Board Management | AnyDB

AnyDB for Board Management

Run Board Meetings, Decisions, and Follow-Up From One Connected System

Manage directors, committees, meetings, agendas, resolutions, documents, action items, and board access in one organized system.

Start with a ready-to-use Board Management solution, then customize its records, workflows, permissions, and documents around your organization.

Need help getting started? We can set up your Board Management system at no cost.

DirectorBoard member record
CommitteeMembership and charter
Board MeetingCentral meeting record
Agenda ItemTopic for discussion
ResolutionFormal board decision
Action ItemAssigned follow-up work
Meeting Preparation
Director & Committee
Records
Resolutions & Minutes
Secure Board Access
  • Trusted By:

  • Cadre Labs
  • ACXchange
  • Equipro
  • Dgicon
  • Alliance for Christina Academy
“AnyDB has become a core part of how we run our business.”

Ribu, Owner, Dgicon

Runs End-to-End Business Operations in AnyDB

Board Management Challenges We Help You Solve

Replace scattered agendas, spreadsheets, meeting files, email threads, and task lists with a structured board management system.

Scattered Meeting Information

Keep attendees, agenda items, supporting documents, notes, resolutions, and minutes connected to the right meeting.

Manual Agenda Preparation

Build each agenda from structured items without repeatedly assembling information across separate documents.

Decisions Buried in Minutes

Capture resolutions, voting outcomes, and related discussions as structured records that can be found later.

Follow-Up That Slips Through the Cracks

Turn decisions into assigned action items with owners, due dates, reminders, and clear status.

Limited or Excessive Access

Give directors access to relevant meetings, records, and documents while keeping the internal workspace controlled.

Choose How You Want to Manage Your Board

Start free, build the system yourself, or have our team build and manage it for you.

Top AnyDB Board Management Features

Manage the full board meeting process in one system that can be customized to fit your organization.

Board Meetings & Agendas

Keep attendees, agenda items, documents, discussion notes, resolutions, and follow-up connected.

Directors & Committees

Maintain director roles, term dates, committees, charters, and memberships.

Resolutions & Action Items

Record decisions and votes, then assign required follow-up with owners, dates, and status.

Documents & Director Access

Keep board materials with the right meeting and share them through controlled views or portals.

Document Generation

Generate formatted board minutes and resolution documents from information stored in live AnyDB records.

1Prepare Board Meetings

Bring Every Part of Meeting Preparation Together

Create the board meeting, establish its date and location, identify attendees, organize agenda items, and attach the documents directors need to review. Everything stays connected to one central meeting record.

Upcoming Board Meeting
Quarterly Board MeetingMaterials Ready
Date: October 15, 2026Location: Main Office & Video Conference
7 Directors5 Agenda Items8 Supporting Documents2 Proposed Resolutions
What you can manage

Meeting Details

Keep the date, time, location, meeting type, status, attendees, and other important information together.

Agenda Preparation

Create agenda items with topics, presenters, notes, time allocations, and related documents.

Board Materials

Attach board packs, reports, proposals, financial documents, and other files to the meeting or agenda item.

2Record Decisions and Generate Minutes

Keep a Clear Record of What Happened During the Meeting

Record attendance, discussion notes, decisions, resolutions, and voting outcomes as the meeting takes place. Use this information to maintain an organized meeting history and generate consistent board documents.

Meeting Decision Record
Agenda ItemApprove 2027 Operating Budget
DiscussionBudget assumptions and department allocations reviewed
Resolution2027 operating budget approved
Voting Outcome6 in favor · 1 abstention
StatusApproved
What you can manage

Meeting Records

Capture attendance, discussion notes, agenda outcomes, decisions, and supporting information.

Resolutions & Votes

Document whether each resolution was approved, rejected, deferred, or amended.

Board Documents

Generate formatted meeting minutes and resolution documents from information captured in AnyDB.

3Manage Board Follow-Up

Turn Board Decisions Into Work That Can Be Tracked

Create action items directly from meetings, agenda topics, and resolutions. Assign each item to an owner, establish a due date, and monitor progress without relying on follow-up emails or a separate task list.

Board Action Items
Action ItemOwnerDue DateStatus
Finalize approved budgetFinance DirectorOct. 22In Progress
Update governance policyBoard SecretaryNov. 5Not Started
Prepare committee reportCommittee ChairNov. 12In Review
Distribute signed resolutionBoard SecretaryOct. 18Complete
What you can manage

Assigned Action Items

Connect follow-up work to the meeting, agenda item, resolution, committee, or responsible director.

Due Dates & Reminders

Set deadlines and use notifications or automations to remind owners about upcoming and overdue work.

Progress Visibility

Use filtered views and dashboards to see open, overdue, completed, or committee-specific action items.

4Share Board Information Securely

Give Directors Access to What They Need

Share meetings, minutes, documents, and committee information without opening your entire workspace. Use read-only views, portals, and granular permissions to create the appropriate access for each director or stakeholder.

Director Portal
Director PortalSecure Access

Upcoming Meetings

Quarterly Board Meeting
Finance Committee Meeting

Available Materials

Meeting Agendas & Board Packs
Supporting Reports & Previous Minutes
Resolution Records
What you can manage

Read-Only Sharing

Share meeting records, minutes, decisions, and related information without allowing changes.

