Secure governance records · institutional memory

Stop digging through past minutes. Build governance memory instead.

Turn every meeting into an approved, searchable record — and an institutional memory that survives turnover. Board-ready minutes are how you start; continuity is what you keep.

Not a transcript. Not a folder of PDFs. A permanent, confidential record of how your organization is governed — that you can ask questions of, with citations from prior minutes.

Encrypted in transit & at rest Per-organization data isolation Immutable, audit-ready record trail US-hosted · never trains AI on your data

14-day free trial · $0 today · credit card required · cancel anytime · board members always free

Have a year of past minutes? Import the whole archive →

Your rough notes

board mtg 4/17

6 present

budget approved 5-1

jen send notices by fri

roof bid accepted - ABC 46k

mike dissented on parking issue

adjourned 8:30

MinuteSmith output

MINUTES OF THE BOARD OF DIRECTORS

April 17, 2026 · Quorum: 6 of 6 present · Called to order: 7:00 PM

Motion: Approve 2026 operating budget

Moved: M. Rodriguez · Second: L. Anderson · Vote: 5-1 · Passed

Action Item

J. Williams — Send assessment notices by Apr 21

Compliance flag: Parking vote missing dissenting member name

Minutes, smithed in minutes — while everything is still fresh.

It catches what your secretary missed

Every draft is checked against 7 governance criteria — quorum, motions, votes, dissent — before you approve.

Import your entire archive

Years of PDFs and Word minutes become one searchable governance memory you can ask questions of.

Board members are always free

Invite your whole board, officers, and reviewers. You pay per organization — never per seat.

Designed for boards, LLCs, nonprofits, associations, and committees

  • Private AI over your own records
  • Answers cite their sources
  • US-hosted
  • No per-seat pricing

From one real, anonymized board archive — 2020 to 2026

Meetings archived
96Meetings archived
Decisions structured
149Decisions structured
Motions tracked
161Motions tracked
Actions captured
633Actions captured
Years of history
7+Years of history
Approved, immutable record of every decisionRetrieval scoped to your boards at the database layerYour data never trains AI modelsUS-hosted (AWS us-east-2)Read the Trust Center →

Ask your governance history

The questions a folder of PDFs can’t answer.

Ask a plain-English question about any board, company, nonprofit, LLC, or committee. See which part of MinuteSmith answers it — and where the answer comes from.

How the answer is built

  1. You ask

    What did we decide about the pool vendor?
  2. Searches your institutional memory

    Every meeting your organization has held — scoped to your own boards at the database layer.

  3. Pulls the exact governance records

    The specific minutes and motions that decided it — nothing invented, nothing assumed.

  4. A cited answer

    Ask AI

    A cited answer drawn from four meetings — not a search-results list.

    Every claim links back to its source minutes

Retrieval stays inside your organization’s archive. Your data is private and never used to train AI models.

app.minutesmith.com — Ask AI
Example
What did we decide about the pool vendor?
AI Answerhigh confidence

The board switched to AquaPro Services at $1,850/month, effective when the AquaCare contract expires in August. The decision closed a four-meeting thread:

  • Initially raised in the Annual Budget Review (resident complaints about AquaCare).
  • An RFP was authorized but responses came in slowly — David Romano flagged the delay as overdue.
  • By the Insurance & Town Hall meeting, two bids were in (AquaPro and CleanWater Co.).
  • Approved 7-0 at the Town Hall Recap meeting.

Sources

Riverbend HOA — Town Hall Recap & Closing DecisionsMotion 9. Award the pool maintenance contract to AquaPro Services at $1,850/month…
Riverbend HOA — Insurance, Pool Bids & Town Hall PlanPool RFP responses: AquaPro Services $1,850/mo (24-hour response) vs CleanWater Co. $1,950/mo (biweekly)…
Riverbend HOA — Reserve Study & 2027 DuesPool RFP status: David Romano reported the AquaCare RFP went out 5 days ago but no bids received yet…
From the “Riverbend HOA” sample board.How retrieval works

More questions boards, companies, nonprofits & committees ask

What did we decide about the 2025 budget?Which risks kept coming up across meetings?When did we approve the vendor change?What open actions came out of the last committee meeting?How has this issue evolved over time?

The Governance OS

Not an AI minutes tool. Not a board portal.

MinuteSmith turns years of board records into a governed, searchable, explainable system. Six capabilities a folder of PDFs — or a generic note-taker — can’t give you.

