90% faster compilation
AI agent for Board Secretaries
From scattered documents to complete board packs
Delegate board pack compilation to a specialized AI agent. It gathers materials from multiple sources, formats documents to governance standards, organizes content by agenda item, and generates complete, professional board packs ready for distribution.
Ideal for
Board Secretaries
Corporate Governance
Company Secretaries
See AI agent for Board Secretaries in action
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See AI agent for Board Secretaries in action
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See AI agent for Board Secretaries in action
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Q3 Board Meeting Pack
See AI agent for Board Secretaries in action
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Time comparison
Time comparison
Traditional way
2-3 days
With V7 Go agents
30-45 minutes
Average time saved
90%
Why V7 Go
Why V7 Go
Automated Document Collection
Gathers materials from SharePoint, email, committee folders, and document management systems, eliminating manual file hunting and version confusion.
Automated Document Collection
Gathers materials from SharePoint, email, committee folders, and document management systems, eliminating manual file hunting and version confusion.
Automated Document Collection
Gathers materials from SharePoint, email, committee folders, and document management systems, eliminating manual file hunting and version confusion.
Automated Document Collection
Gathers materials from SharePoint, email, committee folders, and document management systems, eliminating manual file hunting and version confusion.
Template-Based Formatting
Applies your organization's board pack template automatically, ensuring consistent formatting, page numbering, headers, and table of contents across all materials.
Template-Based Formatting
Applies your organization's board pack template automatically, ensuring consistent formatting, page numbering, headers, and table of contents across all materials.
Template-Based Formatting
Applies your organization's board pack template automatically, ensuring consistent formatting, page numbering, headers, and table of contents across all materials.
Template-Based Formatting
Applies your organization's board pack template automatically, ensuring consistent formatting, page numbering, headers, and table of contents across all materials.
Agenda-Aligned Organization
Organizes documents by agenda item, matching materials to meeting topics and ensuring directors receive information in the expected sequence.
Agenda-Aligned Organization
Organizes documents by agenda item, matching materials to meeting topics and ensuring directors receive information in the expected sequence.
Agenda-Aligned Organization
Organizes documents by agenda item, matching materials to meeting topics and ensuring directors receive information in the expected sequence.
Agenda-Aligned Organization
Organizes documents by agenda item, matching materials to meeting topics and ensuring directors receive information in the expected sequence.
Compliance Verification
Checks that required governance documents are included, flags missing materials, and ensures regulatory disclosure requirements are met before distribution.
Compliance Verification
Checks that required governance documents are included, flags missing materials, and ensures regulatory disclosure requirements are met before distribution.
Compliance Verification
Checks that required governance documents are included, flags missing materials, and ensures regulatory disclosure requirements are met before distribution.
Compliance Verification
Checks that required governance documents are included, flags missing materials, and ensures regulatory disclosure requirements are met before distribution.
Version Control Management
Identifies the latest version of each document, tracks changes from previous board packs, and maintains a clear audit trail of all materials included.
Version Control Management
Identifies the latest version of each document, tracks changes from previous board packs, and maintains a clear audit trail of all materials included.
Version Control Management
Identifies the latest version of each document, tracks changes from previous board packs, and maintains a clear audit trail of all materials included.
Version Control Management
Identifies the latest version of each document, tracks changes from previous board packs, and maintains a clear audit trail of all materials included.
Multi-Format Output
Generates board packs in your preferred format, whether single PDF, indexed document bundle, or board portal upload, ready for immediate distribution.
Multi-Format Output
Generates board packs in your preferred format, whether single PDF, indexed document bundle, or board portal upload, ready for immediate distribution.
Multi-Format Output
Generates board packs in your preferred format, whether single PDF, indexed document bundle, or board portal upload, ready for immediate distribution.
Multi-Format Output
Generates board packs in your preferred format, whether single PDF, indexed document bundle, or board portal upload, ready for immediate distribution.
Compiles complete board packs
From scattered materials to professional governance documents.
