Send the board pack. See who's opened it.
Agenda, decisions needed, board deck and financials on one page. Every director gets their own link, so you know who has opened it before the meeting starts.
For CEOs and chiefs of staff at venture-backed companies.
Prepared for the Brightline board
Q4 board meeting, Nov 12
- Agenda90 min
- Decisions needed3
- Board deck32 slides
- FinancialsSheet
Confirm attendance
Who came back
Every person gets their own link to this page. Journey shows who opened it, when, and who came back.
One came back three times. One opened it once. Two haven't opened it yet.
You send it. Then you guess.
The board pack is a 60-page PDF sent the night before.
Directors skim it on the way in and ask questions answered on page 40.
You can't tell who opened the pack until the meeting starts.
How it works
Three steps. Then you know who came back.
Ask Claude to build it
Paste the prompt above, with your notes and files.
Send it with Journey
One page, a named link for every person on your list.
Ask who came back
Who opened it, when, and who came back.
What goes in a board meeting pack
- 01
Agenda
Times and owners.
- 02
Decisions needed
Up front, so nobody misses them.
- 03
Board deck
The full deck.
- 04
Financials
The numbers and the plan.
- 05
Pre-reads
Anything that needs time to digest.
The prompt for Claude
ChatGPT coming soonBuild a board meeting page in Journey for our [DATE] board meeting. Include the agenda, the board deck, financials, two pre-reads and a short note on the decisions we need. Require an email before anyone can view it, and make a link for each director.
Why send a board meeting pack with Journey
Board meetings go better when directors read the pack first. A link per director tells you who has opened it, so you can send a nudge, or a short summary, the day before.
Questions
Frequently asked questions
Can I lock it with a password?
Yes. In the Journey app, add a password, an NDA, or both, before anything opens.
Can I update the deck after I send it?
Yes. Every director's link shows the latest version.
Can I control who opens it?
Yes. Require an NDA, an email or a password, set the link to expire, or limit it to approved emails and domains.
What does Claude do, and what does Journey do?
Claude drafts the board meeting pack and builds the page. Journey hosts it, gives each person their own link, applies the gates and turns opens, time and clicks into signals you can ask Claude about.