Governance memory

Every decision, findable in seconds

Years of minutes stop being a folder of PDFs and become one searchable record. Ask a question in plain language and get an answer drawn from the meetings that decided it — with citations.

147 decisions · 161 motions, searchable

  • Decisions
  • Actions
  • Topics
  • People
  • Committees

Board composition

Who serves, in what role, on which body

A live picture of the board: voting trustees, staff and advisors, officers, and committee assignments — resolved from the record, not a spreadsheet someone forgets to update.

47 people reconciled

  • Trustees & advisors
  • Officers
  • Committee seats
  • Review dates

Standing & reviews

Know who's due before it's overdue

Membership reviews, term expirations, and renewal requirements are tracked against your cadence — so the board sees what's coming instead of discovering it after the fact.

  • Overdue reviews
  • Upcoming reviews
  • Term expirations
  • Renewal rules

Accountability

Nothing slips between meetings

Action items extracted from minutes are tracked to completion, with owners and an audit trail. Overdue commitments surface in the next prep packet instead of being forgotten.

63 action items captured

  • Open actions
  • Overdue actions
  • Assignees
  • Audit trail

Committee governance

Committees as first-class bodies

Standing committees are modeled as their own bodies under the board — each with its own chair, members, and records — so committee history survives chair turnover the same way the board's does.

6 committees mapped

  • Parent / child hierarchy
  • Chairs & members
  • Committee records

Governance intelligence

Answers the system knows — not guesses

For the governance families below, Ask AI answers from canonical records before any language model runs: deterministic, cited, and never inferred from prose.

  • Composition
  • Reviews & standing
  • Actions
  • Decisions

Composition, reviews & standing, actions, and decisions are answered deterministically from your records and verified against a real multi-year archive. Participation analytics (who presents or moves most often) is under development and is not yet presented as a deterministic answer.

Built from real board-governance workflows, MinuteSmith turns every meeting into clean minutes and action items — then remembers every decision, so the record answers questions long after the meeting ends.

Built for

  • HOAs, condos, nonprofits, LLCs, corporate & advisory boards
  • Boards, committees, and councils of any kind
  • Property managers & anyone running recurring meetings

A live view, not a filing cabinet

This is what your board has actually been spending time on — across the last 12 months.

Every meeting becomes part of a running picture: what’s rising, what’s overdue, what keeps coming back. One glance tells you where to spend the next 10 minutes.

MinuteSmith Analysis surface — Top Signals briefing showing Needs Attention, Most Active Topic, and Potentially Unresolved cards above a focus map of recurring topics across recent meetings

Starts working after just a few meetings

  • Trends appear automatically
  • Recurring issues surface without tagging
  • Action items roll up across boards

Already have a year of past minutes? Upload them all at once — even a single PDF — and MinuteSmith organizes them into searchable, board-ready records.

Continuity, not just notes

Each meeting builds on the ones before.

One decision can span half a year of meetings. MinuteSmith keeps the whole thread in one place — so any board member can see exactly how it got here.

One decision · five meetings · zero dropped threadsTopic: Roof reserve funding
  1. January
    Raised
    Reserve shortfall flagged in open forum
  2. February
    Deferred
    Tabled pending three contractor bids
  3. March
    Reviewed
    Bids compared; finance committee weighs in
  4. April
    Approved
    Motion carried 5–0 · $42,000 allocated
  5. May
    Closed
    Action complete — funds transferred
Ask AI · scoped to your boards
“What did we decide about the roof reserve last year?”
In the April 2025 meeting the board approved $42,000 for roof reserve funding (motion carried 5–0). Cited: April 2025 minutes · Motion #3
Searchable memory
Answers cite the minutes that decided it.
Continuity briefs
Every meeting opens with what’s still open.
Action accountability
Overdue items escalate; nothing slips.

Customer data isn’t used to train AI models. Retrieval is scoped to your own boards at the database layer. See our security page for what’s actually shipped.

New to the idea? Learn what governance memory is and why it matters for boards.

Confidential by design

Built to the standard a board expects.

Governance records are sensitive. MinuteSmith treats them that way — isolated per organization at the database layer, encrypted in transit and at rest, and versioned with a content-hashed audit trail.

Per-organization isolation

Each board's archive is isolated at the database layer with Postgres Row-Level Security, and every query is scoped to your own boards.

