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Board Relations Management

Manage board communications, meetings, materials, and engagement with governance best practices

Complexity: Moderate | Duration: 15-30m | Category: Community/General

Tags: board governance meetings compliance engagement

Workflow Diagram​

Steps​

Step 1: Meeting scheduling​

Agent: meeting

coordinator-agent - Set board meeting dates and logistics

Step 2: Agenda creation​

Agent: board

liaison-agent - Draft meeting agenda with input from ED/Board Chair

Step 3: Board packet preparation​

Agent: board

liaison-agent - Compile reports, financials, materials

Step 4: Pre​

Agent: meeting distribution

board-liaison-agent - Send materials 7 days before meeting

Step 5: Meeting facilitation​

Agent: meeting

coordinator-agent - Support meeting logistics

Step 6: Minutes documentation​

Agent: board

liaison-agent - Record meeting minutes and decisions

Step 7: Action item tracking​

Agent: project

manager-agent - Track board-assigned action items

Step 8: Board engagement​

Agent: board

liaison-agent - Foster ongoing board member engagement

Step 9: Committee support​

Agent: board

liaison-agent - Support board committee activities

Step 10: Governance compliance​

Agent: governance

specialist-agent - Ensure governance best practices

Usage​

To execute this workflow:

/workflow community/general/board-relations-management.workflow

See other workflows in this category for related automation patterns.