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How boards collaborate with agents

A step-by-step walkthrough for bringing your own AI assistant into Prepared Board work — using only what is live today. Matches what we publish on /agents, /facts, and /llms.txt. As of 2026-10-10. Not legal advice.

Steps

  1. See a finished record first. Open the sample decision record, a fictional, labeled example. Its plain-text version is what an agent reads.
  2. Open a decision or meeting in the signed-in app (/app/decisions/… or /app/meetings/…).
  3. Copy briefing for your agent — in the signed-in app, the decision or meeting page shows a “Bring your agent in” panel (#agent-briefing). Click Copy for your agent (or Download .md / Preview). Prepared sends nothing; you paste.
    Or add /agent to a pack link your board shared (/pack/{token}/agent) for a plain-text version. Anyone holding a pack link can read it, so share it only with agents you trust.
  4. Or connect your own assistant. When the chair allows it, a director can connect their own assistant. It is read-only plus drafting pre-meeting questions, sees only what that director can see, and every call is logged.
  5. Optional signed-in digests. On /app/portfolio#portfolio-digest, use Copy digest for your agent. As Chair, Admin, or Owner, open /app/board-proof and use Copy proof for your agent. Still paste only — Prepared sends nothing.
  6. Paste into the assistant you already use (Claude, ChatGPT, or another assistant the board already uses). Ask grounded questions: draft minutes language, list open actions, or name what is missing before a vote.
  7. Cite product truth so the agent does not overclaim. Point it at /facts, /llms.txt, and /agent-facts.json. If a feature is not listed as live there, do not invent it.

Bring the agent's questions back: on the same meeting page, the Bring your agent in panel includes a downloadable agent return template (one question per line, optional pack cite). Paste the agent's output into Pre-meeting Q&A, mark it agent-assisted, and acknowledge that you reviewed the questions and they are yours to ask — you stay the author. The chair gets a consolidated list with duplicates collapsed and can Copy all questions for your agent. Prepared never runs the agent or stores an agent identity. See also /agents.

Cite & paste map

Every live path a chair or an outside agent can use today to bring board context into an agent, or to check what Prepared Board actually does. Each link below is a real route; the demo examples resolve on the seeded boards.

Public — no sign-in

An outside agent can fetch or cite these directly.

  • Pack agent context· Agent fetches URL
    /sample-decision

    Add /agent to a pack link for plain-text markdown: organization, board, meeting, agenda, pack decisions, conflicts and recusals noted on the pack, material titles. Same token gate as the human pack; bad, revoked, or expired links return 404; read-only.

    Who: Anyone holding a valid pack link — share real links only with agents you trust.

  • Sample decision record· Read
    /sample-decision

    A complete closed decision: resolution, meeting and date, minutes status, vote tally, recusals, closure evidence titles, follow-up actions, and outcome monitors. Your own board's records stay private to your board.

    Who: Anyone. It is a fictional company's record, labeled as a sample.

  • Sample record, plain text· Agent fetches URL
    /sample-decision/export.md

    The same sample decision record as plain-text markdown, so an agent can see what a finished, citeable board decision looks like.

    Who: Anyone, including an agent you point at it.

  • /llms.txt· Cite
    /llms.txt

    Short plain-text product truth with the same limits as /facts.

    Who: Any page-only agent.

  • /facts· Cite
    /facts

    What Prepared Board does today, demo boards, what is not live, and how to verify.

    Who: Humans and agents.

  • /agent-facts.json· Cite
    /agent-facts.json

    The same claims as /facts, as JSON (doesToday, notLive, verify).

    Who: Machine readers.

  • Sponsor proof share (agent)· Agent fetches URL
    /sample-decision

    Plain-text Board decision quality proof at /sponsor/{token}/agent (demo: Piscataqua → Seacoast Conservation Fund). Same withholding as the human share page; invalid/expired/revoked → 404. Human page has Copy for your agent.

    Who: Anyone holding a valid chair-granted sponsor share link — not a board seat.

  • Cite a diligence snapshot (HowTo)· Read
    /agents/cite-diligence

    HowTo: request chair diligence markdown or sponsor /agent proof; refuse invented audit reports/filings; demo paths. JSON-LD HowTo + FAQ.

