Summarize Meeting Pack

Summarizing Your Board Pack

BoardCloud includes an AI-powered summarization feature to help you quickly understand key information across your board pack.

Once a meeting is in progress, you can generate a summary that condenses each agenda section into a structured overview aligned with the meeting agenda.

This can assist with both preparation and real-time reference during the meeting.

Customizing Your Summary

You can refine the summary by adding a custom prompt to suit your needs.

For example, you may choose to:

• Request bullet points for quick scanning
• Ask for a high-level executive overview
• Focus on key decisions, risks, or action items
• Adjust the level of detail depending on your role

Example prompt:

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

After Generating a Summary

Once the summary is generated, you can:

• Review it as a quick reference during the meeting
• Use it for follow-up discussions
• Copy the text into another document, email, or report if required

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