Make Every Board Meeting,
Donor Call, and Grant
Discussion Count.
Non-profits can't afford to waste staff time on admin when every hour should go toward mission delivery. Board decisions go undocumented, donor follow-ups slip through the cracks, and grant meeting details vanish. Upmeet captures it all, including in-person site visits and community events, for just $14.99 per month.
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The meeting challenge for Non-Profits
Board Decisions Are Poorly Documented
Board meetings produce critical governance decisions, budget approvals, strategic direction changes, and policy updates, but minutes are often incomplete, delayed, or never finalized. When questions arise months later, there is no reliable record to reference.
Donor Follow-Ups Get Missed
Cultivation calls and donor meetings surface commitments, interests, and next steps that need prompt follow-up. Without structured notes, development staff rely on memory, and warm leads go cold before anyone circles back.
Grant Meeting Details Disappear
Meetings with funders, program officers, and internal teams about grant applications and reporting generate specific requirements and deadlines. When those details are lost, proposals miss the mark and reporting becomes a scramble.
How Non-Profits Use Upmeet
Document Board Meetings With Governance-Ready Notes
- Upmeet joins your board meeting, virtual or in-person via the mobile app, and generates structured minutes with motions, votes, decisions, and action items.
- Share the complete record with the full board within minutes of adjournment, not weeks.
- Every board meeting becomes a searchable, auditable record your governance committee can rely on.
Track Donor Relationships From Every Conversation
- After every donor call, site visit, or cultivation lunch, Upmeet produces a summary with commitments made, interests expressed, and follow-up tasks.
- Push notes to your CRM or Google Drive so the whole development team stays aligned on every relationship.
- No more warm leads going cold because a follow-up fell through the cracks after a busy week.
Keep Grant Meetings Organized and Actionable
- Meetings with program officers, grant writers, and funder representatives generate specific deliverables and deadlines that Upmeet captures automatically.
- Action items are assigned to the right people with due dates so nothing falls through before the submission deadline.
- Build a searchable record of every funder conversation to reference during reporting season.
See What Upmeet Generates After Every Meeting
Parkdale Community Kitchen: Q1 Board of Directors Meeting
The board reviewed the Q1 financial report showing $142,000 in revenue against a $138,000 budget, driven by a stronger-than-expected year-end giving campaign. ED Maria Santos presented the proposal to expand the weekend meal program from 2 to 3 days, requiring an additional $28,000 in annual funding. The board approved the expansion contingent on securing a confirmed funding commitment by April 15. Treasurer Raj Patel flagged that the building lease renewal is due in June and recommended beginning negotiations early. The governance committee confirmed the updated conflict of interest policy is ready for formal adoption at the next meeting.
Decisions
- Approved weekend meal program expansion to 3 days, contingent on funding confirmation by April 15
- Authorized ED to begin lease renewal negotiations with landlord before June deadline
- Tabled conflict of interest policy adoption to next quarterly meeting for formal vote
Action Items
This is what you get automatically after every meeting
Connects With the Tools Non-Profit Teams Rely On
Upmeet connects with 13+ tools
Frequently Asked Questions
Is Upmeet affordable for non-profits on tight budgets?
Upmeet is $14.99 per user per month, the most affordable AI meeting assistant on the market. That is less than Fireflies ($18), Otter ($16.99), tl;dv ($18), and Cluely ($20). For non-profits where every dollar needs to stretch toward mission delivery, Upmeet provides enterprise-grade meeting documentation at a price that respects the reality of non-profit budgets.
Can Upmeet capture in-person meetings like site visits, community events, and donor lunches?
Yes. Upmeet's mobile app lets staff record in-person meetings directly from a phone, whether it is a board meeting in a community centre, a donor lunch, a volunteer orientation, or a site visit to a program partner. Most competitor tools only work with Zoom or Teams calls. Non-profit work happens face-to-face, and Upmeet is built for that.
Is our donor and beneficiary data safe with Upmeet?
Upmeet is a Canadian company that stores all data exclusively in Canada, with full PIPEDA, GDPR, and SOC 2 compliance. For non-profits handling sensitive donor information and beneficiary data, this means your records stay within Canadian jurisdiction and are protected by some of the strongest privacy standards available. No data is ever sent to or stored on US servers.
How does Upmeet work when multiple staff attend the same meeting?
Upmeet uses a one-bot architecture, meaning a single assistant joins each meeting and generates one shared set of notes for the entire team. Whether your ED, program director, and a board member are all on the same call, everyone gets the same record with no duplicate bots, no conflicting notes, and no confusion about what was actually decided.
Can Upmeet handle meetings in French or other languages for our multilingual communities?
Absolutely. Upmeet supports real-time transcription in over 30 languages, including French, Spanish, Mandarin, Arabic, Punjabi, and many more. For non-profits serving Canada's diverse communities, this means meetings can happen in whatever language participants are most comfortable with, and Upmeet will still produce accurate notes and action items.