    Who: Investor agents and chairs grounding diligence asks.

  • For investors' agents· Read
    /agents/for-investors

    Step-by-step: cite /facts and /llms.txt, fetch sponsor /agent, optional portfolio digest and diligence markdown. Hard rules against inventing MCP, SSO, or agent seats.

    Who: VCs, PE, LPs, and sponsors grounding their outside agents.

  • How boards collaborate with agents· Read
    /agents/how-boards-collaborate-with-agents

    Step-by-step walkthrough: try a board, copy or fetch, paste, cite.

    Who: Chairs and secretaries.

  • Bring your agent to the board table· Read
    /insights/bring-your-agent-to-the-board-table

    Thought-leadership essay on grounded collaboration and what not to invent.

    Who: Directors weighing whether to let an agent help.

Signed-in — a member copies, then pastes

Only rows the member can already see; Prepared sends nothing.

  • Copy for your agent· Copy & paste
    /sample-decision

    On a decision (/app/decisions/…) or meeting (/app/meetings/…), the Bring your agent in panel (#agent-briefing) copies or downloads (.md) a markdown briefing of that board's rows the member can see — no document bodies, not-legal-advice + not-live footer.

    Who: Any signed-in member who can open that decision or meeting (try it as a demo chair from /#try-a-board).

  • Outside agent input on a decision· Copy & paste
    /agents#outside-agent-input

    Paste an outside agent's analysis onto a decision (title, source label, body). Stored as OutsideAgentInput — not a vote, not minutes, not an evaluation response. Badge: Pasted by {name} — not verified by the board — not a vote. Listed in Copy for your agent. Observers withheld on privileged / exec / observer-recused decisions. Demo: Northlight Series B.

    Who: Director, Chair, Secretary, Admin, Owner, or CEO who can open the decision.

  • Copy digest for your agent· Copy & paste
    /app/portfolio#portfolio-digest

    Cross-board decision digest (30 days, 90 days, or since each board's last meeting) with a ranked needs-attention list; copy or Download .md. No cross-board outcome score.

    Who: A signed-in member, covering only boards where they hold an ACTIVE membership.

  • Copy proof for your agent· Copy & paste
    /app/board-proof

    Board decision quality proof: closed decisions this year with vote outcome, stored recusals, closure evidence, monitors due, COI and onboarding still owed, last sealed pack. Not legal advice, not an audit opinion.

    Who: Chair, Admin, or Owner of that board.

  • Copy snapshot for your agent· Copy & paste
    /app/diligence

    Fundraising / follow-on diligence snapshot: closed decisions with vote, recusals, evidence; open items; COI; observers; pack timeliness; reserved matters, related-party, committee charters, questionnaires when present. Copy + Download .md. Not a securities disclosure.

    Who: Chair, Admin, or Owner of that board.

Not on this map (not live)

  • No MCP server.
  • No agent identity or agent sign-in; agents never hold a board seat or account.
  • Prepared does not call, connect to, or send anything to an agent — a member copies and pastes, or an agent fetches a public URL.
  • SSO, passkeys (WebAuthn), and BYOK are not live.

Investors grounding their own agents

Sponsors and LPs: see /agents/for-investors for chair-granted /sponsor/{token}/agent, portfolio digest copy, and diligence markdown — still paste or fetch only.

Show the agent a finished decision record

Before you paste your own board's briefing, show the agent what a finished, citeable decision looks like: the sample decision record (plain text: /sample-decision/export.md). It is fictional and labeled. On your own board, the Chair, Secretary, or Admin can download the formal Decision Record from a closed decision. Restricted, executive-session, counsel, and committee-only materials are excluded. Not a legal opinion, not a filing.

Signed-in digests (still paste-only)

Once you are signed in with an ACTIVE membership, two more copies are live. On /app/portfolio#portfolio-digest, use Copy digest for your agent for a cross-board digest covering only boards where you hold an ACTIVE membership (30 days, 90 days, or since last meeting) — no cross-board outcome score. As Chair, Admin, or Owner, open /app/board-proof and use Copy proof for your agent for one board's decision quality proof. Neither is legal advice or an audit opinion; both point back to /facts.

