Automated Minutes - Redefining Capturing & Creating Minutes

Using speech recognition and natural language processing, Automated Minutes creates an accurately transcribed meeting minutes draft in a near real-time, secure environment.

On March 11th at 2 PM EST OnBoard’s product team, Heather Hansson and Philip Hinz, explored the power of OnBoard’s Automated Minutes.

Using this webinar, you can learn:

Why Automated Minutes? Customizable, Secure, and Governance-Built for Boards

How Automated Minutes works to capture and create an initial draft of your minutes

Personalizing and formatting your Minutes through rich text editing tools

1. ®Automated Minutes
R e d e f i n i n g C a p t u r i n g & C r e a t i n g M i n u t e s

2. Today’s Hosts
Senior Director of Product
OnBoard
Senior Product Manager
OnBoard

3. Housekeeping
•All guests mute by default
•Send questions/comments via Q&A or Chat
•15-second survey: How did we do?
•Deck and recording will be sent to your registration
email address w/n ~ 24 hours

4. The Most Effective,
Simple, and Secure Way
to Manage Your Board.
100K+
Meetings Held Using
OnBoard Each Year
6,000+
Customers Across 60
Countries
175K+
Users Who Lead with
OnBoard

5. C O M M IT T E D T O T RA N S PA R E N C Y
Privacy
Prioritizing privacy meansnever
selling customer data, adhering
to "privacy by design" and
"privacy by default" principles -
conducting privacy impact
assessments for major features.
AI & LLMs
The AI models in OnBoard
operate in a closed environment
to protect customer data. Inputs
are not shared with third parties,
and no unsupervised automated
decisions are made.
Security
OnBoard employs industry-
leading security practices,
benchmarked to international
standards, including ISO and SOC,
with independent third-party
audits, and evolving continuously
to address new threats.

6. What is Automated Minutes?
Automated Minutes is a new and advanced Minutes offering. It has an open, cohesive
workspace to make minutes with easy-to-use text editing tools. Enjoy faster, more
efficient minute-taking with fewer clicks.
The OnBoard Recording Assistant handles the heavy lifting by securely recording your
meeting and delivering a searchable transcript so you can stay focused on conducting
an effective meeting.
An intelligent Meeting Outline provides bullet-pointed highlights of key points,
decisions, motions, and actions post-meeting.

7. What’s New?
Utilize Zoom or Microsoft Teams
to review a recording securely
within OnBoard
Meeting Recording
Search transcripts to assist in
creating or augmenting meeting
notes and minutes
Meeting Transcript
AI-generated outline of the
meeting, which provides the user
with key summary points for each
topic
Meeting Outline
Easily identify motions, decisions,
and actions post-meeting
Highlight Important Moments
Cross-reference and jump to any
part of the meeting recording
Quick Reference Capability
Free form editing provides the
flexibility to tailor your minutes
Rich Text Editor

8. Pre-Meeting
•Use Zoom or Microsoft Teams
meetings.
•Add the remote meeting URL.
•The OnBoard Recording Assistant
is scheduled!

9. In-Meeting
•OnBoard Recording Assistant
automatically joins.
•View and manage attendance.
•Facilitate and participate in the
meeting.
Optional - Capture in-meeting notes
within thetext editor.

11. Post-Meeting
•Review recording, transcript, AI-
generated outline.
•Key goverance callouts are
already identified within the
meeting outline.
•Use artifacts to augment or
create minutes.
Optional - Export the Minutes into a PDF or
Word Document

13. •Draft minutes
combining outline,
agenda, and manual
notes
•Highlighted text
•Key governance
callouts
Next Release

14. Centralized
&Consolidated
Purpose-Built
for Minutes
Customer
Controlled
Manage all your meeting
resources in a
streamlined, single,
secure, and seamlessly
integrated platform.
Benefit from tailored
intelligence that
recognizes board-
specific essentials such
as motions, seconds,
actions, and decisions—
within a versatile rich text
editor.
Retain complete
autonomy and privacy
over your AI-generated
assets and retention,
while maintaining secure,
reliable operations.
H I G H LI G H T S
Why use Automated Minutes

15. What's next
•Generate draft minutes (end of March)
•Customizable settings
•Minutes Docusign approval

16. Audience Q&A

17. THANK YOU!