration: Collaborate in Excel within BoardEffect

Edit and collaborate on Excel files directly inside BoardEffect. No more downloading, version confusion or lost changes — just secure, streamlined collaboration.

• Collaborate in Excel all within BoardEffect
• Control who can edit, view, or download
• Keep board work in one secure hub

Customizable Reporting: Visual board insights on demand

Explore key metrics like attendance, engagement and terms with interactive, visual reports. Filter by date or workroom and share insights with executives — no spreadsheets required.

• Visualize your BoardEffect data
• Share clear, actionable insights
• Save time on manual reporting

AI Smart Prep: Faster, smarter meeting preparation

Surface key topics, decisions and questions from lengthy materials so board members and admins can focus on what matters most.

• Walk into every meeting already prepared
• Highlight major themes and discussion points
• Guide focused reading and prep

Improved Meetings & Calendar View: Clear schedule at a glance

See all BoardEffect events in an enhanced calendar view, with quick access to meeting details and materials.

• Your entire board calendar, all in one view
• Stay organized and prepared
• Sync events to your external calendar

One Click Access: Instantly open meeting books

Jump straight from the home page into the Meeting Book Viewer with a single click, making it easier for board members to access materials quickly.

• From home page to book in one tap
• Reduce steps to access key documents
• Encourage in-app engagement

Ready to see these updates in action?

Log in to BoardEffect today to explore the new features, or contact your Customer Success Manager for a walkthrough.