Scattered Meeting Information
Keep attendees, agenda items, supporting documents, notes, resolutions, and minutes connected to the right meeting.
Run Board Meetings, Decisions, and Follow-Up From One Connected System
Keep board meetings, decisions, documents, and follow-up connected in one system, customized to your organization.
Need help getting started? We can set up your Board Management system at no cost.
Trusted By:
“AnyDB has become a core part of how we run our business.”
Ribu, Owner, Dgicon
Runs End-to-End Business Operations in AnyDBBoard Management Challenges We Help You Solve
Replace scattered agendas, spreadsheets, meeting files, email threads, and task lists with a structured board management system.
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.
Try Board Management for Free
$0
Start Free PlanBuild Your Own Board System
From $50 / month
View PlansWe Build & Manage It
From $150 / month
Schedule DemoExplore Board Management Features or Create Your Own System
Use the ready-to-use Board Management solution as your starting point. Keep its existing structure or customize it around your board, committees, meeting process, and access requirements.
1
Prepare Board Meetings
Create meetings, organize agendas, and attach materials.
2Record Decisions & Minutes
Capture discussions, resolutions, votes, and minutes.
3Manage Board Follow-Up
Assign action items and monitor work to completion.
4Share Information Securely
Give directors focused access to relevant records.
5Customize Your Board System
Shape records, workflows, and permissions around your organization.
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.
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
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.
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.
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
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 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.
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.
Start With Ready-to-Use Business Objects
Build a starting point for board operations with objects from the Business Object Library. Customize their fields, relationships, forms, views, and workflows around the way your team works.
Contact
Keep individual contact details connected to organizations and ongoing work.
Appointment
Organize board meetings and connect participants and related documents.
Document
Manage business files with their own metadata, ownership, and lifecycle.
Task
Assign meeting follow-ups and track responsibility and progress.
Project
Connect project ownership, tasks, documents, costs, and related work.
Activity
Keep calls, emails, and other interactions linked to the people and records involved.
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.
