In strata there are some interesting platforms available to conducting Annual General Meetings (AGM). While these products does their job well in conducting the meeting and tasks associated with it, the strata managers or strata businesses still has to do considerable amount of planning work before conducting the AGM. While they can be considered the less important by some, these are yet requires being done by someone in the team in every strata company.
Keep track of upcoming AGMs, sending out prior notice emails asking for motions and potential dates, creating your meetings for online and hybrid emails, preparing AGM notice, etc. are some of the tasks every strata team must do, before their AGM. Today there is a human team member, whether their onshore or offshore doing these tasks. In this article I want to show how you can get AI to do all those tasks for you.
Imagine having an AI assistant that proactively track your upcoming AGMs in the strata system, and then inform the strata manager in advance. Your team no longer have to manually check the strata system for upcoming AGMs. While this may sound like a small step, this will allow the team to focus on more important items than cross checking strata system. AI assistants like Merlo AI can not only track the upcoming AGMs in each strata manager’s portfolio, it can also draft the key email notices, create Teams meetings, and send reminders to committee and owners during the AGM preparation stage.
For an example, if you are a strata manager, imagine the impact of having an AI assistant, who keeps track of your AGMs, let you know 3 months in advance, then draft your emails using your own templates, add attachments, create Teams meetings, Book your calendar and share important portfolio information on the day of the meeting.
Today when it comes to AGM preparation, Merlo AI helps strata managers to:
- Keep track of upcoming AGMs across the portfolio
- When AGM is in next quarter. inform strata manager 3 months in advance
- Draft the initial notice to the committee requesting motions and confirming the date
- Create Teams meeting and calendar records in Outlook
- Prepare personalised AGM notices to owners with calendar invite and other attachments and inform strata manager
- Prepare a meeting reminder to all owners 2 days prior to the AGM
- Share AGM briefing with strata manager on the day of the AGM with all key information about the plan
- A visual dashboard with 360 degree view of all AGMs and their statuses
As you can see, having an AI performing these tasks can be a massive efficiency boost for any strata business managing multiple plans. While it will result in reduced workload, it will also help the strata managers to be more efficient when it comes to managing their portfolio.
If you want to see if this can work in your strata business, sign up for a demo at www.merlo.ai/book-a-demo.