Actions & follow-through

    Make sure every decision goes somewhere. Turn decisions into assigned actions or governance workflows, with clear owners, deadlines and progress through to completion.

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    How actions & follow-through works

    Make sure every decision goes somewhere. Turn decisions into assigned actions or governance workflows, with clear owners, deadlines and progress through to completion.

    Book a walkthrough
    01

    Decisions become assigned work

    Every action item captured in the meeting becomes a tracked item with an owner and a due date, visible alongside the rest of the group's governance work.

    02

    Formal actions open the right workflow

    Where a decision requires a corporate action: an appointment, a share issue, an address change: it opens the guided workflow with the documents and filings it needs.

    03

    Progress visible to the board

    The board can see what has been done since the last meeting, what is in progress and what is overdue, without asking for a status update.

    04

    Completion updates the record

    When the work completes, registers, entity details and the document vault update, so the corporate record reflects the decision the board actually made.

    Questions, Answered.

    Everything teams ask before they move their corporate record into EntityFlo.

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    Action items are proposed from the minutes, but nothing is created without confirmation. You decide which items become tracked actions or full governance workflows.

    Yes. Outstanding items remain open and appear against the next meeting, so follow-through is reviewed rather than forgotten.

    Any user in the workspace with access to that entity, including delegated administrators and advisers, with due dates and reminders per assignee.

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