Rating
4.7
1,056 reviews
Categories
16
Founded
2003
Employees
19
Funding
105.1M
Other
Publish a single board book, absorb late changes without rebuilds, and keep audit-ready history for your board meetings. AI drafts minutes, summarizes books, and flags changes in the official record — so the work that used to take hours happens in the background. Every director stays aligned on any device — mobile, remote, or in the room, online or off. Members who prefer PDFs stay comfortable. Dashboard users get a clean, organized view built for every skill level. Prepare directors to decide with confidence by putting agendas, board books, minutes, votes, and approvals in one secure workspace. One source of truth for every meeting. Sensitive board materials stay out of email and off personal devices. Hosted on Microsoft Azure with SSO/MFA, role-based access, and exportable audit logs, security matches the sensitivity of the conversation. Trusted by 6,000+ organizations worldwide for clarity, speed, ease of use, and defensible records. Request an OnBoard Demo today!
Ad spend / mo
$28K
221 paid keywords
Paid visits / mo
8,682
Organic keywords
15,491
Organic visits / mo
28,118
Authority
43
2,826 ref domains
Creatives run
100
as Passageways, Inc.
Active now
94
last 14 days
Advertising since
Oct 2021
4.5+ yrs running
Last seen
today
still active
Running 4 ads on LinkedIn as OnBoard - a paid B2B channel, on top of any Google/Capterra spend. Includes video creative.
Ask your board how well it follows through on its own decisions. Most can't tell you. We surveyed nearly 400 board lead…
Ask your board how well it follows through on its own decisions. Most can't tell you. We surveyed nearly 400 board lead…
The shared messaging across Board & Meeting Document Management Software advertisers - the validated angles to copy. See the niche →
(1,056 reviews)
It’s better than we used to print an enormous amount of paper, although we still jam frequently. It encrypts the confidential information so that others cannot access C-Suite documentation. The ability to replace pages at the last minute without notifying the Directors of this fact is the only reason why I haven’t lost my mind today. It provides real-time competitor insight, which I never thought would really work but it does.
Pros: The section that allows you to simply drag documents into a binder and create something within seconds is alright. It’s 4 hours since I’ve left this meeting space and my coffee has gone cold as a result, however I’m relieved that the questionnaire reports appear without manual manipulation of the data. It also puts all the calendar and governance items together in one place so I won’t have to dig through my cluttered inbox again. The phone application appears to work whether or not the WiFi dies in this building, therefore the Directors will at least be able to view their papers.
Cons: If the uploaded images aren’t exactly 300 dpi, it doesn’t correct them but rather reject them. And I am sick of reformating things five times. Also, putting all newly added content to the Resource Center at the bottom of the list is completely nonsensical. When there are large binders, it becomes slow and laborsome to scroll through them.
Tatsiana K. · Manager · Computer Software · May 12, 2026
Overall, my experience with OnBoard has been exceptional. It has seamless features that promotes how the board conducts meetings with efficiency thus ensuring great productivity. I highly recommend this tool.
| Category | Page | Rank | Placement |
|---|---|---|---|
| Board Management | 1 | 1 | AdShortlist |
Domain confidence 98%
| Keyword they bid on | CPC | Pos | % budget | Landing page |
|---|
Minutes AI | OnBoard AI Suite
Keep momentum while the discussion is fresh with an accurate transcript, outline of decisions, and an editable first draft you control.
https://www.onboardmeetings.com
Secure Messenger | OnBoard
With OnBoard Messenger the whole board can connect during and outside of meetings. A secure chat tool built directly into the board portal.
https://www.onboardmeetings.com
eSignatures & Docusign Integration
eSignatures enable leaders to effortlessly send and sign agreements securely within the OnBoard platform. A seamless digital signature.
https://www.onboardmeetings.com
Automate Meeting Minutes by AI
AI-Generated Board Minutes — Protect sensitive board data with OnBoard’s private, permission-aware AI environment.
https://www.onboardmeetings.com › onboard-ai
Documenting Meeting Minutes
Agenda Based Easy Minute Taker — Make notes, create tasks, track attendance, and mark motions easily. Request a free trial! A complete archive of your board & leadership meetings is always available in your pocket.
https://www.onboardmeetings.com › features › minutes-builder
Pros: OnBoard interface is highly intuitive and easy to navigate which makes it an ideal tool for board management. Meetings are made efficient which has seen great productivity for the company. The customer support team is very responsive which ensures our workflow is highly streamlined which leads to high productivity.
Cons: OnBoard has been a seamless tool for us. I have not experienced any issues with this tool so far. I really like this tool.