Get started
Get started
Import your files
Microsoft Sharepoint Online
,
Microsoft Outlook
,
Google Drive
Import your files from whereever they are currently stored
All types of Finance documents supported
Once imported our system extracts and organises the essentials
Customer voices
Customer voices
Connect AI to your governance workflow.
Connect AI to your governance workflow.
Turn document assembly into a reliable, repeatable process.
Turn document assembly into a reliable, repeatable process.
Finance
•
Legal
•
Insurance
•
Tax
•
Real Estate
Finance
•
Legal
•
Insurance
•
Tax
•
Real Estate
Finance
•
Legal
•
Insurance
•
Tax
•
Real Estate
Customer Voices
Industrial equipment sales
We are looking for V7 Go and AI in general to be the beating heart of our company and our growth. It will make us more productive as a company, liaising with customers, automating tasks, even finding new work.
Read the full story
Industrial equipment sales
We are looking for V7 Go and AI in general to be the beating heart of our company and our growth. It will make us more productive as a company, liaising with customers, automating tasks, even finding new work.
Read the full story
Insurance
We have six assessors. Before V7 Go, each would process around 15 claims a day, about 90 in total. With V7 Go, we’re expecting that to rise to around 20 claims per assessor, which adds up to an extra 30 claims a day. That’s the equivalent of two additional full-time assessors. Beyond the cost savings, there’s real reputational gains from fewer errors and faster turnaround times.
Read the full story
Insurance
We have six assessors. Before V7 Go, each would process around 15 claims a day, about 90 in total. With V7 Go, we’re expecting that to rise to around 20 claims per assessor, which adds up to an extra 30 claims a day. That’s the equivalent of two additional full-time assessors. Beyond the cost savings, there’s real reputational gains from fewer errors and faster turnaround times.
Read the full story
Real Estate
Prior to V7, people using the software were manually inputting data. Now it’s so much faster because it just reads it for them. On average, it saves our customers 45 minutes to an hour of work, and it’s more accurate.
Read the full story
Real Estate
Prior to V7, people using the software were manually inputting data. Now it’s so much faster because it just reads it for them. On average, it saves our customers 45 minutes to an hour of work, and it’s more accurate.
Read the full story
Industrial equipment sales
We are looking for V7 Go and AI in general to be the beating heart of our company and our growth. It will make us more productive as a company, liaising with customers, automating tasks, even finding new work.
Read the full story
Insurance
We have six assessors. Before V7 Go, each would process around 15 claims a day, about 90 in total. With V7 Go, we’re expecting that to rise to around 20 claims per assessor, which adds up to an extra 30 claims a day. That’s the equivalent of two additional full-time assessors. Beyond the cost savings, there’s real reputational gains from fewer errors and faster turnaround times.
Read the full story
Real Estate
Prior to V7, people using the software were manually inputting data. Now it’s so much faster because it just reads it for them. On average, it saves our customers 45 minutes to an hour of work, and it’s more accurate.
Read the full story
Finance
“Whenever I think about hiring, I first try to do it in V7 Go.” Discover how HITICCO uses V7 Go agents to accelerate and enrich their prospect research.
Read the full story
Finance
The experience with V7 has been fantastic. Very customized level of support. You feel like they really care about your outcome and objectives.
Read the full story
Features
Features
Results you can actually trust.
Reliable AI document processing toolkit.
Results you can trust.
Trustworthy AI document processing toolkit.
Supporting complex documents.
Up to 200 pages.
Board materials come in every format imaginable. This agent handles Word documents, PowerPoint presentations, Excel spreadsheets, scanned PDFs, and mixed-format committee reports, normalizing everything into a professional board pack.
Input types
50+ languages
Mixed Formats
200 pages
Multi-modal
Document types
PDFs
Word Docs
PowerPoint
Spreadsheets
Scanned Docs
Vendor_US.xlsx
3
Supply_2023.pptx
Review_Legal.pdf
Supporting complex documents.
Up to 200 pages.
Board materials come in every format imaginable. This agent handles Word documents, PowerPoint presentations, Excel spreadsheets, scanned PDFs, and mixed-format committee reports, normalizing everything into a professional board pack.