Encrypted in transit & at rest

TLS in transit, encryption at rest. Your minutes are never used to train AI models. Your data is hosted in the United States.

Immutable audit trail

Every approved record is content-hashed and versioned — who decided what, and when, is provable.

96
Meetings in one searchable archive
149
Decisions structured & cited
RLS
Per-tenant isolation at the database layer

Full posture — encryption, retention, and what we explicitly do and don’t claim: Security · Trust Center

What compounds over time

Day one is a clean record. Year one is institutional memory.

MinuteSmith gets stronger the longer you use it — every meeting deepens what the next one starts with.

Across four years a single roof issue moves from first raised, to a committee recommendation, to an approved 5–2 funding vote, to completion. Ask AI then answers 'when did we first discuss replacing the roof?' with cited sources from those meetings.
  1. Day 1

    A clean record of one meeting

    Paste notes, drop a recording, or upload a PDF of past minutes. MinuteSmith produces board-ready minutes with quorum, motions, votes, action items, and compliance flags — in under a minute.

  2. Month 1

    Ask AI activates across your meetings

    After two or three meetings, ask the archive a question and get a cited answer — “what did we decide about the 2025 budget?” — with links back to the source minutes.

  3. Month 6

    Recurring topics surface themselves

    The same topic keeps coming back — a vendor renewal, the annual budget, a recurring policy question. MinuteSmith notices and threads it across meetings, so the board can see the full arc of a discussion that’s spanned half a year.

  4. Year 1

    The archive outlives the people

    When the secretary, the president, or the community manager turns over, the new person inherits a fully searchable record of every prior decision — not a binder, not a Dropbox folder, not someone’s memory. Continuity briefs walk them into their first meeting already caught up.

No additional setup at any horizon. Every capability above is active from your second meeting onward — and gets stronger as the archive grows.

Start with your archive, not from zero

Generic AI note apps start today.
MinuteSmith can start with years of history.

Drop a folder of past minutes — PDFs, Word docs, even scanned-and-OCR’d copies. MinuteSmith parses them into structured meetings, extracts attendees and decisions, and indexes everything for cross-meeting search.

A year of past minutes typically becomes searchable in minutes. Ask AI works across the imported archive on day one — no waiting until you’ve generated new meetings to get value.

  • PDF, Word, and image-scanned minutes all supported
  • Attendees, decisions, and action items extracted per meeting
  • Continuity briefs immediately reflect the imported history
  • Unlimited import included on Governance Professional and Portfolio
Try it with your past minutes

What an import looks like

2025-01-board-minutes.pdfparsed · 7 action items
2025-02-special-meeting.docxparsed · 1 motion
2025-03-scanned.pdfOCR’d · 4 action items
2025-04-board-minutes.pdfparsed · 2 decisions

… 8 more files

12 meetings imported · 38 action items · 14 decisions

Searchable as of 2 min ago. Ask AI is active.

Run your organization like a real entity

Beyond minutes: MinuteSmith keeps your documented decisions, governance records, and institutional history organized over time — governance continuity, not legal advice.

Documented decisions

Resolutions, written consents, and authorized decisions — with who approved them and when.

Governance continuity

A cadence you keep, an organized records vault, and a timeline of how the organization has operated.

A continuity packet

Export an organized PDF to hand to your attorney, CPA, or advisors — organized source material, not certification.

Who this is for

Designed for organizations where the record has to outlive the people. Every decision, every action item, every motion — searchable across years and across leadership turnover.

HOA & condo boards

Community associations keeping a clear record across owner-turnover, board-turnover, and management-firm-turnover.

Nonprofit boards

Charitable, educational, religious, and civic organizations with formal governance and board rotation every 2–3 years.

Property management

Community managers producing consistent minutes across portfolios of associations — each one with its own searchable archive.

LLCs & founder-led businesses

Operating agreements expect documented decisions. MinuteSmith makes keeping them a habit, not a backfill.

Advisory & small corporate boards

Startup boards, family offices, and quarterly advisory boards where the decisions made between meetings need to survive them.

Standing committees

Audit, finance, governance, and nominating committees — each on its own thread, with its own action items, history, and chair-turnover continuity.

Built specifically for board minutes — not transcription, not generic AI, not a document store.

Compared to ChatGPT & Copilot

A chatbot has no permanent memory of your board — every session starts blank, nothing is cited or approved, and your confidential minutes become a prompt in someone else’s model. MinuteSmith keeps every decision in one isolated archive, answers with a citation to the exact meeting, and never trains AI on your data.

