June 2026

Tuesday, June 2

✨Agenda Builder & Approval Workflows — Now Available on New Plans ✨

Agenda Builder

We've launched a completely redesigned agenda building experience that makes it faster and easier to create, organize, and manage meeting agendas. The new Agenda Builder gives administrators a modern, intuitive interface to build agendas from scratch or from saved templates — all within the platform.

• • What's new:

    • Build agendas directly within the platform with a streamlined, purpose-built editor
    • Create agendas from existing templates to save time
    • Assign agenda item owners directly from the builder

• • • Clear visibility into agenda status before and during publication

Agenda Approval Workflows (Pro+ Plan)

Organizations can now implement a formal, multi-stage approval process for meeting agenda items bringing governance, accountability, and compliance tracking directly into the platform.

How it works:

• • Assign approval trees to agenda items. Administrators can configure which items require approval and define who must approve them, in what order. Items without an approval tree are automatically marked ready.
  • Owners are notified and can act. When an admin opens items for action, item owners receive an email with a direct link to their item. Owners can edit content, attach documents, and submit when ready — triggering the approval chain.
  • Approvals run sequentially. Each approver is notified when it's their turn. Approvers can approve, edit and approve, or reject. Item owners receive a full summary notification once the workflow is complete.
  • Admin overrides available. Administrators can override any step in an approval tree when time-sensitive situations require it — with the action recorded in the audit trail.
  • Publishing is gated on approval. An agenda cannot be published while any item with an active approval tree is still in progress. Once all items are approved or marked ready, publishing is unblocked.
  • Status visibility at a glance. Filterable status cards at the top of the agenda let admins quickly see what's approved, what's under review, and what's still pending — without having to scroll through the full agenda.