AI workforce for Governance

AI agents for Governance teams

Actionist is an AI automation tool whose AI agents for governance teams operate the apps you already use. From chasing directors for reports and retyping minutes, to board packs that assemble on schedule.

Governance teams get back the hours lost to pack assembly, minute-taking, and filing deadlines.

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Your AI workforce

22 hrssaved on avg per person / month

$1,430avg saved per person / month

26avg scheduled jobs a week

Operates your stackActionist App Store

How it works

AI Employees for Governance in 4 simple steps

Manual Time
We'll go over where you currently waste your time doing manual tasks.
Actionist Automations
We'll show you exactly how Actionist can automate these manual tasks.
Your Benefits
How much time and money you'll save by onboarding AI agents.
Easy to use
We'll show you how easy it is to enable AI across your business.

Where you spend your time

Why Governance teams switch

We know how your week actually goes

What matters to you

Board packs land days early
Reports and resolutions assemble from your tools so directors get the pack days before the meeting, not overnight.
Minutes drafted the same day
A draft of the minutes and the action-item list are ready before the meeting fades from memory, not weeks later.
No filing deadline missed
Annual returns, officer changes, and register updates are tracked so a notice window never closes unattended.
Committees run on a real cadence
Audit, remuneration, and risk committees get their agendas and papers on schedule, mapped to their charter.
Policies reviewed before they lapse
Each policy's review date triggers a redline draft and an approval route, so nothing runs past its expiry quietly.
Conflicts and authority stay on record
Declarations and delegated sign-offs are logged and routed the moment they are submitted, not chased after the fact.

And hundreds of other tasks you do manually..

An agent can take a lot off your team's plate. Take a look below to see the time and cost you could save by adding AI agents to your Governance team's day.

The problem

Where the hours go

Board packs get assembled the night before because pulling reports from five different owners and formatting the deck always starts too late.
An agent collects the reports as they land through the cycle and assembles the pack on schedule, so directors get it days before the meeting.
Minutes sit unwritten for weeks after a meeting because typing them up from a recording keeps losing to more urgent work.
An agent drafts minutes and lists every resolution and action item from the recording the same day, ready for the company secretary to check.
Filing deadlines are buried across a spreadsheet of entities and jurisdictions, and a missed notice window means a late filing penalty.
An agent tracks every entity's filing calendar and posts an alert the moment a deadline enters its notice window, naming the filing and the date.
Conflict-of-interest declarations and delegated sign-off requests get logged whenever someone remembers, so the register is never actually current.
An agent logs every declaration and authority request the moment it is submitted and routes it to the right approver, so the register stays live.

Actionist Will Automate

Anatomy of an automation

What one automation looks like

Trigger·Two weeks before each scheduled board meeting

Trigger

Step 1

Actionist

The governance calendar reaches two weeks before the scheduled board meeting

read

Step 2

Google Drive

Pull the latest financial pack, KPI summary, and committee reports from the shared drive

read

Step 3

Google Docs

Open the previous meeting's minutes to carry forward open actions and agenda items

write

Step 4

Google Docs

Assemble the board pack: agenda, reports, open actions, and resolutions for decision

Confirmation

Step 5

Human

You review the draft pack, add board commentary, and approve it for circulation

write

Step 6

Docusign

Circulate the approved pack to directors and log signed acknowledgment of receipt

Saved per run

~5 hrs

Runs / week

~1×

The board pack goes out days before the meeting instead of the night before

A week in the life

A week with your Governance agents

26Scheduled jobs

6Agents at work

24/7Always on

Agents

Mon–Wed

Mon

Tue

Wed

10a

11a

12p

Apps

Some of the apps for your Governance team

View Actionist App Store

Some of the governance apps your agent operates for you. Hundreds more are in the Actionist App Store.

Triggers

Your Agent wakes up Automatically whenever something happens

Your agents watch the apps you already use and act the moment something happens, usually within about a minute, handle it based on your instructions, 24/7.

WhenA board meeting is confirmed on the governance calendarfires within about a minute

The agent automatically

When a board or committee meeting date is confirmed, the agent starts the pack-assembly countdown, pulls the latest financial and committee reports from your shared drive as they land, and drafts the agenda from the standing items plus anything carried forward from last time, so the pack is ready to review days before the meeting, not the night before.

Receives this trigger from

Google Calendar Google Drive Slack

Your benefits

Manual vs agent

Where the time goes back

Without Actionist

What you do manually today

With Actionist

What your agent runs for you

Governance
180 min / week
Assembling the board pack
Someone chases five function leads for their reports, formats the deck to match last cycle, and writes the agenda by hand, usually finishing the night before the meeting.
Governance Agent
0 min
Agent assembles the pack on schedule
An agent collects reports as they land through the cycle, assembles the pack in your format, and drafts the agenda from standing items and carried-forward actions, ready for review days before the meeting.
Governance
150 min / week
Drafting minutes from the recording
The company secretary plays back the meeting recording, types up who said what, and writes out each resolution's exact wording by hand, a task that keeps slipping behind other work.
Governance Agent
0 min
Agent drafts minutes the same day
An agent reads the recording, drafts structured minutes in your format, and writes out the exact resolution wording and action items, ready for the company secretary to check and correct.
Governance
90 min / week
Tracking statutory filing deadlines
Someone scans a spreadsheet of entities and jurisdictions every so often, trying to remember which filing is due where, and a missed notice window means a late filing penalty.
Governance Agent
0 min
Agent tracks deadlines and alerts before the window closes
An agent tracks every entity's filing calendar and posts a colour-coded alert the moment a deadline enters its notice window, naming the exact filing, entity, and date.
Governance
60 min / week
Reviewing policies before they lapse
A policy's review date passes unnoticed in a long spreadsheet, and by the time someone catches it, the policy has been technically out of date for weeks.
Governance Agent
0 min
Agent drafts the redline and routes for approval
An agent tracks every policy's review date, drafts a redline of what has changed, and routes it to the named approver, so the review happens on schedule.
Governance
45 min / week
Logging conflicts and authority approvals
Conflict-of-interest declarations and delegated sign-offs get logged whenever someone remembers to update the spreadsheet, so the register is rarely actually current.
Governance Agent
0 min
Agent logs and routes them the moment they submit
An agent logs every declaration and authority request in the register the moment it is submitted and routes it to the right approver, keeping the record live instead of retrospective.

