Creating Your First Assembly
A step-by-step overview of creating an assembly in Assembley — naming it, choosing its type and mode, setting eligibility, and what happens between draft and going live.
An assembly is a single meeting or vote — an AGM, an extraordinary meeting, a board election, or a standalone resolution. Creating one is where you turn a register of voters into an actual event. This article walks through the decisions you make along the way.
Name and type
Start by giving the assembly a clear title (for example, "Annual General Meeting 2026") and choosing what kind of meeting it is. The type sets expectations for the agenda and the record — a routine AGM, an extraordinary general meeting, a board election, and so on.
Meeting mode
You also choose how people take part:
- Remote — everyone joins online.
- In-person — the meeting happens in a room, captured digitally.
- Hybrid — a mix of both.
The mode shapes how participants are onboarded and how presence is recorded. See Remote vs In-Person Participation.
Who can vote: eligibility
Every assembly has an eligible set of voters. You can let everyone in your register vote, or restrict the assembly to a single voter group — useful when one register serves several meetings (say, a shareholders' AGM and a separate board election). You can also exclude specific individuals.
A key point: the eligible set is fixed when the assembly goes live. Up to that moment you can adjust the register and eligibility freely; at go-live, Assembley takes a snapshot so the meeting's basis can't shift underneath it afterwards. See Sending Invitations and Managing Eligibility.
The agenda
An assembly needs an agenda — the list of items to be decided. You can add items now or after creating the assembly. Each item has a type (a resolution to pass, an election to run, a poll, or an announcement). See Building the Agenda.
Quorum and voting settings
If your statutes require a quorum — a minimum level of representation for decisions to be binding — you can enable it and set the threshold. For share-based organisations, quorum is measured against share capital; for associations, against members present. See Understanding Quorum.
Draft, then live
A newly created assembly sits in draft: you can refine the agenda, eligibility, and settings as much as you like. When everything is ready, you take it live — at which point the eligible register is fixed, invitations go out, and voting can begin. See Running a Live Assembly.
Where to go next
Build out the meeting with Building the Agenda and Sending Invitations and Managing Eligibility. New to the platform? Start with Getting Started with Assembley.
Related articles
- Building the AgendaHow to structure an assembly's agenda in Assembley — the kinds of agenda items (resolutions, elections, polls, announcements), ordering them, and how each is voted on and recorded.
- Remote vs In-Person ParticipationHow Assembley supports remote, in-person, and hybrid assemblies — the differences in how participants join and how presence and votes are captured into one consistent record.
- Running a Live AssemblyWhat happens when an assembly goes live in Assembley — fixing the eligible register, tracking presence, opening agenda items for voting, watching results in real time, and closing the meeting.