Examples and related pages

Not live

Do not invent live SSO, WebAuthn, SCIM, bank, filing, or BYOK claims. The agent connection is read-only plus drafting questions, per-director, and off until the chair allows it.

  • Passkey sign-in (WebAuthn) is not live on preparedboard.com. It is built but switched off until it has been tested end to end.
  • Enterprise single sign-on (SAML and OIDC) is built but not live on preparedboard.com. It turns on for an organization only once its identity provider is connected and its email domain is mapped. It signs people in to the board seats they already hold, never grants admin rights, and every sign-in is logged.
  • SCIM directory sync is not live on preparedboard.com. It is built but switched off, so members are added by invitation.
  • Stripe billing is built but not live. Checkout, the customer portal, signed webhooks, and plan gating turn on only once production Stripe credentials are connected; until then billing pages say Billing not live yet — contact sales, plans are not enforced, and nothing is charged. Seat meters are not built.
  • ASPA is not implemented. Quorum is a seat count from board settings plus Present or Remote attendance. It is not a statutory opinion, and there is no ASPA written-consent engine.
  • Prepared does not quote, bind, or broker D&O insurance and is not carrier-connected. /app/do-insurance is a board-declared binder/policy-date tracker with an in-app board-review attestation only — not an insurance application, not coverage advice, and not a verified coverage amount. An annual director questionnaire tracker at /app/questionnaires can record board-declared checklist attestations in-app.
  • No bank, treasury, or payment account is connected. Prepared does not move money or show a live balance.
  • There is no live filing feed to the IRS, a Secretary of State, county registry, or town clerk, and no Form 990 or state-charity e-file. /app/filings-window is a board-declared board-review window with an in-app attestation that the board reviewed a board copy — not IRS or state acceptance. Calendar filing rows remain reminders. Documents in a pack are board copies, not proof a filing was accepted.
  • Outbound email is not live in the demo. Delivery is reported only after a configured provider (Resend or Postmark) returns HTTP 2xx. Without those credentials, no send is claimed.
  • There is no Clear evaluation response action. A director can Retract a response. Clearing is not a product path.
  • The onboarding checklist row labeled portal access verified (MFA) is a checkbox the board marks; it does not inspect accounts. Two-factor sign-in itself is live (authenticator app, optional per member, can be required per board by the chair).
  • Customer-managed encryption keys (BYOK) are not live.
  • No independent security audit or certification yet.
  • Prepared does not auto-delete or auto-purge documents. /app/document-retention is a board-declared category schedule with an in-app Adopted / board-reviewed attestation only — template aid, not legal counsel, and not a compliance determination.
  • A paid recruiter tier (higher contact limits / commercial shortlists) is planned, not live. Billing checkout is built but not live until production credentials are connected.
  • Newsletter confirmation and issue send are not live — no email provider is connected. Signups stay PENDING; Approved issues are not emailed.
  • Uploaded files are not antivirus-scanned. PDFs pass strict structural validation (no encryption, JavaScript, embedded files, launch or form-submit actions) before storage; that is not a malware scan. Upload only files from sources you trust.
  • Database point-in-time restore covers the last 6 hours only; there is no longer-term or off-provider database backup yet, and uploaded files have no point-in-time restore.

FAQ

Does Prepared Board connect to my agent via MCP or SSO?
Yes for MCP, when the chair allows agent access: a director adds it as a custom connector in Claude.ai or ChatGPT (OAuth sign-in) or uses a personal access token with Claude Code, Claude Desktop, or Cursor (/agents/connect). It is read-only plus drafting pre-meeting questions. SAML single sign-on, WebAuthn, and SCIM are not live.
Where do I get a pack briefing without signing in?
Add /agent to the pack link your chair or secretary shared (/pack/{token}/agent). It returns plain-text markdown with the same link check as the pack page. For an example of a finished record, see /sample-decision/export.md.
Where can I get a closed decision record?
Signed in, the Chair, Secretary, or Admin can download the formal Decision Record from the decision page. For a public example, see /sample-decision (plain text: /sample-decision/export.md). It is fictional and labeled; not a legal opinion, not a filing.
How do I stop an agent from overclaiming?
Cite /facts and /llms.txt. If a feature is not listed as live there, the agent should not claim it.
Is this legal advice?
No. Agents do not replace counsel, bylaws, or a human chair.