Director Portals

Create a focused portal for upcoming meetings, previous records, committee information, and materials.

Access Controls

Control access by workspace, role, record, or field so each person sees only appropriate information.

5Customizable Board Management System

Build Board Management Around the Way Your Organization Works

Start with the ready-to-use Board Management solution, then customize its fields, records, terminology, views, permissions, and workflows. Add new processes as your requirements evolve without replacing the underlying system.

Your Board Management Structure
Directors
Committees
Board MeetingsAgenda Items · Attendees · Documents
Resolutions
Action Items
What you can manage

Custom Records & Fields

Capture the governance information, classifications, dates, responsibilities, and internal details your organization needs.

Custom Workflows & Automations

Create workflows for preparation, approvals, reminders, document generation, onboarding, and follow-up.

Custom Access & Connections

Adjust permissions while connecting board management with other operational systems.

From Agenda Preparation to Follow-Up

Manage the full board meeting process without switching between separate documents, spreadsheets, folders, and task lists.

Before the Meeting

Prepare the Board Meeting

Create the meeting, organize agenda items, identify attendees, and attach the documents directors need to review.

During the Meeting

Record Discussions & Decisions

Confirm attendance, capture discussion notes, document resolutions, and record each agenda outcome.

After the Meeting

Generate Minutes & Assign Work

Generate meeting minutes, share the record, create action items, and track follow-up through completion.

Manage Directors and Committees as Connected Records

Keep the people, roles, terms, committees, and memberships behind board operations organized and current.

Director Records

Maintain contact details, roles, appointment and term dates, memberships, and documents.

Committee Records

Organize purposes, charters, meetings, responsibilities, and related documents.

Membership History

Track committee memberships, roles, and their beginning and end dates.

Term Visibility

Monitor upcoming term changes and milestones with views, reminders, and dashboards.

Related Board Activity

Connect people and committees with meetings, decisions, votes, documents, and actions.

Share Board Information Without Sharing Your Whole Workspace

Give directors and other stakeholders access to the information they need while keeping your internal board management workspace controlled.

Share Meeting Minutes

Share meeting details, minutes, decisions, and related information as a read-only view.

Share Board Materials

Keep board packs, reports, and supporting files attached to the relevant meeting or agenda item.

Create a Director Portal

Give directors one focused place for meetings, materials, previous records, and committee information.

Generate Board Documents From Live Meeting Records

Use information stored in Board Meeting, Agenda Item, Resolution, Attendee, and related records to generate formatted documents.

Board Meeting Minutes

Generate minutes using meeting details, attendance, agenda items, resolutions, voting outcomes, and notes already captured in AnyDB.

Resolution Documents

Create formatted documents for approved resolutions using the resolution details and related meeting information.

Consistent Output

Use templates to create a consistent structure without repeatedly copying information into separate files.

AnyDB Document Generation creates formatted PDF, DOCX, and XLSX files from live records. Templates can include record fields, related information, tables, images, and other relevant content. Explore Document Generation

Board Software That Fits Your Process

Start with a ready-to-use Board Management solution and customize it whenever your requirements change. Add fields, views, forms, records, workflows, permissions, and automations without replacing the underlying system.

Conflict-of-Interest DeclarationsBoard EvaluationsDirector OnboardingCommittee-Specific RolesDetailed Voting RecordsPolicy ManagementApproval WorkflowsMeeting & Action-Item Reminders

Replace Spreadsheets, Documents, Folders, and Follow-Up Emails

Keep the working record of your board in one connected system instead of reconstructing it from separate tools after every meeting.

Instead ofUse AnyDB
Director spreadsheetsStructured Director records
Separate committee listsConnected Committee and Director records
Standalone agenda documentsAgenda Items linked directly to meetings
Resolutions buried in minutesStructured Resolution records
Manually assembled minutesDocuments generated from live Board Meeting records
Individually emailed materialsShared records, documents, and director portals
Follow-up tasks in emailAction Items with owners, due dates, reminders, and status
Files scattered across foldersDocuments attached to the relevant meeting or agenda item

Start the Way That Works for You

Explore AnyDB for free, build your own Board Management system, or have our team build and manage it for you.

Start Free
$0

Load the ready-to-use solution, add your directors, and see how the structure fits your next board meeting.

Start Free
We Build & Manage It
From $150 / month

Have your Board Management system built and managed for you so your team can focus on running the board process.

Talk to Us

Start with One System. Connect the Rest.

Start with board management today. Add more systems as your organization’s requirements evolve, with records, documents, and processes staying connected.

Start Simple

Begin With Board Meetings

Add New Systems Anytime

Everything Stays Connected

Scale With Confidence

Expand Across Committees and Processes
One example of how systems can connect in AnyDB. Your Board Management system can be structured around the governance processes, terminology, and access requirements your organization actually needs.
Example of interconnected business systems in AnyDB

Your Board Management System Is Ready to Start

Load the ready-to-use solution, add your directors, and begin organizing your next board meeting. Start on the free plan, then add more capacity or advanced capabilities when needed. Paid plans start at $50 per month.

Need help setting it up? We’ll help you get your Board Management system started at no cost.

Run Your Board From One Connected System

Manage meetings, directors, committees, resolutions, documents, access, and action items from a Board Management system you can customize as your requirements evolve.