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Boardy AI Review: How I Combine Boardy With an AI SDR to Book More Meetings

Boardy AI Review: How I Combine Boardy With an AI SDR to Book More Meetings

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Boardy is an AI superconnector that books double opt-in meetings with people from its own network. I run it next to my AI SDR and both work from the same ICP.

Each intro lands in my inbox with a reason for the match. I say yes to the ones that fit and skip the rest.

Then the pattern behind those intros goes to my AI SDR Agent Frank. He takes that segment and runs outreach across every account in it.

This Boardy AI review covers setup and pricing and the gaps I hit. It also covers how I combine Boardy with an AI SDR so each one does the job it is best at.

What is Boardy AI?

Boardy is an AI superconnector built by Clearco co-founder Andrew D'Souza. You tell it who you need to meet and it finds that person among the people it has already spoken with.

It launched in October 2024 and now reports 248,000+ people spoken with and 255,000+ introductions made.

AI lead generation tools search a contact database. Boardy searches its own conversations instead and connects two people only after both say yes.

How do you set up Boardy?

You can set Boardy up in two ways. You can message it directly from boardy.ai or you can let your AI assistant introduce you.

I recommend the AI assistant route. It writes your first email to Boardy from what it already knows about you so the brief starts out richer than anything you would type from scratch.

Here is how the AI assistant setup works:

  • Start from your AI assistant: Open boardy.ai and pick ChatGPT or Claude. The assistant drafts one email to Boardy from what it already knows about you.
  • Check the draft: You see the address and subject and body before anything goes out. It also asks you to confirm your profile links.
  • Send it from your own inbox: Nothing sends until you approve it and the email goes out from your address.
  • Answer the follow-ups: Boardy replies by email and asks a question or two when it needs more context.
  • Wait for the match: Boardy reports a 17-hour average time to match.
  • Connect your calendar for Pro: Ask Boardy for the link and Google Calendar connects in a couple of taps. From then on Boardy books the meetings for you.

One tip matters more than the rest. Brief Boardy the way you would brief a new SDR on day one.

Name the role and the company type and the reason you want the meeting. The match quality follows the brief.

What does a Boardy intro look like?

Boardy sends every intro straight to my email. Here is one it gave me.

[SCREENSHOT: Boardy intro email. Upload blurred image here. Alt text: Boardy intro email]

I reply yes to the ones that fit and skip the rest. Then Boardy asks the other side to opt in and writes the introduction email for both of us.

How do I combine Boardy with Agent Frank?

Boardy and Agent Frank cover different parts of the same pipeline. Here is how I clubbed the two.

  • One ICP for both: I wrote my ICP once. I gave the same brief to Boardy and loaded it into Agent Frank inside Salesforge.
  • Boardy works the intros: Matches land in my email and I reply yes or skip.
  • Boardy books the call: With my calendar connected Boardy Pro schedules the meeting once both sides opt in.
  • Agent Frank works the segment: When Boardy keeps matching one kind of company I add that segment to Agent Frank. He pulls the rest of those accounts from Leadsforge and starts outreach.
  • No double touch: Anyone Boardy introduced stays out of Agent Frank's sequences.

Agent Frank runs inside Salesforge. Leadsforge hands him contacts with data enrichment already done.

Before he writes to anyone he researches the prospect and the company and the buying signals around them. He can run on Auto-Pilot or on Co-Pilot where I review each message first.

So Boardy opens a few accounts with an intro. Agent Frank takes the same profile and works every other account in it.

Boardy vs Agent Frank: which deals should each one handle?

These two tools do different jobs. The table below shows how I split the work between them.

CriteriaBoardyAgent Frank
What it isAI superconnector for introsAI SDR inside Salesforge
Where contacts come fromPeople Boardy has spoken withLeadsforge 500M+ contacts plus your own lists
Consent modelDouble opt-in before any contactOutbound to your ICP
ChannelsEmail plus messaging apps and LinkedInEmail and LinkedIn sequences
Best deal typeHigh-touch deals that start with an introB2B deals between $5K and $100K
Follow-upBoardy Pro schedules and follows upAutomated follow-ups until a meeting is booked
TargetingYou brief Boardy and it picks the matchICP filters with prospecting 24/7
PricingFree tier plus Boardy ProPriced per active contact

For a side-by-side look at the AI SDRs on the market check this AI SDR comparison.

How much does Boardy cost in 2026?

Boardy's core product is free. Write-ups from mid-2026 put the free tier at three introductions per day with unlimited conversations.

Boardy Pro launched in June 2026 at $100 per month according to launch coverage. The first 5,000 Pro signups got it free for life and that cap reportedly filled in two hours.