Cherif S. · HR Manager · Sports · March 19, 2026
Overall,OnBoard is very user friendly ,transitioning from paperboard packets to a an excellent digital format saves a lot of time and ensure efficiency in preparing for board meetings .
Pros: The ease of use and simplicity of OnBoard is one of it's strongest features. Its straightforward to build board meeting book and breeze teaching the board members how to use the app.Has an extremely helpful customer support who are also eager to assist.Has other excellent features like document attachment ,agenda building ,surveys and resources .Allow upload and storage of document for the board to refer back to and have them complete actions without holding a meeting .
Cons: I have nothing to complain about this product ,with recent upgrades everything has been made easier and effective.
Esami Allan J. · Web Developer · Information Technology and Services · July 30, 2025
Pros: OnBoard helps to minimize the back and forth when I am collecting reports and committee updates. The ability to upload documents once and simultaneously share them with directors keeps our board ready and prepared before each meeting.
Cons: There are instances of huge attachments that take some time to upload and this becomes slow to me when I am on strict deadlines.
NOREDDINE A. · Senior Coordinator · Higher Education · July 21, 2025
Pros: The auto-import of files in the OnBoard agenda builder made work with materials an easy task, and everything remained in reach of my team at live sessions, saving me the trouble of trying to obtain attachments to them or revised versions.
Cons: PDF editors sometimes freeze when reading chunky annotated board books so there is a need to re-upload.
ANIENTO P. · Executive Operations · Management Consulting · June 16, 2025
Pros: The agenda builder and resource library in OnBoard allowed me to create meeting books using the drag and drop simplicity. Voting and e-signature tools saved my group so much back and forth and Zoom helped keep everyone on track and up to date.
Cons: The system froze when I was uploading a complex file and I lost some annotations. And it was time-consuming to set up detailed permissions by committee.
Hadi C. · Senior Associates · Financial Services · June 16, 2025
Pros: OnBoard helped to ensure that our board processes were regular and easy for everyone to see. All involved come with the right information and every decision is recorded clearly and efficiently.
Cons: Sometimes if the files aren’t small, it might take longer to load them, especially on slower networks.
afet i. · General Director · Management Consulting · June 8, 2025
Pros: OnBoard has helped bring more continuity to our board meetings. It provided me with clarity towards attendance, voting history and accountability tracking.
Cons: Recurring meetings sometimes did not get updated accurately after initial sync when changes are made.
Talha A. · Associate Professor · Higher Education · June 3, 2025
Pros: We've used OnBoard to keep our board aligned in a very practical way. It does a nice job of document sharing and meeting coordination and the secure access for members ensures confidentiality.
Cons: I did not like that some external calendars weren’t perfectly integrated so I had to do manual data crosses.
Youssef Z. · Head of Department · Higher Education · May 26, 2025
Pros: With OnBoard I can push updates to all of the board members instantly instead of sending different versions. It also helps us track attendance and decision outcomes in one place, saving follow up time.
Cons: I need more granularity of the filtering when I want to search for historical decisions attached to specific board topics or members.
Ilkin M. · Chief Medical Officer · Sports · May 20, 2025
Pros: That is a good program to be a repository for information.
Cons: I did not enjoy the layout and was not worth moving to this program from our current.
Sara S. · Manager, Board Affairs · Non-Profit Organization Management · April 14, 2025
It has been a positive experience and good transition for our board members.
Pros: Able to collectively plan and record meeting information as well as archive docs.
Cons: I was disappointed by the Signifcant price increase after a year.
April W. · Executive Director · Non-Profit Organization Management · April 14, 2025
It improves our user organization and accessibility.
Pros: OnBoard has streamlined meeting creation with tools such as duplicating meetings, drag-and-drop both PDF and Word files, agenda import, and user-friendly agenda customization.
Cons: It would be better if there was a streamlined way to add past meeting books to the resources section. That's where the meeting archive is collected after being downloaded and imported from the previous board software. As it is, meeting history is divided in two locations. There is also no ideal way to search through the content of past meetings.
Suzanne S. · Executive Assistant · Hospitality · April 11, 2025
Love it. Highly recommend to other Universities.
Pros: It is super user friendly. Building an agenda out is easy as pie.
Cons: In automatic minutes, the options to highlight, add bullets, numbers, change fonts is not user friendly.
Erin B. · Executive Manager · Education Management · April 11, 2025
It provides a collaborative space with which users can engage as their time allows. With near 40 users, finding time to meet together, even in smaller groups, is tough. OnBoard allows those users to work when and how they need, while maintaining their busy schedules.
Pros: OnBoard has been a great resource for our board. It has been a slow uptake by some, but they are using it more now than ever before. The collaborative functions have been very helpful as we grow our international teams and develop deeper risk management.
