Trustee minutes drafted before everyone leaves the room.
Log the key decisions and actions from the meeting. Your AI assistant drafts the trustee minutes and any reporting required for your funders. You review and file.
trustee minutes
A formal record of trustee board decisions, actions agreed, conflicts of interest declared, and matters discussed. Required by the Charity Commission and essential for governance. Must be approved and filed within a reasonable timeframe.
Without Forge
Notes taken during the meeting by the secretary. Typed up into a minutes document in the following days from the notes. Circulated to trustees for approval. Filed in a shared folder. Typically takes 1-2 hours of volunteer time per meeting.
With Forge
Key points and decisions logged during the meeting into Forge. AI assistant drafts the trustee minutes in the standard format from the notes. Secretary reviews, circulates for approval, and files. Minutes ready the same day as the meeting.
The problem
Where the time actually goes.
Small charities and clubs are typically run by volunteers with full-time jobs elsewhere. The governance and compliance burden is substantial: trustee meeting minutes, annual returns to the Charity Commission, grant reports to funders, safeguarding records, and DBS check tracking. All of it falls on the secretary or the chair in their personal time.
Without Forge
- Trustee minutes typed from meeting notes days after the meeting
- Annual Charity Commission return compiled from scattered records
- Grant reports written from memory and old emails
- DBS check expiry dates tracked in a spreadsheet or forgotten
- Safeguarding records stored in a folder no-one can find
With Forge
- Trustee minutes drafted from meeting notes the same day.
- Annual return information pulled from your Forge records. Draft ready in minutes.
- Grant reports drafted from your project and spending records.
- DBS expiry dates tracked per-volunteer. Reminders sent automatically.
- Safeguarding records per-person in one place. Always findable.
How it works
Five things. All of them save you time.
Capture
Log decisions, actions and declarations during the meeting or project.
Keep
Full governance records: minutes, resolutions, policies, grant records, volunteer files.
See
Upcoming Charity Commission deadlines, grant report due dates, and expiring DBS checks.
Produce
Trustee minutes and funder reports drafted from your records. You review and file.
Automate
Annual return reminder. Grant report reminder before the deadline. DBS renewal flagged.
Get started
14 days free. No card needed.
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Forge is an agent workspace: a place your AI assistant can read your jobs, draft the paperwork, and keep everything in order. You bring your own AI (Claude or ChatGPT). Forge is the brain they plug into.