Input types
50+ languages
Mixed Formats
200 pages
Multi-modal
Document types
PDFs
Word Docs
PowerPoint
Spreadsheets
Scanned Docs
Vendor_US.xlsx
3
Supply_2023.pptx
Review_Legal.pdf
Supporting complex documents.
Up to 200 pages.
Board materials come in every format imaginable. This agent handles Word documents, PowerPoint presentations, Excel spreadsheets, scanned PDFs, and mixed-format committee reports, normalizing everything into a professional board pack.
Input types
50+ languages
Mixed Formats
200 pages
Multi-modal
Document types
PDFs
Word Docs
PowerPoint
Spreadsheets
Scanned Docs
Vendor_US.xlsx
3
Supply_2023.pptx
Review_Legal.pdf
Reach 99% accuracy rate
through GenAI reasoning.
Board packs require precision. The agent uses multi-step workflows to ensure document versions are correct, page numbers are accurate, and all required materials are included before distribution to directors.
Model providers
Security note
V7 never trains models on your private data. We keep your data encrypted and allow you to deploy your own models.
Answer
Type
Text
Tool
o4 Mini
Reasoning effort
Min
Low
Mid
High
AI Citations
Inputs
Set a prompt (Press @ to mention an input)
Reach 99% accuracy rate
through GenAI reasoning.
Board packs require precision. The agent uses multi-step workflows to ensure document versions are correct, page numbers are accurate, and all required materials are included before distribution to directors.
Model providers
Security note
V7 never trains models on your private data. We keep your data encrypted and allow you to deploy your own models.
Answer
Type
Text
Tool
o4 Mini
Reasoning effort
Min
Low
Mid
High
AI Citations
Inputs
Set a prompt (Press @ to mention an input)
Reach 99% accuracy rate
through GenAI reasoning.
Board packs require precision. The agent uses multi-step workflows to ensure document versions are correct, page numbers are accurate, and all required materials are included before distribution to directors.
Model providers
Security note
V7 never trains models on your private data. We keep your data encrypted and allow you to deploy your own models.
Answer
Type
Text
Tool
o4 Mini
Reasoning effort
Min
Low
Mid
High
AI Citations
Inputs
Set a prompt (Press @ to mention an input)
Trustworthy results,
grounded in reality.
Every document in the board pack is linked to its source location. You can verify which version was included, when it was last updated, and where it came from, providing complete transparency for governance requirements.
Visual grounding in action
00:54
Deliberate Misrepresentation: During the trial, evidence was presented showing that John Doe deliberately misrepresented his income on multiple occasions over several years. This included falsifying documents, underreporting income, and inflating deductions to lower his tax liability. Such deliberate deception demonstrates intent to evade taxes.
Pattern of Behavior: The prosecution demonstrated a consistent pattern of behavior by John Doe, spanning several years, wherein he consistently failed to report substantial portions of his income. This pattern suggested a systematic attempt to evade taxes rather than mere oversight or misunderstanding.
Concealment of Assets: Forensic accounting revealed that John Doe had taken significant steps to conceal his assets offshore, including setting up shell companies and using complex financial structures to hide income from tax authorities. Such elaborate schemes indicate a deliberate effort to evade taxes and avoid detection.
Failure to Cooperate: Throughout the investigation and trial, John Doe displayed a lack of cooperation with tax authorities. He refused to provide requested documentation, obstructed the audit process, and failed to disclose relevant financial information. This obstructionism further supported the prosecution's argument of intentional tax evasion.
