Key Benefits
- Cut Meeting Prep Time by 70%
Pre-built agenda templates, drag-and-drop ordering, and one-click board book attachment eliminate hours of manual preparation so governance teams can focus on strategic priorities instead of logistics.
- AI-Generated Meeting Minutes
Preside automatically captures discussion points, decisions, and action items during meetings and produces polished, board-ready minutes, removing the burden from corporate secretaries and ensuring nothing is missed.
- Real-Time RSVP & Attendance Tracking
Know exactly who has confirmed, who is pending, and whether you have quorum before the meeting begins. Automated reminders ensure directors respond promptly, reducing last-minute scheduling scrambles.
- End-to-End Meeting Workflows
Every meeting moves through a structured lifecycle, draft, published, in-progress, completed, and archived, giving administrators full visibility into meeting status and ensuring governance protocols are followed.
- Calendar Subscription
Each board publishes a live .ics feed. Directors subscribe once in Outlook, Google Calendar or Apple Calendar and board meetings appear automatically, with a link back to the agenda.
Agenda Building & Templates
Crafting a well-structured agenda is the foundation of an effective board meeting. Preside's board meeting management software provides a library of customizable agenda templates tailored to common board meeting types, annual general meetings, quarterly reviews, special sessions, and committee briefings. Governance teams can drag and drop agenda items, assign time allocations, attach supporting documents directly to each item, and designate presenters. Recurring agenda items such as CEO reports, financial reviews, or compliance updates can be saved as reusable blocks, ensuring consistency across meetings while saving hours of repetitive work. Each agenda item supports rich text descriptions, linked resolutions, and embedded discussion prompts that help directors prepare more effectively before arriving at the boardroom.
Automated Meeting Minutes
Preside transforms the way organizations capture board meeting minutes. Rather than relying on a secretary to manually transcribe discussions, the platform uses AI-powered note-taking to generate structured minutes in real time. Decisions, motions, votes, and action items are automatically tagged and organized under the corresponding agenda item. Once the meeting concludes, a formatted draft is ready for review, editing, and approval, often within minutes rather than days. Approved minutes are automatically versioned, stored in the secure document repository, and linked to their corresponding meeting record, creating a complete governance trail. This automation not only saves time but also ensures accuracy and consistency, which is critical for regulatory compliance and fiduciary accountability.
Attendance & RSVP Tracking
Quorum management is a fundamental governance requirement, and Preside makes it effortless. When a meeting is scheduled, all invited directors receive automated RSVP requests via email and in-app notifications. Responses are tracked in real time on a centralized dashboard, clearly showing confirmed attendees, pending responses, declines, and proxy designations. The system automatically calculates whether quorum requirements are met based on the organization's bylaws configuration. If quorum is at risk, administrators receive alerts with sufficient lead time to reschedule or secure additional commitments. Post-meeting attendance records are permanently logged and available for governance reporting, annual filings, and audit purposes. This level of tracking ensures every meeting's legitimacy is fully documented.
Meeting Workflows & Status
Every board meeting in Preside follows a governed lifecycle that ensures nothing falls through the cracks. Meetings begin in draft status, where agendas and materials are assembled. Once finalized, the meeting is published, distributing board books and calendar invitations to all participants. During the session, the meeting moves to in-progress status, enabling real-time note-taking, voting, and resolution management. After adjournment, the meeting transitions to completed status, triggering automated workflows for minutes generation, action item assignment, and follow-up task creation. Finally, meetings are archived with full audit trails. This structured approach brings consistency and accountability to the governance process, allowing boards to demonstrate rigorous meeting management to regulators and stakeholders.
Calendar Integration & Scheduling
Scheduling board meetings across busy executive calendars is one of the most time-consuming tasks for governance teams. Preside's board meeting software gives administrators scheduling polls so they can propose multiple time slots and collect director availability in one place. Once a meeting is confirmed, directors are notified with links to the board book, video conferencing details and relevant pre-read materials, and the meeting appears in any calendar subscribed to the board's feed. For recurring meetings, Preside supports annual scheduling templates that generate an entire year's board calendar in minutes, complete with committee meetings and filing deadlines aligned to your governance cycle.
Frequently Asked Questions
What is board meeting management software?
Board meeting management software is a purpose-built platform that helps organizations plan, conduct, and follow up on board of directors meetings. It centralizes agenda creation, document distribution, attendance tracking, minutes capture, and action item management in one secure environment, replacing fragmented email chains and manual processes with a structured governance workflow.
How does Preside automate board meeting minutes?
Preside uses AI to capture discussion points, decisions, and action items during meetings, then organizes them under the corresponding agenda items. After the meeting, a formatted draft of the minutes is available for review and approval within minutes. The system also tracks who approved the minutes and stores the final version with a complete audit trail.
Can I create meeting agenda templates?
Yes. Preside includes a template library with pre-built agendas for common meeting types such as AGMs, quarterly reviews, and special sessions. You can also create custom templates from scratch or save any existing agenda as a reusable template. Templates support recurring agenda blocks, time allocations, and pre-attached document placeholders.
How does RSVP tracking work for board meetings?
When a meeting is scheduled, Preside automatically sends RSVP requests to all invited directors. Responses are tracked on a real-time dashboard showing confirmed, pending, and declined attendees. The system calculates quorum automatically based on your bylaws and alerts administrators if quorum is at risk, giving you time to follow up or adjust the schedule.