This release helps secretaries and administrators spend less time on the work that surrounds board meetings – from turning discussions into tasks and reusing existing surveys, to sending clearer notifications and keeping documents in order.
Turn meetings into action items in less time
Ideals Board now uses AI to identify action items in your meeting transcript and suggests them directly within your AI minutes. A sticky banner lets you move from one suggestion to the next, and you can dismiss any suggestion you don’t need – with the option to undo it, if you change your mind. Turning the suggestions you keep into draft action items is now quicker and more convenient.
For secretaries, this takes the effort out of one of the most time-consuming post-meeting jobs: rereading the discussion to work out who agreed to do what. Follow-ups are captured while the meeting is still fresh, fewer commitments slip through the cracks, and tasks can go out to board members sooner.
Import surveys from your own files with AI
Secretaries can now build surveys in the Ideals Board from the documents they already have. Upload a file to make AI read the content and convert it into a ready-to-use survey, identifying each question and matching it to the right format.
Whether it’s an annual board evaluation, a director skills assessment, or a post-meeting feedback form, the questionnaires your board already relies on can be up and running in less time. It also keeps your questions consistent from one cycle to the next – so results stay comparable year on year and your governance reporting is built on a like-for-like basis.
Spend less time organising board documents
Secretaries can now copy meeting minutes directly to the document library, and everyone can choose which columns appear in the Documents table. On top of that, adding documents is simpler and moving between folders feels more intuitive
For secretaries, that means minutes can move into the library where the board’s records live, with no manual download-and-upload step. Once they’re there, you can use the library’s access settings to share them with exactly the people who need them, rather than everyone with access to the meeting. For everyone working in Documents, it means a table that shows the information that matters to them, and less friction when adding or finding files ahead of the next meeting.
Make every notification clearer and easier to act on
Email notifications now support rich text, so you can format the content of meeting invitations, updates, and task requests and make the key details stand out.
A well-structured invitation or task request is easier for directors to scan, understand, and act on, especially when they’re reading between meetings or on the go. Clearer communication before a meeting means fewer follow-up questions for the secretary and fewer missed details for attendees.