Prior Warning and Ignoring Compliance
![](data:image/svg+xml,<svg display="block" role="presentation" viewBox="0 0 198 15" xmlns="http://www.w3.org/2000/svg"><defs ><clipPath id="J0QEw1Ctk-2037569988-stroke"><use href="%23J0QEw1Ctk-2037569988"/></clipPath><path d="M 0 1 C 0 0.448 0.448 0 1 0 L 197 0 C 197.552 0 198 0.448 198 1 L 198 9 C 198 9.552 197.552 10 197 10 L 76 10 L 76 14 C 76 14.552 75.552 15 75 15 L 1 15 C 0.448 15 0 14.552 0 14 Z" id="J0QEw1Ctk-2037569988"/></defs><use fill="rgba(124, 58, 237, 0.1)" height="15px" href="%23J0QEw1Ctk-2037569988" id="J0QEw1Ctk" width="198px"/><use clip-path="url(%23J0QEw1Ctk-2037569988-stroke)" fill="transparent" href="%23J0QEw1Ctk-2037569988" stroke-dasharray="0" stroke-linecap="butt" stroke-linejoin="miter" stroke-miterlimit="4" stroke-width="1" stroke="rgb(124, 58, 237)"/></svg>)
02
01
01
02
Trustworthy results,
grounded in reality.
Every document in the board pack is linked to its source location. You can verify which version was included, when it was last updated, and where it came from, providing complete transparency for governance requirements.
Visual grounding in action
00:54
Deliberate Misrepresentation: During the trial, evidence was presented showing that John Doe deliberately misrepresented his income on multiple occasions over several years. This included falsifying documents, underreporting income, and inflating deductions to lower his tax liability. Such deliberate deception demonstrates intent to evade taxes.
Pattern of Behavior: The prosecution demonstrated a consistent pattern of behavior by John Doe, spanning several years, wherein he consistently failed to report substantial portions of his income. This pattern suggested a systematic attempt to evade taxes rather than mere oversight or misunderstanding.
Concealment of Assets: Forensic accounting revealed that John Doe had taken significant steps to conceal his assets offshore, including setting up shell companies and using complex financial structures to hide income from tax authorities. Such elaborate schemes indicate a deliberate effort to evade taxes and avoid detection.
Failure to Cooperate: Throughout the investigation and trial, John Doe displayed a lack of cooperation with tax authorities. He refused to provide requested documentation, obstructed the audit process, and failed to disclose relevant financial information. This obstructionism further supported the prosecution's argument of intentional tax evasion.
Prior Warning and Ignoring Compliance
02
01
01
02
Trustworthy results,
grounded in reality.
Every document in the board pack is linked to its source location. You can verify which version was included, when it was last updated, and where it came from, providing complete transparency for governance requirements.
Visual grounding in action
00:54
Deliberate Misrepresentation: During the trial, evidence was presented showing that John Doe deliberately misrepresented his income on multiple occasions over several years. This included falsifying documents, underreporting income, and inflating deductions to lower his tax liability. Such deliberate deception demonstrates intent to evade taxes.
Pattern of Behavior: The prosecution demonstrated a consistent pattern of behavior by John Doe, spanning several years, wherein he consistently failed to report substantial portions of his income. This pattern suggested a systematic attempt to evade taxes rather than mere oversight or misunderstanding.
Concealment of Assets: Forensic accounting revealed that John Doe had taken significant steps to conceal his assets offshore, including setting up shell companies and using complex financial structures to hide income from tax authorities. Such elaborate schemes indicate a deliberate effort to evade taxes and avoid detection.
Failure to Cooperate: Throughout the investigation and trial, John Doe displayed a lack of cooperation with tax authorities. He refused to provide requested documentation, obstructed the audit process, and failed to disclose relevant financial information. This obstructionism further supported the prosecution's argument of intentional tax evasion.
Prior Warning and Ignoring Compliance
02
01
01
02
Enterprise grade security
for high-stake industries.
Board materials contain the most sensitive corporate information. V7 Go processes all documents within your secure environment, respecting access controls and ensuring confidential materials never leave your infrastructure.
Certifications
GDPR
SOC2
HIPAA
ISO
Safety
Custom storage
Data governance
Access-level permissions
Enterprise grade security
for high-stake industries.
Board materials contain the most sensitive corporate information. V7 Go processes all documents within your secure environment, respecting access controls and ensuring confidential materials never leave your infrastructure.
Certifications
GDPR
SOC2
HIPAA
ISO
Safety
Custom storage
Data governance
Access-level permissions
Enterprise grade security
for high-stake industries.
Board materials contain the most sensitive corporate information. V7 Go processes all documents within your secure environment, respecting access controls and ensuring confidential materials never leave your infrastructure.
