The home page: two buttons — send a bot, or record in the room.
01Send a bot to the meeting — for an online call (Zoom, Teams or Google Meet). Paste the link and the bot joins.
02Record in the room — for an in-person meeting. Records on this device, no link needed.
Both lead to the same screens and give the same result — only the audio source differs.
Start here: the two screens
Your private control screen. Push (on each card) shows it on the room screen; “Open room screen” shares it; “Hang up” ends the meeting.
01Think of it as the driver's seat. Keep it on your own laptop.
02It shows everything: alignment, agenda, decisions, actions, insights, and the running Notes.
03Each card has its own Push button at the top right. Click it to show that card on the room screen.
The room never sees this screen. Do not share it.
The shared screen the room sees: agenda across the top. Push a card from your console and it appears below — it only changes when you press a button.
01Open it with the “Open room screen” button on your control screen.
02Top: the agenda strip. Below it: the one view you choose to show.
03It stays calm and still. It only changes when you press a button.
This is the screen you share on the call or put on the projector.
Showing it to the room: please read
01First, open the shared screen with “Open room screen”.
02In Zoom, Meet, or Teams, click Share.
03Choose “Window”, not “Whole screen” or “Desktop”.
04Pick the BoardBot room screen window (the dashboard, not your controls).
05Now the room sees only the dashboard, not your buttons.
If you share the whole screen by mistake, people will see your controls. Always pick the window.
Running the meeting
01On the home page, click “Send a bot to the meeting” for an online call, or “Record in the room” for an in-person meeting.
02On the next page, paste the meeting link (for a bot). Title and agenda are optional — one agenda item per line.
03Press “Dispatch bot” (or “Start recording”). The bot joins the call for you.
04Your control screen opens. From here you run everything.
No keys needed to try it. BoardBot runs in a demo mode with no setup.
01Find the blue Push button at the top right of a card.
02Click it: that card shows on the room screen, and the button turns solid blue and reads “On screen”.
03You can push Agenda, Alignment, Decisions, Actions, Still on the table, or Insights.
04Or use the ← and → arrow keys to page between them. The room sees one thing at a time.
01Press “Hang up” on your control screen.
02The bot leaves the call and the meeting is finished.
Reading the meeting
01Green dot means done. Orange means being discussed now. Grey means not started.
02The item you're on is marked “now”.
01The line shows agreement going up or down over the meeting.
02The sentence underneath sums up where the room is.
03“To converge” lists what's still being worked out: open questions and disagreements.
It's about agreement, not ticking off agenda items.
01It adds each key moment: agreed decisions, resolved items, open questions, tensions, and insights.
02Newest is at the top, so the latest is always easy to see.
03Nothing disappears. You can look back over the whole meeting.
It's like the meeting's memory, handy for a quick recap at the end. It stays on your screen, not the room's.
01A decision is something the board agrees on, shown without names.
02An action is a task someone will do; the owner's name is fine here.
Keyboard shortcuts
Show the next view
→
Show the previous view
←
Clear the search box
Esc
FAQ
Do I need to install anything or add keys?
No. You can try the whole thing with no setup. It runs in a demo mode.
I shared my screen and people saw my buttons. What went wrong?
You shared the whole screen. Next time, click Share, choose “Window”, and pick the BoardBot room screen window. Then the room only sees the dashboard.
Will people see who said what?
No. The shared screen never says a person agreed or disagreed; it keeps things about the room, not individuals. (Naming who owns an action is fine; that's just a task.)
Why can't the room see the alignment number?
On purpose. The shared screen stays calm and hides the number. You can still see it on your control screen.
Can the shared screen update on a different computer?
For now the buttons drive the shared screen in the same browser. Driving a screen on another device is coming soon.
