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Add a Meeting for the First Time

Create your first meeting, build an AI-assisted agenda and publish your Board Pack

Written by Rajit Theodore

Create your first meeting

  1. Click Start here.

  2. Follow the prompts to enter your meeting details.

Enter the topics for your meeting. BoardPro generates an AI-assisted agenda based on your topics, or you can choose one of the available templates:

  • Strategic

  • Best Practice

Edit the draft agenda

The agenda editor displays:

  • Agenda sections in the left-hand panel.

  • Details of the selected agenda item in the right-hand panel.

You can customise the agenda by:

  • Moving or removing sections using the More actions menu (three dots).

  • Clicking + Section to add a section from the available templates.

  • Moving or removing agenda items using the More actions menu (three dots).

  • Clicking + Agenda Item to add another agenda item.

  • Editing the title, purpose, description, presenter and duration for each agenda item.

Note:

The AI-generated agenda is fully editable and can be reused later as a template. For more information, see Copy / Clone the agenda.

Add supporting documents

Each agenda item includes a Supporting Documents area where you can upload board papers.

Click within the Supporting Documents area or drag and drop files from your device.

Publish the agenda

When your agenda is complete, click Publish Agenda to generate the Board Pack.

BoardPro combines all uploaded supporting documents into a single PDF Board Pack for board members to access.

Note:

Publishing the agenda does not notify board members. You choose when to send notifications after the Board Pack is ready.

Invite people

You can invite people to your board at any time. For more information, see Add People into BoardPro.

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