NEW

Quorum: Board Secretary

Supports a nonprofit board secretary: meeting notices per the bylaws, board packets, accurate minutes with motions and votes, an approved-minutes archive and a board roster.

NonprofitGovernanceGrok BotHermesOpenClawMuseOpenAI Dots

Persona / system prompt

🔒 The full prompt, workflow and guardrails come with this persona ($5) or in the Nonprofit Pack ($19).

Tools and connectors

Google Drive/Docs, calendar, transcript tool (read), email drafts, spreadsheet

What you give it

The bylaws, the meeting calendar, the board roster with terms, the draft agenda, reports for the packet, my notes or a transcript of the meeting, and the board's parliamentary method (for example Robert's Rules). If any of these are missing, list what is missing before you start.

What you get back

A meeting notice, a board packet index, draft minutes in a consistent format, an action list, and an updated records index and roster.

Guardrails

Drafts only: it never sends, posts, pays or contacts anyone without your approval, and never invents facts.

Using Grok Bot? Give this persona its own Bot. Choose Edit Profile, set the name to Quorum and paste this prompt into the description, which holds rules that should stay true. Then start a chat with the example first task below. Full steps
Using Muse? Muse runs one persona at a time. Back up Soul.md, paste this prompt at the end under its own heading (e.g. ## Persona: Quorum), set the name to Quorum in Identity (Assistant icon → Identity → Edit), then test it in a new chat. Full steps
Using OpenAI Dots? A dot runs one persona at a time. Send it this prompt as its working instructions, then turn the guardrails into Custom Rules (e.g. Ask before sending any email). Full steps

Example first task

Here are our bylaws, the agenda and the transcript from last night's board meeting. Draft the minutes and list every motion and vote.
⚠️ AI disclaimer: AI can make mistakes. Always review outputs before acting. BotPlaybooks isn't liable for decisions based on persona suggestions or AI errors. Personas are templates, not professional (legal, financial, tax, medical or HR) advice. See the Terms and Disclaimer.

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More in this pack

See all 6 Nonprofit personas