Boardable AI for Nonprofits: Board Management with Auto-Generated Minutes
Tired of spending hours transcribing board meeting notes and hunting for scattered documents in email threads? Boardable AI is board management software built exclusively for nonprofits, helping you organize agendas, share board packets, run virtual meetings, and automatically capture meeting minutes with AI—all in one centralized platform. From meeting prep to follow-up, Boardable eliminates the administrative burden so your board can focus on governance, not paperwork.
What It Does
Your board secretary spends 3-4 hours after every meeting transcribing notes and formatting minutes. Board members email you days before meetings asking "Where's the agenda?" or "Can you resend last month's financials?" You've lost track of which motions passed and who's responsible for which action items. These scenarios drain time that nonprofit leaders don't have.
Boardable is board management software designed specifically for nonprofits to solve these exact problems. It centralizes all board-related activities into one secure platform: build agendas, distribute board packets, conduct virtual or hybrid meetings, capture meeting minutes, track action items, manage documents, and facilitate e-voting on motions and decisions. Everything your board needs—documents, discussions, decisions, and follow-ups—lives in one organized space accessible 24/7.
What sets Boardable apart is its AI-powered features. With AI-Generated Minutes and Summaries, the platform automatically transcribes meetings and creates formatted minutes—eliminating hours of manual note-taking. The AI Meeting Assistant provides real-time answers during meetings without disrupting conversation flow. And the Boardable Consultant acts as an on-demand governance expert, trained on nonprofit board management best practices to answer questions about bylaws, committee structures, or board development strategies.
Think of Boardable as your board's command center—keeping everyone aligned, informed, and productive while dramatically reducing the administrative burden on staff and volunteer leaders.
Best For
Organization Size
Small to large nonprofits with active boards (typically 5-25 board members). Especially valuable for organizations with multiple committees, geographically distributed boards, or frequent board turnover that requires consistent onboarding and documentation.
Best Use Cases
- Nonprofits struggling with disorganized board communications and scattered documents across email, Google Drive, and Dropbox
- Organizations conducting virtual or hybrid board meetings that need integrated video conferencing and automatic transcription
- Boards spending excessive time on meeting prep, minute-taking, and action item tracking instead of strategic governance
- Nonprofits managing multiple committees (governance, finance, program, fundraising) that each need organized documentation
- Organizations needing secure document management with role-based permissions for board materials
- Boards requiring formal e-voting capabilities for motions, resolutions, and document approvals
Ideal For
Executive Directors, Board Chairs, Board Secretaries, Development Directors, and nonprofit staff responsible for coordinating board activities, preparing meeting materials, and ensuring governance compliance.
Key Features for Nonprofits
AI-Generated Minutes
Automatic meeting documentation in seconds
Stop spending 3-4 hours transcribing meeting notes. When you use Boardable Video with AI enabled, meeting minutes are automatically generated from transcripts with clearly defined action items and owners extracted and organized.
- Instant AI-generated summaries of key takeaways
- Automatically extracted action items with assignees
- Reduces documentation time by 85-90%
AI Meeting Assistant
Real-time answers during meetings
Get instant answers to questions about previous meetings, policies, or board decisions without disrupting conversation flow. The AI Assistant surfaces relevant information from your board's history in real-time.
- Instant recall of past decisions and discussions
- Works during and after meetings
- Helps new board members get up to speed faster
Boardable Consultant
AI governance expert trained on nonprofit best practices
Get on-demand guidance on nonprofit board management, governance questions, committee structures, bylaw interpretation, and strategic planning—like having a governance consultant available 24/7.
- Trained on nonprofit board management best practices
- Provides tailored advice and real-time insights
- Uses Claude by Anthropic for high accuracy
Board Packet Creation
One-click meeting materials
Assemble agendas, reports, financials, and supporting documents into professional board packets with one click. Board members access everything they need in one organized place—no more email attachments.
- Drag-and-drop agenda builder
- Unlimited document storage (Pro/Pro+)
- Automatic distribution to board members
Integrated Video Conferencing
Built-in virtual meetings with transcription
Run virtual or hybrid board meetings directly in Boardable with built-in video conferencing (Boardable Video). Also integrates with Zoom and Microsoft Teams for flexibility.
