Microsoft Integration

Effortless Board Management with Microsoft + Boardable

Bring everything together in one platform to save time, reduce complexity, and keep your team connected.

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Microsoft Users can Streamline Board Meetings Like Never Before

Simplify Meetings with Microsoft Teams

Use Boardable to create and manage Teams meetings, connecting your board without extra steps.

Integrate Documents Seamlessly

Import SharePoint and OneDrive files into Boardable for use in agendas, packets, or discussions.

Ensure Files Stay Current

Changes made to documents in Microsoft platforms automatically update in Boardable, ensuring everyone works from the latest version.

Centralize and Share Effortlessly

Keep all your board resources in one place, accessible from anywhere.

The Power of Boardable + Microsoft

See how Microsoft integration enhances your Boardable experience.

Microsoft Teams Meetings

Schedule Microsoft Teams video meetings directly in Boardable. Create and update Teams meetings without leaving your board management platform.
SharePoint + OneDrive

Build board packets by seamlessly integrating SharePoint and OneDrive documents. Import, view, and manage files directly in Boardable without switching apps. Select and upload multiple files at once for agendas, attachments, or discussions.
Real-Time Updates

Automatically sync changes made in SharePoint or OneDrive, so your files in Boardable are always up to date. Keep shared privileges updated automatically for uploaded documents.

Microsoft User?
Here is how you benefit.

Executive Directors

Save time by managing meetings and documents within one platform.

Admins

Access up-to-date materials and meeting links from a single source.

Board Members

Collaborate more efficiently with tools already familiar to your team.

Key Features

Integrated Teams Meetings

Host and manage video meetings without leaving Boardable.

Sharepoint + OneDrive Integration

Import, view, and manage documents directly in your board management platform.

Automatic Updates

Sync file changes in real-time to avoid version conflicts or confusion.

FAQs

Frequently Asked Questions

Which Boardable plans is this integration included in?

All Boardable customers on any plan type will be able to access this rich integration at no additional cost.

What does Microsoft integration include?

This integration connects Boardable with Microsoft Teams, SharePoint, and OneDrive for seamless video conferencing and document management.

Why is this useful for my board?

The integration saves time, simplifies collaboration, and ensures everyone has access to the latest information—all while using the Microsoft tools your team already relies on.

Do I need a Microsoft 365 account?

Yes, a Microsoft 365 account is required to access the Teams, Sharepoint, and OneDrive integration features.

How does document syncing work?

Any changes made to files in SharePoint or OneDrive are automatically reflected in Boardable, ensuring everyone stays on the same page.

Is my data secure?

Yes, all data remains secure within both Boardable and Microsoft’s trusted platforms.

Integrations

Plays Well with Your Tech. Backed by a Team That Gets Governance.

Boardable connects easily with the tools you already use—no IT ticket required. Plus, 24/7 help center and a dedicated Success team trained on nonprofit governance.