AI-native architecture
Canonical concepts, workflows, and retrieval surfaces for AI agenda planning, copilots, and provider integrations.
- Concepts guide
- Board meeting workflow
- AI endpoint reference (coming soon)
BoardKite Resources
Product help for every BoardKite workflow
Step-by-step guides for setting up and running your BoardKite workspace. Evaluating board software or looking for best-practice guidance instead? Browse board playbooks →
New to BoardKite?
Follow this setup path to get your board workspace live.
1. Create your account
Sign up, then set up your organization profile for board operations.
2. Invite your board
Send invites with pre-assigned roles (Chair, Member, Secretary) so approvals work immediately.
3. Import signed historical records
Migrate legacy minutes so your governance history is centralized from day one.
4. Plan your board year
Define meeting cadence, draft agendas early, and run each cycle with clear approvals.
Product help
BoardKite product guides
Use these step-by-step guides when you are setting up or expanding a BoardKite workspace.
Guide
Getting started
Launch your board workspace from account setup through first governance cycle.
Meetings
Run board and exec meetings with AI-planned agendas, smart agenda items, approvals, and minutes.
OKRs
Set objectives, manage risk with confidence scores, and report progress weekly.
Decisions
Capture outcomes, align supporters, and turn decisions into accountable execution.
Discussions
Keep board and leadership conversations structured with clear thread ownership.
Files
Store agendas, minutes, and attachments with clear visibility controls.
Actions
Track follow-ups with board-level visibility across owners, due dates, and status.
Admin & setup
Invite your board, set roles, and keep governance consistent across teams.
Explore related board software guides
Continue from product help into focused category pages for board portal, governance software, and decision tracking.
Understand where each guide workflow fits in a full board portal implementation.
See how agenda, invites, and minutes processes map to board meeting software needs.
Connect guide playbooks to decision ownership and execution tracking.
Review governance and compliance expectations tied to board operations.
Need a security or rollout brief?
Send us your audience details and we will tailor the right material for a board, leadership team, investor, or internal rollout.
Contact us