- Real-time captions and transcriptions
- Required for AI minutes and assistant features
- Calendar sync with Outlook and Google Calendar
E-Voting & Approvals
Digital voting and decision tracking
Conduct formal votes on motions, resolutions, and document approvals with built-in e-voting. Track voting history and ensure proper documentation of board decisions.
- Virtual polling during meetings
- Async voting for time-sensitive decisions
- Automatic record-keeping of vote results
Real-World Nonprofit Use Case
Consider a mid-sized youth development nonprofit with a 15-member board meeting quarterly, plus three active committees (finance, program, governance) meeting monthly. Before Boardable, their Executive Director spent 6-8 hours before each board meeting assembling materials from multiple sources—pulling financial reports from QuickBooks, program updates from staff emails, and governance documents from various Google Drive folders. After meetings, the Board Secretary dedicated 3-4 hours transcribing notes and formatting minutes.
With Boardable AI, the transformation is immediate. The Executive Director now uploads documents directly to Boardable's centralized library and builds board packets in 45 minutes using the drag-and-drop agenda builder. All 15 board members access materials through the platform—no more massive email attachments that bounce back or get lost in spam folders.
During virtual board meetings conducted through Boardable Video, the AI Meeting Assistant fields questions about previous committee recommendations without disrupting discussion flow. When a board member asks "What did we decide about the scholarship eligibility criteria in March?" the Assistant instantly surfaces the relevant minutes and decision.
After the meeting, AI-Generated Minutes automatically produce a draft with all key decisions, action items assigned to specific board members, and next steps clearly outlined. What used to take the Secretary 3-4 hours now takes 15 minutes of light editing to add organizational context and format for official records. The platform's task manager automatically sends reminders to board members with outstanding action items, dramatically improving follow-through.
When recruiting a new board member, the Board Chair uses the Boardable Consultant AI to get guidance on onboarding best practices and committee assignment strategies. The new board member gains instant access to a year's worth of organized meeting materials, minutes, and governance documents—getting up to speed in days instead of months.
The finance committee leverages e-voting for quick approval of routine budget amendments between meetings, with DocuSign integration enabling digital signatures on financial policies. Public board sites feature the organization's mission, board roster, and governance documents—increasing transparency with donors and funders.
The result: The Executive Director reclaims 20+ hours per quarter previously spent on meeting logistics, the Board Secretary's post-meeting workload drops by 85%, and board members report feeling more prepared and engaged. The organization redirects these saved hours toward program development and fundraising—the work that actually advances their mission.
Pricing
Essentials
$20.99/user/month (annual)
- 1,000 file storage limit
- Basic meeting tools
- Agenda builder
- Board packet generation
- Google Drive & Teams integrations
Professional
$29.99/user/month (annual)
MOST POPULAR
- Unlimited file storage
- E-signatures (DocuSign)
- Governance forms
- Public board sites
- Basic surveys (4 sends, 400 responses/mo)
Professional+
$35.99/user/month (annual)
AI FEATURES
- AI-generated meeting minutes
- AI Meeting Assistant
- Boardable Video included
- Unlimited surveys
- Unlimited guest invitations
Free Trial
Boardable offers a 14-day free trial of the Professional plan with full access to governance features. No credit card required to start.
Pricing Notes
- All prices shown are for annual billing (10% discount vs. monthly)
- User count includes all administrators, board members, committee members, and observers
- Meeting guests and survey respondents do not require paid seats
- Volume discounts available for larger teams
- Example: A board of 15 members costs $314.85-$539.85/month (annual billing) depending on plan
Nonprofit Pricing
Boardable does not offer separate nonprofit discounts because their pricing is already designed specifically for nonprofit organizations. The platform is built exclusively for nonprofits and mission-driven organizations, so their standard pricing reflects nonprofit budgets.
However, Boardable does offer volume discounts for larger teams. If you have a large board or multiple committees requiring many user seats, contact their sales team to discuss volume pricing options.