Certifications
GPDR
SOC2
HIPAA
ISO
Safety
Custom storage
Data governance
Access-level permissions
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Answers
Answers
What you need to know about our
AI agent for Board Secretaries
How does it know which documents to include?
The agent learns from your board pack template and previous compilations. You can specify document sources, required sections, and inclusion rules. It also flags any missing materials based on your governance requirements.
+
How does it know which documents to include?
The agent learns from your board pack template and previous compilations. You can specify document sources, required sections, and inclusion rules. It also flags any missing materials based on your governance requirements.
+
How does it know which documents to include?
The agent learns from your board pack template and previous compilations. You can specify document sources, required sections, and inclusion rules. It also flags any missing materials based on your governance requirements.
+
Can it handle confidential board materials securely?
Yes. V7 Go processes all documents within your secure environment and integrates with your existing access controls. Board materials never leave your infrastructure, and the agent respects all document permissions.
+
Can it handle confidential board materials securely?
Yes. V7 Go processes all documents within your secure environment and integrates with your existing access controls. Board materials never leave your infrastructure, and the agent respects all document permissions.
+
Can it handle confidential board materials securely?
Yes. V7 Go processes all documents within your secure environment and integrates with your existing access controls. Board materials never leave your infrastructure, and the agent respects all document permissions.
+
What if documents are in different formats?
The agent handles Word documents, PDFs, PowerPoint presentations, Excel spreadsheets, and scanned materials. It normalizes formatting while preserving the original content and converts everything to your preferred output format.
+
What if documents are in different formats?
The agent handles Word documents, PDFs, PowerPoint presentations, Excel spreadsheets, and scanned materials. It normalizes formatting while preserving the original content and converts everything to your preferred output format.
+
What if documents are in different formats?
The agent handles Word documents, PDFs, PowerPoint presentations, Excel spreadsheets, and scanned materials. It normalizes formatting while preserving the original content and converts everything to your preferred output format.
+
How does it organize materials by agenda item?
You provide the meeting agenda, and the agent matches documents to agenda topics using document titles, metadata, and content analysis. It creates clear section dividers and generates a comprehensive table of contents.
+
How does it organize materials by agenda item?
You provide the meeting agenda, and the agent matches documents to agenda topics using document titles, metadata, and content analysis. It creates clear section dividers and generates a comprehensive table of contents.
+
How does it organize materials by agenda item?
You provide the meeting agenda, and the agent matches documents to agenda topics using document titles, metadata, and content analysis. It creates clear section dividers and generates a comprehensive table of contents.
+
Can it track changes from the previous board pack?
Yes. The agent compares the current compilation to previous board packs, highlights updated documents, and can generate a summary of changes for the board secretary's review.
+
Can it track changes from the previous board pack?
Yes. The agent compares the current compilation to previous board packs, highlights updated documents, and can generate a summary of changes for the board secretary's review.
+
Can it track changes from the previous board pack?
Yes. The agent compares the current compilation to previous board packs, highlights updated documents, and can generate a summary of changes for the board secretary's review.
+
What happens if a required document is missing?
The agent flags missing materials based on your governance checklist and previous board pack patterns. It provides a clear list of what's missing so you can follow up before finalizing the pack.
+
What happens if a required document is missing?
The agent flags missing materials based on your governance checklist and previous board pack patterns. It provides a clear list of what's missing so you can follow up before finalizing the pack.
+
What happens if a required document is missing?
The agent flags missing materials based on your governance checklist and previous board pack patterns. It provides a clear list of what's missing so you can follow up before finalizing the pack.
+
Next steps
Next steps
Still spending days assembling board packs manually?
Share your board pack template and a sample set of materials. We'll show you how the agent can compile a complete pack in under an hour.
Uncover hidden liabilities
in
supplier contracts.
V7 Go transforms documents into strategic assets. 150+ enterprises are already on board:
Uncover hidden liabilities
in
supplier contracts.
V7 Go transforms documents into strategic assets. 150+ enterprises are already on board: