Common Strata Plan Data Lookups via Merlo AI

Overview #

Merlo AI allows you to instantly access your strata system data using natural language directly within Microsoft Teams. That means you can access your data from anywhere in the world securely through Microsoft Teams desktop and mobile apps.

Instead of logging into your strata system and navigating multiple screens, you can simply ask Merlo for what you need. It retrieves and displays the information in seconds.

You can look up:

• Strata plan details
• Committee and manager contacts
• Owner and tenant information
• Lot entitlements
• Supplier and trades contacts
• Corporate notes
• Work orders
• Compliance information

This is especially useful when you need quick answers while on calls, responding to emails, or handling urgent issues.

Looking Up Strata Plan Details #

1. Open the Merlo AI app in Microsoft Teams
2. Ask for the plan details, including the plan number

Examples:

• “Get me the strata plan details for Plan 12345 including the address, lot count, and insurance expiry date.”
• “Get me the strata plan details and committee contact list for Plan 12345.”

What Merlo returns:

• Plan address
• Number of lots
• Insurance details
• Assigned strata manager
• Other key plan-level data

Finding Committee and Manager Contacts #

You can retrieve committee member details instantly.

Examples:

• “Who are the committee members for Plan 98700? I need their emails.”
• “Who is the chairman and treasurer of Plan 44100?”
• “Who is the strata manager for Plan 78900?”

What Merlo returns:

• Names
• Roles (Chairman, Treasurer, etc.)
• Email addresses
• Phone numbers

Use case: Quickly identify the right contact while preparing communications or responding to enquiries.

Looking Up Building Manager Details #

Example:

“Who is the building manager for Plan 55321 and what is their phone number?”

Merlo returns the building manager’s:

• Name
• Phone number
• Email address

Finding Owner or Tenant Details #

1. Ask for the lot and plan number

Examples:

• “Get me the owner details for lot 7 in Plan 12345.”
• “Who are the tenants in lot 3 of Plan 55321?”

What Merlo returns:

• Owner or tenant name
• Email address
• Mailing address
• Contact numbers

Use case: Handling solicitor requests, owner enquiries, or direct communication needs without logging into the strata system.

Retrieving a Full Owner List #

Example:

“Show me all lots in Plan 98765 with owner names and contact details.”

Merlo returns a full list of:

• Lots
• Owner names
• Contact details

Useful for AGM preparation, bulk communications, and ownership reviews.

Looking Up Lot Entitlements #

Examples:

• “Get me the lot entitlements for Plan 44100.”
• “Summarise the total unit entitlements for Plan 88200.”

What Merlo returns:

• Entitlement per lot
• Total unit entitlements

Useful for levy calculations, voting weight, and AGM preparation.

Finding Trades and Supplier Contacts #

You can retrieve contractor details instantly for any plan.

Examples:

• “Find me the plumber for Plan 98765.”
• “Who are all the suppliers for Plan 44100?”
• “Get me the electrician for Plan 55321.”

What Merlo returns:

• Supplier/trade name
• Contact number
• Email address

Use case: Urgent maintenance situations where you need immediate contact details.

Retrieving Corporate Notes #

Corporate notes contain internal information such as instructions, history, and key context.

Examples:

• “Get the corporate notes for Plan 12345.”
• “Summarise the corporate notes for Plan 98765.”
• “Draft an email to the committee summarising the notes for Plan 44100.”

What Merlo can do:

• Display full notes
• Summarise key points
• Turn notes into communications

Using Lookups While on a Call #

Merlo AI is designed for real-time use while speaking to owners, committee members, or contractors.

Example scenarios:

• Owner enquiry → “Who is the building manager for Plan 55321?”
• Solicitor request → “Get owner details for lot 7 in Plan 12345.”
• Committee question → “Get insurance details for Plan 12345.”

Tip: On mobile, use the microphone in Teams to speak your request. Merlo will return results without interrupting your call.

Frequently Asked Questions #

1. How current is the information Merlo returns?

Merlo retrieves data directly from your strata system in real time. The information is as current as what is recorded in your system at the time you ask.

2. What if the information Merlo returns is wrong or outdated?

The data comes directly from your strata system. If the details are incorrect, they need to be updated in the strata system itself. Once corrected there, Merlo will return the updated information automatically.

3. Can Merlo look up information across multiple plans at once?

Yes. For example: *”Show me committee contacts for Plan 12345 and Plan 98765.”* Merlo will retrieve both and display them together.

4. Can I use Merlo for lookups on my phone?

Yes. Open Microsoft Teams on your phone, go to the Merlo AI chat, and ask exactly as you would from your desktop. Voice input is supported too; tap the microphone and speak your question.