Compared to enterprise board management solutions that cost $500-2,000+ per month, Boardable's nonprofit-focused pricing ($314.85-$539.85/month for a 15-member board) represents significant savings while offering AI-powered features typically reserved for corporate board software.
Learning Curve
Boardable is designed to be intuitive for users of varying technical skills. If board members can navigate email and use a web browser, they can use Boardable.
Time to Productivity
- Administrators: 1-2 hours to set up organization profile, upload documents, and create first board packet
- Board Members: 15-30 minutes to learn navigation, access documents, and participate in first meeting
- AI Features: Minimal learning required—AI works automatically once enabled on Professional+ plan
Learning Resources
- Self-guided onboarding resources and video tutorials
- Comprehensive knowledge base with step-by-step guides
- Live in-product chat support during business hours
- Personalized onboarding assistance available
Integration & Compatibility
Integrations
- Video Conferencing: Zoom, Microsoft Teams, Boardable Video (built-in)
- Calendars: Outlook, Google Calendar
- E-Signatures: DocuSign
- Cloud Storage: Google Drive, Google Workspace, Microsoft OneDrive
Platform Access
- Web: Access from any modern browser (Chrome, Firefox, Safari, Edge)
- Mobile: Responsive web interface works on smartphones and tablets
- Accessibility: Works from any location with internet connection
Data Portability
- Download meeting minutes and documents
- Export meeting transcripts and AI-generated summaries
- Maintain ownership of all uploaded files and documents
Security & Compliance
- SOC 2 Type II certified
- GDPR and HIPAA compliant
- 2-way encryption and role-based permissions
- Zero retention protocol for AI data (anonymized)
Honest Assessment: Pros & Cons
Strengths
- Built exclusively for nonprofits: Every feature designed for nonprofit board governance needs
- Time-saving AI features: Automatic minutes generation reduces post-meeting work by 85%+
- Centralized organization: Eliminates scattered documents and endless email threads
- Intuitive for non-technical users: Board members get up to speed quickly without extensive training
- Responsive customer support: Live chat, help articles, and personalized assistance
- Strong security: SOC 2, GDPR, HIPAA compliance with robust data privacy for AI features
- Governance consultant AI: On-demand board management expertise trained on nonprofit best practices
Limitations
- AI features require highest tier: Must upgrade to Professional+ ($35.99/user/mo) for AI minutes and assistant
- User-based pricing adds up: For a 15-member board, costs $314-539/month depending on plan
- Video conferencing challenges: Some users report issues with built-in video quality and reliability
- AI requires Boardable Video: Can't use AI features if conducting meetings via external Zoom/Teams
- Occasional navigation issues: Some users mention interface can be confusing for certain admin tasks
- Limited CRM integrations: Doesn't directly integrate with fundraising or donor management systems
- No nonprofit discount: Pricing is tailored for nonprofits but no additional discount available
Alternatives to Consider
OnBoard AI
AI-powered governance suite with Agenda AI, Minutes AI, and Board Assistant
OnBoard offers more advanced AI features across the full board workflow (agenda creation, meeting management, minutes generation). Better for larger nonprofits needing enterprise-grade governance tools with sophisticated AI automation. Special nonprofit pricing available but typically more expensive than Boardable.
BoardEffect GovernAI
AI governance automation serving 14,000+ mission-driven organizations (part of Diligent)
BoardEffect (now part of Diligent) provides comprehensive board management with AI-powered governance automation. Well-established with strong nonprofit customer base. Better for organizations wanting enterprise backing and proven track record. Pricing typically higher than Boardable but includes more enterprise features.
Manual Board Management (Google Drive + Docs)
DIY approach using free tools for budget-constrained organizations
For very small nonprofits (under $100K budget) with simple board structures, a Google Drive folder with shared agendas, minutes templates, and calendar invites may be sufficient. Free but requires significant manual work and lacks AI automation, e-voting, task management, and governance features. Consider if your annual Boardable cost ($300-500/month) exceeds staff time savings.
Getting Started with Boardable AI
1Start Your Free Trial
Visit boardable.com and sign up for the 14-day free trial of the Professional plan (no credit card required). You'll gain access to most features except AI capabilities, giving you time to evaluate the core platform with your board.
