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Board preparation and decisions
Keep board decisions connected to their source
Give board-preparation agents access to papers, revisions, and document notes. Assemble useful context before board meetings, with the originals a click away.
The workflow
From board papers to prepared decisions
Build preparation agents that draft source-linked briefs and flag conflicting information. Keep the board’s questions and corrections with the material that prompted them.
- 1
Assemble the context
Bring the relevant papers, earlier material, and open questions into the preparation workflow.
- 2
Expose what changed
Compare revised documents and keep the supporting passages available beside a brief.
- 3
Carry the work forward
Preserve annotations and outstanding questions as members move between documents and devices.
Specification
Controls
Make preparation traceable
Anchor observations to document locations. Use text and visual comparison to inspect revisions. Define which pack version the agent uses and which materials each role can access. The board application controls distribution and decision records.
Implementation
Fit the board portal
Use web and mobile SDKs for document interaction, with Document Engine where synchronized collaboration fits. Start with a real pack, a late revision, and notes from several devices. Evaluate the document experience alongside the portal’s permissions and retention rules.