Board governance

Board meetings, minutes, and the memory to run them.

Schedule the meeting, send the invites, draft the minutes, track every follow-up, and bring new directors up to speed — all in one place, so running your board doesn't fall on one overstretched volunteer.

Meet the Sorrel Notetaker

A notetaker that joins the call for you.

Schedule the meeting in Sorrel and the Notetaker quietly joins your Zoom, Teams, or Meet at start time, records and transcribes, and hands the transcript straight to Sprout for your minutes. Nobody has to remember to add it.

Scheduling the meeting

The recurring board meeting that schedules itself.

Title, time, and the monthly cadence pre-fill from last time, so setting the next meeting takes two taps — invites, video link, and agenda included.

One-tap scheduling

Spin up the next meeting in seconds — Sorrel remembers your cadence and fills in the rest. The recurring board meeting stops being a recurring chore.

Video link, built right in

Connect Google Meet, Zoom, or Teams once and Sorrel attaches a meeting room to every invite — or paste any link. No more hunting for the URL.

A shared host pool

One person connects their video account and shares it with the org, so any volunteer can schedule a meeting on it — even one who has no Zoom of their own.

Real calendar invites + RSVP

Every director gets an Accept/Decline invite in Gmail, Outlook, or Apple Mail — and you see who's coming and whether you'll make quorum before the meeting starts.

An agenda that builds itself

The agenda fills in from last meeting's unfinished business, tabled motions, and overdue action items — a real, grounded agenda without staring at a blank page.

The minutes & the record

From transcript to approved minutes in five minutes.

Paste your notes, upload the Zoom transcript, or just forward the recap email — Sorrel turns it into clean, structured minutes in your org's own voice, ready to review.

Minutes that draft themselves

The secretary's most dreaded task becomes a five-minute review: Sprout, Sorrel's AI, drafts the summary, the decisions, attendance, and every motion — you read it over and approve.

Motions and votes on the record

Who moved it, who seconded, the for/against/abstain tally, whether it carried — captured as real data, so "what did we decide and what was the vote?" is always one click away.

Approve, then lock

Minutes move from draft to proposed to approved-at-the-next-meeting to locked — and once approved they can't silently change. Exactly how a board is supposed to work.

Receipts on every line

Each decision and action item links back to the exact line in the transcript it came from — so the secretary can trust the draft and prove it in one click.

Between meetings

Action items that actually get done.

The number-one reason boards stall is follow-up that evaporates after everyone goes home. Sorrel closes the loop automatically.

Follow-ups that chase themselves

"Treasurer will get quotes by the 15th" becomes a tracked item that nudges its owner — three days before, on the day, and escalates to the board if it goes overdue.

Assign to a role, not just a person

Hand an item to "the Treasurer" and it always points to whoever holds that seat — even after the board turns over. The work survives the volunteer.

Update it with no login

A director taps a link in their email to mark their task done — no password, no account to create. Volunteers won't manage another login, so we don't make them.

Continuity

Your board's memory — even when the whole board changes.

Minutes, motions, decisions, and open items accumulate into a permanent record that outlives any single board, so the knowledge doesn't walk out the door with the people.

New directors, briefed in five minutes

When someone joins, Sorrel auto-writes a plain-language catch-up — what's happened across the last year and what's in flight now — so they're useful at their first meeting, not their fifth.

A private board document library

Bylaws, policies, and meeting packets live in one board-only space, attached to the meeting they belong to — they stop living in six people's inboxes.

Locked down by design

Board material is sensitive, so it's gated behind a board-only permission: directors see approved minutes and their briefing; drafts and in-flight motions stay with admins.

Where Sprout earns its keep

Your scribbled notes, turned into minutes you can file.

Sorrel turns the meeting's notes into a clean record of who moved what and what carried, and pulls out the action items with an owner on each. You make corrections and approve — the official version is never more than a read-through away.

You're always in charge: Sorrel drafts, you approve, and nothing is final until you say so.

From the notes

"treasurer — dues to $85 jan, moved by dana, 2nd pat, passed 6-1. someone follow up on the venue contract"

Drafted minute

Motion: Raise annual dues to $85, effective January renewals. Moved by Dana, seconded by Pat. Carried 6–1.

Action item

Follow up on the venue contract — owner: Treasurer

It's the same Sorrel that holds your members and runs your events. Your board, your members, and your website — organized in one place, handed off without a headache.

Ready to give your board its memory back?

Sorrel is in final testing. Leave your email and we'll let you know the moment it opens.

Join the waitlist

Share your thoughts

Hesitating about something? Spotted a rough edge? Tell us — it goes straight to the team building Sorrel.