Karma Compass

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.

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.

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.

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.

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.

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.

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.

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.