Sonarview Boards

Description

From the marketplace listing

Sonarview Boards is a corporate governance platform for Brazilian companies, holdings and family offices: boards and committees, meetings, agendas, resolutions, minutes, tasks, shareholders and documents. This plugin lets ChatGPT work with your Boards account using your own login and the same permissions you have in the platform. Ask for your pending items (votes, meeting invitations, minutes, tasks), the next meetings and their agendas and materials, open resolutions with text, quorum and vote count, the tasks of a board or committee, minutes, shareholders and attorneys, corporate acts, succession plans, business plans and milestones, investor and CVM obligations, and the validity of digital certificates. ChatGPT can prepare a meeting briefing, search inside documents, and read PDFs and text files from the Data Room, the Library, board folders and meeting materials that you can open, and search the Help Center. With write access, ChatGPT can create a task, change a task's status, comment on a task, add an item to a meeting agenda, record progress on a business plan, schedule or edit a meeting, save the draft of the minutes, attach a meeting transcript to its materials and save a text as a PDF document in the Library or the Data Room. Writing only adds or changes what the user could change on screen; it does not send email invitations. Voting, signing, approving minutes, opening a resolution for vote, publishing announcements and deleting stay in the platform. The connection is turned on per organization by its administrator, and each tool call appears in the organization's activity log. The interface and data are in Brazilian Portuguese.