Cons: Limited file types can be uploaded for storage.
Randa C. · Executive Assistant · Non-Profit Organization Management · April 11, 2025
My overall experience with OnBoard has been positive.
Pros: Using OnBoard for a variety of internal and external stakeholder meetings has made meeting setups a breeze.
Cons: No real cons, per say, but it would be great if there was a way to save items from a meeting to resources using a checkbox.
Alicia M. · Executive Assistant · Banking · April 11, 2025
Onboard is intuative and I've had great feed back from my Board of Trustees.
Pros: Onboard is easy to use, intuative, and is great at distributing the meeting materials ahead of your meeting.
Cons: i wish it would integrate Teams along with Zoom.
Robert G. · Administrator · Investment Management · April 7, 2025
I really like the "Home" page and the flexibility I have to add or delete content for our Board, it's almost like our own website. The agendas are professional looking, the RSVP options is very helpful and easy and I like the messaging capabilities inside OnBoard.
Pros: What I love most about OnBoard is how user-friendly it is. Whenever I have a question, I can easily find the answer either through the help section or a quick internet search. This is especially helpful when I’m on a tight deadline and need to send out an agenda. The help section provides both video tutorials and written instructions, which makes it super convenient for me to find solutions quickly.
Cons: There have only been a few things I would like to change (not huge in any way). I like the fact that I can put in a request to the engineers with my suggestions.
Lisa H. · Executive Secretary · Non-Profit Organization Management · April 7, 2025
Overall, the experience has been great. Implementation support was strong and we have not run into problems with the product.
Pros: OnBoard was easy to set up and implement and provides a safe and secure method for board management.
Cons: I would like to see more customization options for the meeting table of contents, which we use as a sort of agenda.
Josh R. · President and CEO · Banking · April 7, 2025
Excellent experioence with OnBoard and the customer service.
Pros: It supports efficient communication with board members.
Cons: I find the board terms information difficult to navigate.
Kris H. · Executive Director · Education Management · April 7, 2025
Our experience has been great. The implementation period and building out the site was fairly simple, the training was easy to follow, and OnBoard staff ensured we were on track before we actually went live with the product. It is user friendly and the board has had a positive experience with it so far.
Pros: It's both user and admin friendly. Our [sensitive content hidden] members found the interface to be easy to navigate, which is very important to us. The support team has been helpful and the training was self-paced and easy to follow.
Cons: The permissions settings are great, but as an admin you do have to be conscious that you basically have to set up permissions for everything you add to OnBoard. It takes time to get used to this.
Beverly S. · Development Coordinator · Higher Education · April 7, 2025
My experience has been great. I learned the system within a week of current role. It is easy to use and there is more to learn
Pros: The ease of access and webinars they conduct to allow for a more knowledgeable use
Cons: The ability to update information for Board Members when they request it, such as an email address change. I can provide them with a link on how to do it, but sometimes it is easier for me to do it for them.
Nikki H. · Executive Assistant · Individual & Family Services · April 7, 2025
Our experience has been really good. Members find it easy to use. Admins like the variety of tools. The Helpdesk is responsive. The product keeps evolving to meet our needs.
Pros: Ease of use for both the member and the Admin.
Cons: Some limitations. For example, we would love to be able to download from the Resource folder but still restrict the downloading of board packets.
Kate M. · Executive Assistant Board Secretary · Financial Services · April 7, 2025
4.5 out of 5 stars. Looking forward to seeing more options, especially AI-related.
Pros: Ease of use and management. User friendly for Administrator.
Cons: Nitpicky, but I wish Administrator could update user email accounts!
Katherine B. · Assistant Director of Board Operations · Higher Education · April 7, 2025
Overall it has been good especially with the trainings offered to help navigate the website and tools.
Pros: The ease of having board materials in one place.
Cons: The meeting page can be a bit confusing on the way dates are listed.
Abby O. · Operations Specialist · Non-Profit Organization Management · April 7, 2025
| Government | 1 | 2 | - |
| Collaboration | 1 | 3 | Ad |
| Company Secretarial | 1 | 4 | Ad |
| Municipal | 1 | 4 | - |
| Governance, Risk and Compliance (GRC) | 1 | 5 | - |
| Higher Education | 1 | 5 | - |
| Alumni Management | 1 | 6 | - |
| Meeting | 1 | 6 | Ad |
| Nonprofit CRM | 1 | 7 | - |
| Portal | 1 | 7 | Ad |
| Financial Risk Management | 1 | 12 | - |
| Nonprofit | 1 | 12 | - |
| Internal Communications | 1 | 16 | - |
| Association Management | 1 | 20 | - |
| Productivity | 2 | 14 | - |
| Remote Work | 2 | 32 | - |