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Processes/compliance — filings, taxes, and staying compliantcompliance

Board minutes cadence — compliance processBoard minutes cadence

simplepartially automatable🔁 quarterly

Keep the corporate record clean: schedule the board cadence, prep the minutes template, record the meeting, route minutes for signature, and file them in the data room.

Scheduling, templates, signature routing, and filing are automatable. The minutes themselves record human deliberation in the room.

Current agent ceiling

An agent can run 4 of 5 steps 1 of them behind a human approval gate ⏸

Irreducibly human (1): Hold the meeting and take minutes (needs a human)

How it runs

Route-coded block flow: emerald = agent, amber = manual form/portal, red = needs a human. ⏸ approval gate · ⏳ async wait.

01Schedule the board cadence

agent

or:Cal.com logoCal.com60·SavvyCal logoSavvyCal26

1 API call
  • POST /scheduled_events

02Prepare the minutes template

agent
via:Notion logoNotion59Google Drive

or:Linear logoLinear56·monday.com logomonday.com52

03Hold the meeting and take minutes

human

04Circulate minutes for signature

agent
Docusign logoDocusign37⏸ approval gate

or:Clerky logoClerky37·Ironclad logoIronclad37

05File signed minutes in the data room

agent
via:Google DriveDropbox

The market options

Each role resolves against its arena’s live leaderboard — the default is the process’s canonical vendor, alternatives ranked by agent-readiness.

Simulate this process

simulated dry run from the mapped process — no real calls are made
For agents Process manifest (JSON)·/llms.txt