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Board Papers 📝

Read, analyze and annotate your board papers.

Updated over a month ago

The Board papers page is your focused workspace for all your board pack needs. Upload/replace the PDF, review AI insights with page-level citations, add anchored notes, and push key points to your Prep sheet - all while preserving audit trails.

Page anatomy

  • Header bar: pack title, AI actions (i.e., summary), page navigation, share/export, notes navigation

  • Left rail: documents, AI insights (actions, risks/opportunities, decisions), document upload and ⋮ actions (i.e., delete)

  • Document pane: high-fidelity PDF viewer with stable pagination, highlight any text to add a comment or ask questions

  • Right rails: Notes, highlights, comments, threads - filter by type

What you can do

  1. Upload or replace the board pack

  2. Review AI insights (decisions, inconsistencies, suggested board questions) with page citations

  3. Perform AI analysis (e.g., summaries, inconsistency analysis) on one or groups of documents

  4. Annotate with highlights, comments - all anchored to exact passages

  5. Share and delete (pack, notes list)

1. Upload or replace pack

From the meeting’s Board papers section, navigate to the left rail, ensure it is expanded, click Upload, then drag-and-drop the PDF or find from your files.
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2. Review AI insights

The Left rail surfaces decisions, risks and actions for each document. You can click on any of these to jump directly to the source page for quick navigation.

3. Perform AI analysis

Tutaki allows you to use the power of AI without the need to prompt. Perform comprehensive AI analysis with one click on the header bar. All analysis runs through Janet your personal AI agent:

  • Summaries for each document

  • Get Insights that represent the most critical document info

  • Suggested board questions tailored to what changed vs. prior meetings

  • Inconsistencies across documents (numbers, dates, narrative conflicts)

  • Assess the Completeness of the paper based on best practices

Each insight links to exact pages and has in line references to double check the sources.

4. Annotate

Notes are fundamental to preparation. You can access your notes via the Header bar, by the floating bar on the right of the document or by highlighted any text.

  1. Highlight text → Comment to add context or an ask

  2. Screenshot anywhere to make a note on any text, graphs or images

  3. Navigate directly to notes or between them via the notes drop down

All notes are tied to the document and linked to both your Prep Sheet and Notebook.

5. Share and delete

Click the ⋮ icon next to each document to share or delete. Any deleted document will also remove the underlying comments.

Document navigation

There are three main ways to navigate through a document:

  1. Document list (when available) to jump to specific documents

  2. Document insights to jump to specific content

  3. In-document search (Cmd/Ctrl + F) across text

  4. Page number to jump to a specific page

Security & audit

Tutaki has been built with enterprise security front of mind - read more here. Everything you do can only be seen by you, this means:

  • Encryption in transit and at rest

  • Questions and comments are only visible to you

  • Janet resets on every refresh of Tutaki

  • Anything you delete is permanently deleted

FAQs

Can we have multiple packs?

Yes - boards all operate differently, whether it is one or multiple packs, Tutaki can handle it.

Do notes persist across versions?

No - when you delete or replace a document the notes get removed.

Next up

  • Dashboards: see how you can create a personalized company update dashboard with Tutaki

  • Deep dives: drill into trends and specific topics across documents

  • Prep sheet: convert highlights and insights into a meeting-ready one-pager

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