No logins for directors
Your directors never have to learn a new tool.
Directors RSVP, vote and open the board packet straight from an email, without an account or a password. The chair and the executive director use the full workspace.
Board meeting: Tuesday 14 October, 1 of 2
You stay in control
The agents prepare the work. Your board makes the decisions.
Every agenda, set of minutes and vote starts as a draft. It becomes official only when someone with the authority to approve it does.
Reminders to people about their own action items are the one thing that runs by itself, and only once someone on your board turns on a check that sends them. The chair, executive director or board assistant can stop them in Settings at any time.
Step 1 · Get set up
Run your next board meeting with Karma Compass.
Start with what you already have. Karma Compass sets up your board from it, and Mission Control walks you through each step.
1
Your board roster
Nothing to type up. Karma Compass finds your directors on your website and fills in the roster. You add any missing email addresses and confirm it.
2
Your bylaws
Upload them once. When anyone asks what they say about quorum, terms or voting, Karma Compass answers and points to the exact page.
3
Your last minutes
Karma Compass turns them into a record of the meeting, gives each action item an owner, and follows up with that person on the schedule you choose.
4
Your next meeting date
Schedule the meeting and a draft agenda is waiting for you, built from the business that is still open.
Every new organization starts on Karma Compass Pro, free for two weeks.
Step 2 · Mission Control
Start each day in Mission Control.
It is the first page you see when you sign in: one list of what needs you, soonest first. Each row opens the place where you deal with it.
- Approvals waiting for your decision
- Action items that are overdue or blocked
- Minutes ready for review
- Drafts the agents prepared for you
- Setup steps you have not finished
Step 3 · Around each meeting
Agents handle the paperwork around every meeting.
One drafts the agenda, one drafts the minutes, and one follows up on action items. Use the arrows to see what each one does.
- Agenda Agent, before the meeting: Drafts the agenda from what is open on your board, so the chair edits a draft instead of starting from a blank page. Carries forward unfinished action items. Lists decisions the board still has to make. Adds recurring items, like the annual conflict-of-interest forms. Attaches the reports directors should read first. Sends the draft to the chair for review.
- Minutes Agent, after the meeting: Drafts the minutes from your notes, a transcript or a recording, for the secretary to review. Writes up who attended and whether there was quorum. Records each motion and how the vote went. Lists action items with an owner and a due date. Adds decisions to the board’s record once adopted. Sends the draft to the secretary to review and adopt.
- Follow-through Agent, between meetings: Reminds people about what they agreed to do, and brings anything unfinished to the next agenda. Reminds owners before an action item is due. Tracks each item as open, blocked or done. Flags overdue and blocked items in Mission Control. Keeps one list of everything still open. Carries unfinished items to the next agenda.
The agents prepare the work, and nothing becomes official until someone on your board approves it. See who approves what
Any time · Ask your records
Answers from your own documents, with the passage they came from.
Upload your bylaws, policies, board packets and past minutes, then ask questions in plain English. Each answer quotes the passage it used and names the document, with the page when the file has pages. If your documents don’t cover the question, Karma Compass says so instead of guessing.
- Can we approve the audit engagement without a full board vote? No. Your bylaws say only the full board can appoint the auditor, so the finance committee cannot approve it on the board’s behalf. “The Board shall appoint the independent auditor annually. This authority shall not be delegated to any committee.” Bylaws · adopted 12 May 2024 · Article VII, §2, page 9. Source: Bylaws (current version) · page 9.
- What did we decide about increasing the Executive Director’s compensation? The board approved a 4% increase at the March meeting, effective July 1, after the compensation committee’s review. “RESOLVED, that the Executive Director’s base salary be increased by four percent, effective July 1, as recommended by the Compensation Committee.” Motion carried · 7 for, 1 against. Source: Minutes · March board meeting.
- Who still hasn’t completed the conflict-of-interest disclosure? Two directors haven’t returned this year’s form yet. A reminder is drafted for each of them, ready for you to send. Mateo Rivera, Treasurer · form sent Jan 12, Not returned. Evelyn Brooks, Director · form sent Jan 12, Not returned. Source: Conflict of interest forms · 2026.
- Which commitments from the last two meetings are still open? Three are still open, and one is past its due date. Sign the audit engagement letter, Mateo Rivera · due Oct 3, Overdue. Renew the D&O insurance policy, Priya Shah · due Nov 15. Book the venue for the annual meeting, Evelyn Brooks · due Dec 1. Source: Action items · September and October meetings.
- Build next month’s agenda around unfinished business and decisions we need to make. Here is a draft built from the business that is still open. It is ready for you to review, and nothing has been sent. 1. Consent agenda, October minutes · 5 min. 2. Decision: FY27 budget, Carried from October · 20 min. 3. Unfinished business, Audit letter, D&O renewal · 15 min. 4. Form 990 filing, Due Nov 15 · 10 min, Deadline. Source: Draft agenda · not sent.
Can we approve the audit engagement without a full board vote?, 1 of 5
Also included
The rest of your board’s work, in the same place
Checks that run on a schedule, and a home for your members, votes and records.