Compared to transcription services

Transcripts capture what was said. Minutes require structure, decisions, and action items the board can formally review and approve.

Compared to board portals

Portals store files. MinuteSmith produces the minutes themselves, surfaces missing details, and tracks the approval workflow.

How it works

MinuteSmith turns rough meeting notes or a transcript into board-ready minutes: the AI extracts motions and votes, decisions, action items, attendance, and compliance checks.
1

Capture your meeting

Paste notes, upload a transcript, record in your browser, or scan handwritten pages.

2

Generate structured minutes

Motions, votes, quorum language, and action items drafted in a consistent format in about a minute.

3

Understand board activity

Each meeting joins a live view of focus areas, trends, and overdue items — so you see the whole board at a glance.

Draft ready
Board reviewing
Approved

Outcomes your board will notice

Designed around the four areas where boards lose the most time — and the most credibility.

Consistent minutes, every meeting

Every set of minutes follows the same structure, regardless of who took notes or which secretary is on duty.

Defensible record integrity

Missing quorum language, incomplete motions, and unclear vote records are surfaced for correction before the board approves.

Less administrative burden

Hours that secretaries and managers spent reformatting notes return to actual board work. Board-member access is always free.

Board alignment and memory

Every member reviews the same draft and knows what was decided. New members can read prior minutes to understand standing decisions without scheduling a call.

Why it matters

  • Recurring issues surface before they become problems
  • See what your board actually spends time on
  • Track action items across all boards
  • Stop digging through old minutes

Built for boards that need a defensible record

Three things every board minutes solution should do — and what MinuteSmith does specifically.

Cuts post-meeting work

Notes, transcripts, scans, or recordings become a structured draft in about a minute — review and approve instead of typing from scratch.

Consistent format every time

Motions, votes, quorum language, and action items follow the same structure regardless of who took notes — what auditors and successor boards actually need.

Drafts before you leave the room

Draft minutes are ready in minutes — often while details are still fresh.

Simple pricing — pay per organization, never per seat

Board members you invite are always free. 14-day trial, credit card required, cancel anytime.

Governance Essentials · $149/mo

Governance OS for a single organization

Governance Professional · $349/mo

Several boards & committees, with readiness & communications

Governance Portfolio · $699/mo

Multi-entity portfolio oversight & parent/child governance

Start with your most recent meeting.

Bring notes, a transcript, or a recording. Get a review-ready draft in about a minute — and a live view of your board’s focus areas, trends, and open issues from the very first meeting.

What happens next

  1. Upload a meeting
  2. Get structured minutes and insights
  3. See trends across your boards

Most teams start with one recent meeting.
Minutes, smithed in minutes.

No setup required. Upload a transcript or recording.

14-day free trial. Credit card required. Cancel anytime.

Frequently asked questions

How is MinuteSmith different from an AI note-taker like Otter or Fireflies?+

Note-takers transcribe and summarize a single meeting. MinuteSmith produces an approved governance record — motions, votes, and action items — and then builds a searchable institutional memory across every meeting, so you can ask what the board decided last year and get an answer cited to the exact minutes.

What is governance memory?+

Governance memory is the searchable, answerable record of what your board decided and why, preserved across years and board turnover. Instead of decisions living in one person's head or a folder of PDFs, MinuteSmith keeps the whole thread — every decision, who made it, and when — and lets anyone on the board ask questions across the full history.

Can MinuteSmith work with our past minutes?+

Yes. Import existing minutes — PDFs, Word documents, scanned pages, or Zoom transcripts — and years of history become searchable immediately, so Ask AI and continuity briefs work right away instead of only after new meetings accrue.

How much does MinuteSmith cost?+

Plans start at $149/month (Governance Essentials, one organization), with Professional at $349/month and Portfolio at $699/month. Pricing is per organization — invited board members are always free, with no per-seat fees. There's a 14-day free trial; a credit card is required and you can cancel anytime before it ends.

Do board members need accounts or pay per seat?+

No. Board members review and approve minutes through a private link without creating an account, and members you invite are always free. You're billed per organization, not per seat.

Is our governance data kept private?+

Each organization's archive is isolated at the database layer, retrieval is scoped to your own boards, and your minutes are never used to train AI models. See the security page for the full posture.

Start your free trial