Set up, edit, invite, review, and action all from Teams

Preparing and reviewing material for board reports can be extremely time consuming and intensive – for admin teams, senior leaders and board members.
Now it’s a whole lot easier.

All your meeting information, in one place

  • Access information relating to your board, all from one consistent location. See who has responded to the meeting invitation, access preparation resources and view the topics added to the agenda for the meeting all from one place.

Review previous meeting

Create and edit meetings

Create and edit your meetings directly from Teams, all from one location.

Associate your board resources

Associate your board resources directly to the meeting.

Access resources

Leverage Microsoft Office 365 collaboration capabilities to co-author documents, update board meetings and more.


  • Create meetings
  • Manage board / committee membership (automatically restrict access to board documents based on board or committee membership)
  • Teams meeting integration


Everything in our Standard plan, plus:

  • Meeting attendance tracking, decision tracking and voting
  • Document Annotations


Everything in our Premium plan, plus:

  • Board / committee relationships (allowing you to streamline the process of cascading reports through your Committee review process)
  • Integration with Adobe Sign / DocuSign (additional fees might apply from third-party provider)

Organise and manage your board meetings with ease and access members and resources from the one location.