Before board meeting
Transform preparation into a seamless process. Compile docs, build agendas and coordinate schedules – all in one platform.
Confidently schedule meetings ensuring members will be on the same page, no matter where they are.
Smart meeting setup
Quickly set up your meetings with smart autofill, preset participant groups, and Teams/Zoom integration.
Ensure quorum
Send invites and track attendance through RSVPs. Ensure those who are needed, are in the know and present.
Build agenda
Set up meeting agendas in seconds with templates, drag-and-drop, descriptions, motions, files, and links.
Send out board book
Build your board book with instant preview and distribute it in no time, both online and with download capability.
Drive engagement
Get a real-time view of who’s read the board book and send reminders to ensure engagement.
Promote collaboration
Improve collaboration and get directors planning their input before the meeting with shared board book annotations.
During board meeting
Spend time on managing the meeting and let Board do the rest. Draft minute notes, run votes and capture action items, all in the same space.
Set up hybrid meetings effortlessly and ensure remote attendees are actively involved.
Capture the essence
Quickly drop notes on each agenda item and use to compile your minutes ready for sharing at a touch of a button.
Vote on the fly
Whether on mobile, tablet or laptop, manage voting and let participants drive decisions. Cross-platform voting is simple and traceable.
Put words into actions
Type what needs to be done and Board will create action items for you instantaneously.
After board meeting
Keep business moving by promptly wrapping up your meeting admin.
Ensure minutes are circulated, decisions signed off, and actions assigned while still fresh in the memory.
Approve minutes in moments
Reduce time spent on drafting, sharing and signing off minutes with smart workflows.
Find what you need
Find important info quickly with our smart search function. Then navigate directly within the results to find what’s needed.
Store and share safely
Place all your governance documents in one unlimited data storage, and control who has view or download access.
Cross-platform features
Mobile and tablet access enhances productivity, while compliance with regulatory security standards ensures peace of mind no matter what the platform.
Cross platform usage in meetings creates flexibility without complexity.
Connect & coordinate
Whether Teams, Zoom, Google or Outlook, coordination is simplified with calendar & video conference integrations.
Meetings on the go
Review, share, and cast votes as required with iOS and Android devices. Access what you need anytime, anywhere.
Security meets UX
Two-factor authentication balances user experience with regulatory standards for security and compliance. Simply secure.
Explore iDeals Board
Meeting management
Streamline meeting setup. Unleash collaboration. Define your next actions. Meeting management has never been easier.
Invitations, RSVPs, quorum
Agendas
Speed up agenda creation with the agenda builder, optimized for simplicity and efficiency.
Drag-and-drop, templates
Board book viewer
Forget email attachments and complex threads. Our board book viewer focuses everyone on the same up-to-date material.
Online viewer, annotations
Meeting minutes
Generate, share, and review board meeting minutes effortlessly.
Online editor, custom template
Action items
Take minutes. Allocate actions. Send reminders to ensure timely execution.
Tasks, status tracker, reminders
Voting
A built-in voting management is integrated into the minutes editor, so running a vote is just another click.
Cross-device, real-time voting
Global search
Find any decision, document or report exactly when you need it with our intuitive search.
Search entire platform
Discover the power of iDeals Board meetings
FAQs
What is iDeals Board?
iDeals Board automates and streamlines your meeting preparation and management. It’s a simple yet powerful centralized board and committee meeting management tool, giving you complete control and saving you time and money.
Why choose iDeals Board?
iDeals Board allows you to view, create, and manage your meeting tasks and assets in one place. No need to log into multiple applications or search inboxes and hard drives for important documents. Improved task management and reminders remove the stress of meeting admin. One single tool for preparing productive board meetings with speed and efficiency means increased visibility, better communication, and time back to focus on other tasks.
What support is available?
Our support is available via email and AI powered chat 24/7. You can also visit the help center at any time to browse articles and search for answers.
How do I sign up?
Start today by requesting a free demo. It’s easy to sign up and you don’t need a credit card.
Where is my data stored?
Your data is safe and is stored in highly secure AWS data centers, compliant with SOC 1/ISAE 3402, SOC 2, SOC 3, FISMA, DIACAP, and FedRAMP, PCI DSS Level 1, ISO 9001, ISO 27001, ISO 27017, and ISO 27018. All your files in data centers are encrypted with AES 256-bit.
Is there a mobile app?
Yes! Our mobile app makes it easy to manage meetings on-the-go. You can find it on the Apple App Store or Google Play.
Which file types can I work with?
Viewing documents in iDeals Board is a breeze. In the document library, you can view PDF and Microsoft Excel, Word, and PowerPoint documents. In the agenda and board book, documents are presented in PDF format. All other file formats can be downloaded for viewing locally.