Summarizing the Board Pack

BoardCloud’s AI-powered summarization helps you quickly understand the key points across all documents in your board pack, saving time and improving meeting preparation.

Key benefits

Time efficiency
Quickly grasp the main points of complex or lengthy documents, making it easier to prepare for board and committee meetings.
Improved knowledge retention
Clear summaries make it easier to recall, share, and revisit important information during and after meetings.
Flexible and customizable
Summaries can be tailored to your needs by adding a custom prompt, helping you focus on what matters most.

Before you start

Your meeting must be published for the summarization option to be available.

How summarizing the board pack works

The tool summarizes all documents included in your board pack.

Each agenda section is summarized into its own paragraph, aligned to the structure of your meeting.

You can add a custom prompt to refine or optimize the output.

Using prompts to refine summaries

BoardCloud encourages the use of prompts to customize summaries based on your role, level of detail, or focus area. With the right prompt, you can:

Adjust the level of complexity (for example, high-level or more detailed)
Tailor summaries to the reader’s expertise
Request specific formats or perspectives

Common examples include:

Executive summaries for high-level overviews
Technical briefs for specialized or operational topics
Bullet-point summaries for quick scanning
Risk-focused summaries highlighting compliance issues and mitigation strategies

Example prompt:
“Summarize each section into clear bullet points, highlighting key decisions, risks, and actions.”

After generating a summary

Once generated, you can review and refine the summary if needed and use it as a quick reference during meetings or for post-meeting follow-ups.

There is also an option to copy the text and paste it into another document, email, or report

Tip: AI-generated summaries are designed to support preparation and understanding. Always refer back to the original documents for full context and detail.