- Set up your organization profile and board structure
- Upload existing board documents and governance materials
- Invite 2-3 board members to test navigation and features
2Create Your First Board Packet
Use the drag-and-drop agenda builder to create your next board meeting packet. Upload financial reports, committee updates, and supporting documents. Experiment with one-click board packet generation to see how much faster meeting prep becomes.
- Build agenda with customizable templates
- Attach relevant documents to each agenda item
- Distribute packet to board members with one click
3Test AI Features (If Upgrading to Professional+)
If you decide AI-generated minutes are worth the Professional+ investment, conduct a test meeting using Boardable Video. Enable AI transcription and let the platform auto-generate meeting minutes. Review the output quality and compare time saved versus manual note-taking.
- Schedule a committee meeting to test Boardable Video
- Enable AI features and review auto-generated minutes
- Ask the Boardable Consultant AI questions about board governance
4Roll Out to Your Full Board
Once you've confirmed Boardable meets your needs, invite all board members and configure committees, permissions, and integrations. Set up calendar syncing, DocuSign for e-signatures, and connect cloud storage if needed. Use Boardable's onboarding resources to train board members.
- Send invitation emails with getting-started instructions
- Host a brief training session (15-20 minutes) before first meeting
- Set up integrations with existing tools (calendar, video, e-signature)
Need Help Implementing Boardable AI?
Selecting the right board management software is an important decision that affects your entire governance structure. We help nonprofits evaluate options, migrate from existing systems, and train board members for successful adoption.
Frequently Asked Questions
Does Boardable offer a free plan for nonprofits?
Boardable offers a 14-day free trial of their Professional plan with no credit card required. However, they don't have a permanently free tier. Pricing starts at $20.99/user/month for the Essentials plan (billed annually). While Boardable doesn't offer nonprofit discounts—their pricing is already designed specifically for nonprofits—they do provide volume discounts for larger teams.
What AI features does Boardable include?
Boardable's AI features include: AI Meeting Assistant (real-time answers during and after meetings), AI-Generated Minutes & Summaries (automatic documentation from meeting transcripts), and Boardable Consultant (custom AI trained on nonprofit board management best practices). All AI features use Claude by Anthropic for high accuracy and low hallucination rates. These features require Boardable Video with transcription and are only available on the Professional+ plan ($35.99/user/month).
Is my board data private when using Boardable's AI?
Yes. Boardable implements a zero retention protocol with anonymized data. No personal or sensitive user data is retained or used for AI training. All AI features default to "off" and must be actively enabled by users. Boardable is SOC 2 Type II, GDPR, and HIPAA compliant with 2-way encryption and role-based permissions. They automatically anonymize data so it's never shared publicly or mishandled.
Can Boardable integrate with our video conferencing tools?
Yes. Boardable integrates with Zoom and Microsoft Teams for video conferencing. It also connects with Outlook and Google Calendar for scheduling, DocuSign for e-signatures, and major cloud storage services like Google Drive. For AI features like auto-generated minutes, you can use Boardable's built-in video conferencing (Boardable Video) which includes transcription capabilities.
What's the difference between Boardable's pricing tiers?
Essentials ($20.99/user/month): 1,000 file limit, basic meeting tools, agenda builder, board packet generation. Professional ($29.99/user/month): Unlimited file storage, e-signatures, governance forms, public sites, basic surveys (4 sends/400 responses per month). Professional+ ($35.99/user/month): AI-generated minutes and transcripts, Boardable Video included, unlimited surveys, unlimited guest invitations and groups. All pricing is annual; monthly billing costs 10% more.
Do all board members need paid accounts?
Yes, all individuals with platform access count as users: administrators, board members, committee members, and observers. However, meeting guests and survey respondents do not require paid seats. This user-based pricing model means a board of 12 members would need 12+ paid seats depending on who else needs access (staff, committee members, etc.).
How technical do board members need to be to use Boardable?
Boardable is designed to be intuitive for users of varying technical skills. If board members can use email and a web browser, they can use Boardable. The platform provides self-guided onboarding resources, a comprehensive knowledge base, in-product chat support, and personalized assistance. Most users report finding the platform easy to navigate without extensive training.