Boardable: Board meeting platform for nonprofits with AI-generated minutes, an in-meeting assistant, and AI insights that turn discussion into action items. WINN.AI: A real-time AI sales assistant that joins calls to provide playbook guidance, capture data, take notes, and automatically update the CRM. Which one wins depends on your platform mix, budget, and how hands-off you want notes to be.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist Boardable when drafting compliant minutes for nonprofit board meetings from transcripts matters most, and WINN.AI when sales leaders standardizing methodology and execution across a team matters most. Run both through a week of actual calls to see which suits your workflow.
Board meeting platform for nonprofits with AI-generated minutes, an in-meeting assistant, and AI insights that turn discussion into action items.
A real-time AI sales assistant that joins calls to provide playbook guidance, capture data, take notes, and automatically update the CRM.
Boardable is a board management platform designed primarily for nonprofit, public-sector, and mission-driven organizations to handle the full board meeting lifecycle, from agenda building and document management to voting and task tracking. Its governance features center on making board meetings more effective and the resulting records more transparent. Boardable's AI tools, which are opt-in, focus on the meeting itself: AI-Generated Minutes lets users upload a VTT transcript from an external meeting on Zoom, Google Meet, or Teams and produces a draft set of minutes, eliminating much of the manual documentation work. An In-Meeting Assistant provides on-the-spot answers and recaps to fill knowledge gaps without interrupting the discussion, while AI Insights turns raw discussion into concise, actionable outputs and next steps. The platform also offers Boardable Consultant, an AI chatbot trained on nonprofit governance and board best practices that provides guidance on strategy and compliance. Boardable states its AI tools use Claude by Anthropic with a zero-retention configuration for privacy. The product is aimed at small to mid-size boards that want structured meeting preparation, documentation, and follow-up in a single secure governance system. Pricing varies by plan. Check the official website for current pricing.
Best suited for
WINN.AI is a real-time AI sales assistant built for sales reps, sales leaders, and revenue operations teams who want consistent execution on customer calls. During a meeting, WINN listens to the conversation and shows the rep, in real time, which playbook topics have been covered and which still need to be addressed, surfacing cues, suggested questions, and battle cards so reps stay on message and handle objections consistently. Sales leaders can encode their playbook and align it to common methodologies such as MEDDIC, MEDDPICC, SPICED, Challenger, and BANT so that the same process is reinforced across the whole team. Beyond live guidance, WINN automates the administrative side of selling: it takes notes, captures structured data from the conversation, updates CRM records including custom fields, and can draft follow-up emails and help with meeting preparation. It integrates with CRM and meeting platforms including Salesforce, HubSpot, Zoom, and Google Meet, syncing captured data automatically to reduce manual entry. WINN.AI is positioned as a revenue execution platform that combines real-time meeting coaching with automated note-taking and CRM hygiene, making it best suited to B2B sales teams that run structured discovery and demo calls. Pricing varies by plan. Check the official website for current pricing.
Best suited for
Boardable is a free tier with paid upgrades (freemium); WINN.AI is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | Boardable | WINN.AI |
|---|---|---|
| Core capability | AI-Generated Minutes from uploaded VTT transcripts (Zoom, Meet, Teams) | Real-time playbook tracking that shows covered and remaining topics during calls |
| Standout feature | In-Meeting Assistant for real-time recaps and clarifications | Live cues, suggested questions, and battle cards for handling objections |
| Team usage | AI Insights that convert discussion into action items and next steps | Support for sales methodologies like MEDDIC, MEDDPICC, SPICED, and BANT |
| Integrations | Boardable Consultant AI chatbot trained on nonprofit governance best practices | Automatic note-taking and structured data capture from conversations |
| Languages & capture | Agenda builder, document management, and task tracking | Automated CRM updates, including custom records, plus follow-up email drafting |
| Best-fit workflow | Digital voting and approvals | Integrations with Salesforce, HubSpot, Zoom, and Google Meet |
Boardable
Choose Boardable if you need drafting compliant minutes for nonprofit board meetings from transcripts — strengths include tailored to nonprofit and mission-driven board governance needs.
WINN.AI
Choose WINN.AI if you need sales reps getting live playbook and objection-handling guidance on calls — strengths include real-time, in-call guidance keeps reps aligned to the sales playbook.
Boardable
WINN.AI
It depends on your workflow. Boardable is strong for drafting compliant minutes for nonprofit board meetings from transcripts, while WINN.AI is strong for sales reps getting live playbook and objection-handling guidance on calls. Both transcribe and summarize meetings.
Boardable is a free tier with paid upgrades and WINN.AI is a free tier with paid upgrades. Check each vendor's pricing page for the latest plans and free-tier limits.
Sure. Running both makes sense when their strengths don't overlap and the budget allows.
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