Using Surfboard AI as your personal board secretary
Surfboard AI can help you accomplish all sorts of tasks. Just click on the Surfboard AI button at the bottom of the main navigation and type in your request.
You can ask questions like:
When is my next board meeting?
What topics should I include in my company update?
Who is the most active member of my workspace?
Or make requests like:
Help me draft a company update
Schedule a new board meeting.
Creating content with Surfboard AI
You can use Surfboard AI to write or edit content for an Ask, Update, Meeting, or Approval. Just click Draft with AI and choose an option from the dropdown menu. Surfboard AI will prompt you to insert the necessary content based on the option you choose.
Once Surfboard AI has completed your request, you can insert the content into your draft, ask Surfboard AI to try again, discard the content, or type more instructions into the text box.
You can also use Surfboard AI to edit existing text. Just highlight the text you want to edit and click Draft with AI in the text editor.
You can use Surfboard AI to do the following tasks:
Write a company update
Create a retrospective on your company objectives
Share bad news
Improve writing
Fix typos and grammar
Make longer
Make shorter
Continue writing
Find action items
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