BoardFlow vs Boilerplate

BoardFlow is a freemium browser tool that records workflows and turns them into role-based onboarding guides. Its Chrome extension captures clicks, form inputs, page navigation and tab switches across browser tabs. Generated guides contain numbered titles, plain-English descriptions, URLs and screenshots, and can be edited before publication. Organizations assign guides to teams and positions so employees receive relevant checklists, while owners and managers can view completion status. Public links allow viewing without an account. BoardFlow also describes timestamped, exportable workflow documentation with screenshots for audit use. The web app for guides, team management and checklists runs in any modern browser without installation. The Free plan includes one team, 10 guide recordings, Chrome recording and public sharing links. Pro costs $5 a month and includes three teams, 50 recordings total, unlimited members, advanced progress tracking and priority support. Business costs $15 a month with 20 teams and 100 recordings; organization dashboards are marked as coming soon. Recordings are stored on BoardFlow’s servers.

Boilerplate provides portals and reusable checklists for document requests, onboarding, and recurring paperwork. A checklist can combine digital forms, fillable PDFs, file uploads, e-signatures, and assigned tasks. Its dashboard tracks whether items are open, closed, returned for updates, or ready for review, alongside due dates and expirations. Due dates can trigger email reminders to recipients with overdue items. Users can personalize and prefill PDFs, collect e-signatures, and verify signed documents using an encrypted hash. Administrators choose how long files and data remain on the service; files are automatically removed afterward. The application is web-based, so clients need not download an app; users can upload files from a desktop or capture them with a mobile device. Listed live integrations include AWS S3, Box, Egnyte, Google, Lever, Microsoft 365, and Salesforce. Boilerplate describes AES-256 encryption, optional client-side encryption, key shredding, multi-factor authentication, firewalls, monitoring, and third-party penetration testing. Its security page says files are hosted on AWS servers in the United States and lists HIPAA compliance safeguards. Pricing is available on request.