We move your board documents for you
If your minutes, policies and board packets are in a shared drive or another board portal, our team moves them into Karma Compass at no extra charge on Compass Pro and Compass Organization.
Book a migration callAI-powered board management for nonprofits Your nonprofit’s board and committee meetings, prepared for you.
Karma Compass drafts agendas and meeting minutes, collects RSVPs and votes by email, and follows up on action items. Your staff can save 50% of the time they spend on board management operations. Work from ChatGPT or Claude. Your directors never need a login.
Start free
Free to start, and we do not ask for a card. We move your documents for you.
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.
Agents write the drafts. Someone on your board approves each one.
Every agenda, set of minutes and vote starts as a draft. It becomes official only when someone with the authority to approve it does.
The agents prepareA person on your board decides
- A draft agenda and board packet, built from open businessThen: The chair or another approver signs off before it is sent to directors
- Draft minutes from your notes or a transcriptThen: The secretary edits and adopts them; until then they stay a draft
- A motion, set up with the voting rules from your bylawsThen: A board officer opens the vote before anyone can cast a ballot
- New board members, read from the list you pastedThen: A board officer or administrator reviews the list before anyone is added
- An update to the board from a check you set upThen: A board officer reads it and chooses to send it
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, secretary, board assistant or an administrator can stop them in Settings at any time.
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.
Your board roster
Karma Compass finds your directors on your website and fills in the roster, so you do not type it up. You add any missing email addresses and confirm it.
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.
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.
Your next meeting date
Schedule the meeting and a draft agenda is waiting for you, built from the business that is still open.
Mission Control: what needs you today
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
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 or a transcript, 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.
Agents write the drafts. Nothing is sent or recorded until someone on your board approves it. See who approves what
Prefer Claude, ChatGPT or Codex? Connect the assistant you already use to your board’s record. See how it works
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. A draft agenda is ready for you to review, built from the business still open. 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.
What else is in Karma Compass
Checks that run on a schedule, and a home for your members, votes and records.
Checks that run on a schedule
Turn on a check and it looks for you: whether enough people have said yes for quorum, whether the agenda has gone out, whether a filing deadline is close. Anything it finds shows up in Mission Control.
Also in Karma Compass
Each has its own page in the app.
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
Try it on your own board
Every new organization starts on Karma Compass Organization, free for two weeks. Nothing becomes official until your board approves it.
Connect the tools your board already uses
Email and your own AI assistant work on every plan today. Connections to the other tools below come with the Karma Compass Organization and Enterprise plans, and each one is marked with the plan that includes it.
- EmailEvery plan
Custom AI agents in Slack and Microsoft TeamsKarma Compass Organization
QuickBooks and accounting system integrationKarma Compass Organization
Your own AI assistant
Connect the assistant you already use. It acts with your permissions, and approvals and adopted minutes still need your click.
See how it works- ClaudeEvery plan
- ChatGPTEvery plan
- CodexEvery plan
- Your CRMEnterprise
- Donor databasesEnterprise
- SSO and SAMLEnterprise
Have questions? Get a demo
We set it up with you
You do not have to move a board on your own. On Compass Pro and Organization our team brings your existing documents into Karma Compass, and anyone can spend an hour with us on where AI can help.
An hour on AI for your nonprofit
Spend an hour with us going through how your organization runs today, and leave with two or three places AI could save your staff or board time.
Book my free consultation
There is a weekly community call too. See all free resources
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. It holds the agenda, the board packet, RSVPs and quorum, votes, minutes and action items, and carries anything unfinished into the next meeting.
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.
Can we use Claude or ChatGPT with Karma Compass?
Yes. A board member can connect Claude, ChatGPT or Codex from that app’s connector settings. It works as that member, on the board they choose, so it can read and do only what they can. Approving, adopting minutes or inviting someone is one click by that member in Karma Compass, from a link the assistant gives them, and it votes only when the member tells it how. Every action is recorded as taken through that app, and the member can disconnect it at any time in Integrations. What the assistant reads goes to its provider under that company’s terms, so check its data settings before you connect. It is included in every plan.
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. Everyone on your board can read its records, and what each person can change, 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 Organization trial work?
Every new organization starts on Karma Compass Organization, 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 4 meetings a year. When you mark a meeting held, Karma Compass drafts its minutes from the attendance, quorum and agenda. It is always free. Ask Compass, agenda drafts, minutes drafted from your notes or transcripts, Mission Control and playbooks 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 a paid plan to Free deletes nothing.