+ 100s of other automations

Average monthly

20 hrs / person / month

ROI

What that's worth

Calculator

Calculate what your team saves

Team size

2 people

Hourly rate

$65 / hr

Hours saved / week

Hours saved / year

500

Annual ROI

$32,500

Based on typical team usage: the visible tasks plus a few other automations the agent runs: ~5 hrs / person / week of admin work automated.

How easy it is to use

Automatic onboarding

We'll do all the heavy lifting for you.

From entering your website address to having a working AI team, no effort from you.

Step 1
Enter your website
- We'll research your business
- Automatically configure everything for you
Try the demo
Step 2
Actionist Auto
Optional
- Watches you work
- Creates your agents, workflows and schedules
Get the extension
Step 3
Marketplace
- Hundreds of apps, plus agents and workflows
- Pre-configured by other users
Browse the App Store
Step 4
Invite your team
- We'll automatically onboard them too
- Focus on the things that matter
Open Actionist

Enter your website URL for a personalised demo

See exactly what Actionist would automate for your business.

Trust & control

You stay in control

An agent doing governance work in your name only earns trust if the company secretary and the board stay in control of every consequential action. Actionist is built so the agent prepares and a human decides, with a full audit trail of everything it read and did.

The agent drafts. You approve.

Every board pack, filing, minute, and resolution is queued for review before anything reaches a director, a regulator, or the public record. You widen autonomy only where the agent has earned it.

Consequential actions always stop for you

Submitting a filing, sending a pack to directors, or executing a resolution stops for explicit approval, no matter how much autonomy has been granted elsewhere. The floor cannot be lowered.

A full audit trail on every document

Every report the agent read, every clause it extracted, and every filing it prepared is logged, so you can see exactly what happened and when on any matter or entity.

Your board and entity data stays yours

Board packs, minutes, and register data are encrypted, never used to train AI models, and if your governance policy requires it, you can self-host Actionist on your own infrastructure.

Industries

This team, in your industry

The same agents, set up for the way a specific industry works, its tools, its tasks, and the language its customers use.

Industry-specific versions of this team are coming soon.

FAQ

Frequently asked questions

Does my governance team need to be technical to use Actionist?

No. You describe what you want the agent to do in plain language, the pack format you use, the filing deadlines that matter, and the register fields you track, the same way you would brief a new company secretary. The agent learns from your examples and the corrections you make, and keeps improving until its drafts match your governance standard.

How do I get started with Actionist for board and entity work?

You connect your shared drive, calendar, and the tools your filings live in, and set up the first automation, most teams start with the filing deadline tracker or the board pack assembly. You can have deadlines being tracked and a first pack draft assembled within the same session, then refine the format from there.

How do I make customised AI agents for the governance work we specifically do?

The agents shown here are starting templates. You can build a custom AI agent for anything your governance work needs, a jurisdiction-specific filing tracker, a committee-specific paper format, or a register tuned to your particular authority matrix. You describe the workflow in plain language and the agent learns from your examples and corrections.

How quickly can I set Actionist up for board packs and filing deadlines?

The filing deadline tracker and the board pack countdown can be running the same day you connect your calendar and drive. The first pack draft may need format adjustments, but most teams have a working pack-assembly and deadline-alert setup within the first session, refined from there.

Where does our board and entity data live, and is it used to train AI?

Your data stays yours. Board packs, minutes, and register data are encrypted, never used to train any AI model, and every action the agent takes is logged so you can audit exactly what it read and did. If your governance policy requires everything on your own infrastructure, you can self-host Actionist on a VPS.

How does an agent draft minutes and track filing deadlines without an API?

Actionist uses computer use in the cloud, the agent opens your drive, calendar, and filing tracker the way a company secretary would, reads what is there, and acts on it. That means it works with board portals, government filing systems, and registers that never had an integration, without you building or maintaining a connector.

Will the agent submit a filing or send the board pack to directors on its own?

Only if you choose to let it. By default the agent drafts the filing, the pack, or the minutes and waits for your approval. Approval modes let you move from suggest, to ask each time, to guarded auto on the specific tasks it has earned trust on, and anything that goes to a regulator, a director, or a counterparty always asks first regardless of the mode set elsewhere.

How does the agent track filing deadlines across multiple entities and jurisdictions?

You give it the filing calendar for each entity, whichever jurisdictions and form types apply, and it reads that alongside the actual register data to work out each deadline and notice window. When a new entity or filing type is added, you describe the requirement once and the agent adds it to the schedule it monitors.

Where do filing alerts and board notices show up?

Actionist delivers to Telegram and Slack (the two supported channels), so filing deadline alerts, pack countdowns, and draft minutes land in the channel your governance team already watches. You can reply in-thread to direct the agent, correct a draft, or approve something for sending.

Explore more

Use Cases Teams Industries

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See an agent assemble a board pack and draft the minutes

Book a free demo and watch an Actionist agent pull the reports, assemble a board pack, and draft minutes from a real meeting, end to end.

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