Boardy's own website does not list a price. Access to Pro starts when you ask Boardy to connect your Google Calendar.

FeatureBoardy (free)Boardy Pro
Price$0$100 per month (reported)
IntroductionsAbout 3 per day (reported)Priority intros
SchedulingYou coordinate times yourselfReads your Google Calendar and books meetings
Email threadsNot includedCC Boardy and it finds the time
MeetingsNot includedJoins Google Meet or Zoom or Teams
Follow-upManualKeeps threads moving after the intro

Confirm the current price inside Boardy before you plan a budget around it.

What does Boardy do well?

  • Context with every match: Each intro explains why the other person fits in a few lines tied to my brief.
  • Double opt-in by default: Nobody gets my details until both sides say yes, so the first call starts warm.
  • Speed: Boardy reports a 17-hour average match time and I never had to chase it.
  • Low setup: There is no new app to learn because everything runs over email.
  • Pro follow-through: Boardy Pro can book a call from an email thread when you CC it and it can join the meeting.

Where does Boardy fall short?

  • You do not control volume: Boardy decides when a match is good enough. Honestly that is the biggest trade-off.
  • The network has edges: Boardy can only introduce people it has spoken with and that pool leans toward founders and startup operators.
  • Not every match fits: Some intros land outside my ICP and need a skip.
  • No sequencing or CRM: There is no multi-step sequence or pipeline view. You still need a tool for multichannel outreach and a CRM to track deals.
  • Pricing is not on the website: The Pro price comes from launch coverage and that makes budgeting harder.
  • Enterprise reach is thin: If your buyers sit behind Fortune 500 procurement a superconnector will not replace account-based work.

Who should use Boardy for pipeline?

Boardy is a good fit when:

  • You run a founder-led motion: You need a small number of high-context conversations with partners or investors or early customers.
  • You sell high-touch deals: Some of your best accounts are worth an introduction first.
  • You already run outbound at volume: You want an intro layer that adds to what your sequences already book.

Boardy is a weaker fit when:

  • You need predictable volume: Your pipeline depends on hundreds of first conversations every month.
  • You work a fixed account list: You must reach named accounts on a set timeline.
  • Your deals run through RFPs: Procurement cycles decide the pace more than any intro can.

That second list is where Agent Frank does his best work. He suits B2B teams selling $5K to $100K deals into a market of 3,000+ businesses.

Is Boardy worth it for outbound teams?

For me Boardy is worth it. The free tier costs nothing to test and it adds a second source of meetings from the same ICP.

But it does not replace an outbound engine. I treat Boardy as the intro layer that runs alongside Agent Frank.

Boardy brings the handful of deals that need a real introduction. Then Agent Frank works the rest of my ICP at a volume no superconnector can reach.

That is why it earned a spot in my GTM tools stack.

Agent Frank Agent Frank

Hire Agent Frank

Give him your ICP once and he prospects and runs outbound 24/7.

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Frequently asked questions about Boardy AI

Is Boardy AI free?

Yes. The core Boardy product is free with unlimited conversations. Reports from mid-2026 put the free tier at three introductions per day. Boardy Pro is the paid tier.

How much does Boardy Pro cost?

Launch coverage from June 2026 lists Boardy Pro at $100 per month. The first 5,000 signups got Pro free for life. Boardy does not publish the price on its website so confirm it inside the product.

How do I set up Boardy?

You can message Boardy directly from boardy.ai or let your AI assistant introduce you. I recommend the AI assistant. Pick ChatGPT or Claude on boardy.ai and it drafts one email to Boardy from what it knows about you. You approve it and it goes out from your own inbox.

How does Boardy make introductions?

You tell Boardy who you want to meet and why. It matches your request against people it has spoken with and asks both sides to opt in. Once both agree it sends the introduction and can book the call.

Can Boardy replace an AI SDR?

No. Boardy makes a small number of warm intros from its own network. An AI SDR prospects your full ICP and runs email and LinkedIn sequences at volume. I use Boardy next to Agent Frank for different deals.

Who founded Boardy?

Boardy was built by Andrew D'Souza, who co-founded Clearco. It launched in October 2024 and the AI itself pitched investors during its seed round.

Can I use Boardy to book B2B sales meetings?

Yes. Boardy lists customers among the intro types it makes. I use it for meetings with my ICP and reply yes or skip on each match.

Does Boardy integrate with Agent Frank?

Not directly. I run the handoff by hand. Boardy intros go to my calendar and the segments behind them go into Agent Frank inside Salesforge.

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