Board health
See whether your board is getting things done.
Track how many directors came prepared, how many decisions the board made and how many action items got finished, meeting after meeting.
92%
Directors prepared before meetings
12
Board decisions made this quarter
21/24
Board commitments completed
100%
Governance requirements current
An example board, to show the shape of the dashboard. These are not customer results.
Try it on your own board
Every new organization starts on Karma Compass Pro, free for two weeks. Nothing becomes official until your board approves it.
Integrations
Connect the tools your board already uses
Email works on every plan today. Connections to the tools below come with the Karma Compass Pro and Enterprise plans, and each one is marked with the plan that includes it.
EmailEvery plan
SlackKarma Compass Pro
Microsoft TeamsKarma Compass Pro
ZoomKarma Compass Pro
Google MeetKarma Compass Pro
Your CRMEnterprise
Donor databasesEnterprise
SSO and SAMLEnterprise
Custom AI agents in Slack and TeamsEnterprise
Pricing
Simple pricing plans
Every new organization starts on Karma Compass Pro, free for two weeks. If you have not upgraded by the end of it you move to the Free plan. Nothing is deleted, and nothing is charged.
Free
A shared home for your board.
$0
Always free
What’s included:
- Unlimited board members
- Voting
- Minutes drafted from the meeting record
- Quorum tracking and RSVP management
- Email participation and personal links
- 5 meetings per year
- Unlimited document uploads
Karma Compass Pro
Help keeping the work moving.
Try free for two weeks
Everything in Free, plus:
- Unlimited meetings
- AI assistant
- Agenda drafts, and minutes drafted from your notes or recordings
- Playbooks
- Microsoft Teams, Google Meet and Zoom integration
- Slack integration
- Preparation and automatic follow-through
- Migration from another board portal
Enterprise
For more complex board operations.
Let’s talk
Scoped with you
Everything in Karma Compass Pro, plus:
- Multiple chapters and sub-organizations
- Custom integration with CRM and donor databases
- Custom AI agents in Slack and Microsoft Teams
- Custom onboarding and training
- SSO and SAML
Have questions? Schedule a call
FAQ
Questions boards ask us
What chairs and executive directors ask before bringing Karma Compass to their board.
What is Karma Compass for?
Running your board meetings and the work between them. The agenda, the board packet, RSVPs and quorum, votes, minutes and action items live in one place, so each meeting picks up where the last one left off.
Who on our board uses it?
Everyone, each in their own role: the chair, the executive director, officers such as the secretary and treasurer, voting and non-voting members, and staff who support the board.
Do our directors need an account?
No. Directors RSVP, vote and open the board packet from links in their email, without signing in. Anyone you invite can also sign in to see the full workspace.
Does Karma Compass do anything without our approval?
Nothing official. The agents prepare the agenda and board packet, the minutes, votes, new board members and updates to the board, and each one waits for a person with the authority to approve it, such as the chair or the secretary. The one thing that runs by itself is a reminder to someone about an action item they own, and only once someone on your board turns on a check that sends it. The chair, executive director or board assistant can stop them at any time in Settings.
Is our information secure?
Each organization’s records are kept separate, and the database itself enforces that separation. Uploaded documents are stored encrypted in Amazon Web Services, and every upload is checked for its real file type and for unsafe content before it is kept. What each person can see and do, from uploading to approving, follows their role on the board. If your organization needs a security review, schedule a call and we will walk you through it.
Are votes, approvals and documents time-stamped?
Yes. Every vote, approval and minutes adoption is saved with who did it and when. If a director changes their vote, the change is added as a new entry rather than replacing the first one, so the history stays intact. Each document in your library shows when it was last updated.
Are votes by email valid under our bylaws?
Karma Compass will not draft a vote until someone records what your bylaws say about voting outside a meeting, the threshold to pass a motion and whether a vote can be changed, with the passage cited. If your bylaws do not allow voting outside a meeting, it will not draft one. Each director’s voting link is made for them alone, works once and expires when voting closes. Whether a particular vote meets your state’s rules is a question for your counsel.
How does the two-week Karma Compass Pro trial work?
Every new organization starts on Karma Compass Pro, free for two weeks. If you have not upgraded by the end of it you move to the Free plan. Nothing is deleted, and nothing is charged.
What does the Free plan include?
Unlimited board members and document uploads, voting, quorum tracking and RSVPs, email participation with personal links, and 5 meetings a year. When you mark a meeting held, Karma Compass drafts its minutes from the agenda, decisions and attendance. It is always free. The assistant, agenda drafts, minutes drafted from your notes, transcripts or recordings, and reminders are part of Karma Compass Pro.
How do we get started?
Sign in with your email address. Karma Compass sends you a code instead of a password, and a new address creates your account. Karma Compass finds your directors on your website and drafts your roster. Then add your bylaws, your last minutes and the date of your next meeting, and Mission Control walks you through each step.
Can we download our documents?
Yes. Any document you upload can be downloaded again from your document library, and so can the board packet PDF. Moving from Pro to Free deletes nothing.