Structured AI board meetings for faster, better decisions
AI director perspectives, documented decisions, and accountability that carries forward—built for leaders pressure-testing funding plans, go-to-market strategy, campaigns, financials, and expansion.
Meeting modes
Three formats for three kinds of leadership moments. Use them individually or combine them into a regular board cadence.
Live Session
Your full board, in real time
Run a structured board meeting in a live boardroom. You participate as chair while directors debate from their areas of expertise. Your secretary orchestrates the agenda, manages procedure, and prepares minutes when the session closes.
Invite team members, partners, or advisors to join via video. Motions, votes, and resolutions are recorded with a full audit trail. Schedule ahead or meet now when urgency strikes.
Best for: Expansion plans, annual strategy, funding narratives, monthly or quarterly board meetings, and major strategic decisions where you want the full board to deliberate together.
Executive Review
Strategic input on your schedule
Submit a briefing describing your situation, desired outcomes, and any supporting documents. Your board deliberates without you present and returns written recommendations—not follow-up questions.
You receive a structured board response when deliberation is complete, with an email notification when it's ready. Executive Review is ideal when you're focused on execution and need strategic perspective without blocking your calendar.
Best for: Funding readiness, product-market fit, ABM targeting, marketing campaign review, hiring choices, market expansion, and any question where you want the board's collective view before you decide.
1:1 Director Session
Deep focus with one AI director
Meet privately with a single director on a specific challenge. Add context, upload supporting materials, and work through the issue one-on-one. Your secretary takes notes throughout and prepares a session summary when you close.
Use director sessions for weekly KPI check-ins, cash flow reviews, marketing strategy deep dives, or any topic that benefits from sustained focus in one discipline. Summaries can be exported as PDF.
Best for: Financial statement review, cash flow reviews, business plan development, ABM strategy deep dives, and tactical decisions within a single discipline.
Board Secretary & governance
Every meeting follows structure. Every decision is documented. Nothing gets lost between sessions.
Meeting orchestration
Your secretary opens each session, frames agenda items, pauses for your input as chair, and closes with minutes preparation.
Agendas & old business
Agenda items are built with clear types—discussion, decision, consent, report. Unfinished business and open questions loop into future meetings automatically.
Minutes & decisions
Draft minutes are generated after each session. Approve, regenerate, or export. Every resolution and vote is recorded.
Institutional memory
Decisions, priorities, and risks are extracted and carried into future sessions. Your board remembers what mattered last time.
Action items
Commitments are tracked with owners and due dates. Open items surface on your dashboard and in the next agenda.
Parliamentary modes
Choose the governance style that fits your organization—Consensus for nonprofits, Advisory for SMBs, Strict parliamentary procedure, or Custom rules.
Your board, your way
Customize every aspect of your leadership platform to match how your organization actually works.
Customize your directors
Add, replace, or adjust board members from a diverse roster of specialized directors. Set interaction tone and outside perspectives per member.
Company profile
Mission, vision, values, and ideal customer profile inform every recommendation your board makes.
KPIs & performance
Track success metrics with charts and reflections. Directors propose KPIs during your first board meeting.
Documents
Upload files for meeting context—financials, plans, contracts—and your board analyzes them during deliberation.
Team access
Invite colleagues to your organization with role-based access to meetings and settings.
Coach integration
Link a business coach who can set accountability goals and contribute observations to your board meetings.
iOS companion for iPhone and iPad
The website is where you run the board. The app is where you stay in the work between live sessions—capture, check in, keep KPIs current, and get a short director perspective from your phone.
Capture thoughts
Send ideas and observations to your workspace inbox so they are ready for the next live meeting.
Weekly owner check-in
Complete your momentum check-in and review recent history without opening a laptop. This is separate from 1:1 director sessions on the website.
KPI review
Look up success metrics and update current values so directors deliberate on this week’s numbers.
Limited director ask
Ask one director a focused question when you need a perspective now—not a full 1:1 session.
Ideal customer profile
Read and refine who you serve between strategy sessions.
Check-in reminders
Optional push on check-in day. Email reminders still send from the website.
Live board meetings, video, parliamentary sessions, and billing stay on the website. The app is free to download and included with every plan—sign in with the same email and password.
Agent API for your own AI
Connect OpenClaw, Grok, Claude, or ChatGPT so it can act as you: upload a packet, hold an Executive Review, and bring minutes back. My Board OS does not integrate QuickBooks, HRIS, or ERP — your agent is the glue.
For coaches
Extend your coaching practice with a leadership platform your clients use between sessions—and visibility tools that make your time together count.
AI client briefings
Before each client conversation, receive an accountability-focused briefing synthesized from their meetings, KPIs, assignments, and alerts.
Accountability assignments
Set titled goals with due dates. Track status—on track, behind schedule, or completed—across your client roster.
Coach observations
Write guidance that is embedded into every future AI board meeting for that client, shaping recommendations without replacing the board.
Client KPI management
View and edit client KPIs. See performance trends and help clients stay focused on what matters.
Portfolio summary
See which clients need attention, which are thriving, and which are making steady progress—all from one dashboard.
Private coach notes
Keep internal notes that stay between you and your practice, separate from what the client sees.
The live boardroom
When you need the full board together, My Board OS delivers a structured, professional meeting experience.
Video for human participants
Team members and advisors join via integrated video. AI directors participate through structured deliberation with optional voice.
Motions & votes
Formal motions are proposed, seconded, debated, and voted on with parliamentary integrity. Your secretary never invents votes or outcomes.
Full audit trail
Every deliberation, resolution, and commitment is recorded. Review meeting history anytime and export session summaries.