Getting Started Archives - AI for Strata Management | Merlo AI

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Why Merlo AI
Integrations
About Us
Blog
Help

Getting Started

3

Install Merlo AI Assistant for Microsoft Teams
Installing Merlo AI Teams Assistant
Getting Started with Merlo AI

Merlo AI Assistant

2

Install Merlo AI Assistant for Microsoft Teams
Getting Started with Merlo AI

How To

7

Using Email Templates in Merlo AI
How to Draft Top Quality Emails in Seconds
Accessing Strata Plan Details via Teams Assistant
Creating and Managing Email Templates via Merlo AI Email Agent
Install Merlo AI Assistant for Microsoft Teams
Installing Merlo AI Teams Assistant
Getting Started with Merlo AI

Merlo AI Teams Agent

8

AGM Preparation & Management
Voting & Ballots
Insurance Renewals
AFSS Compliance Automation
Work Orders & Quotes
Document Management
Emails & Communications
Strata Plan Data Lookups via Merlo AI

Merlo AI Email Agent

3

Merlo AI Email Agent
What the Agent Can Do
Frequently Asked Questions

AFSS Compliance Automation

11

AFSS Fire Compliance – Overview
Uploading AFSS Data via CSV
AFSS Compliance Settings
Inspection Schedule Defaults
Fire Compliance List
Actioning a Fire Compliance Record
Bulk Actions
Status Timeline and Activity Log
Final AFSS Document Submission
What Fire Compliance Managers Can Do via Merlo Teams Agent
Quick Reference – Key Actions

Insurance Automation

12

Insurance Renewals Automation
The Complete Renewal Lifecycle briefly
Stage 1 – How Renewals Are Identified
Stage 2 – Providing Renewal Instructions
Optional Step – Overriding the Insured Valuation Amount
Stage 3 – Receiving Quotes and Submitting to Merlo AI
Stage 4 – Recording the Committee Decision
Stage 5 – Completing the Renewal
Full Responsibility Summary
Prompts that can be used
Key Notes and Best Practices
Frequently Asked Questions

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Getting Started

Getting Started

Install Merlo AI Assistant for Microsoft Teams
Installing Merlo AI Teams Assistant
Getting Started with Merlo AI

About US

Merlo AI is your AI co-worker for strata management. We help teams reduce strata admin, automate repetitive tasks, emails, insurance renewals and fire compliances. We are also a proud member of SCA VIC.

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Why Merlo AI
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Security & Compliance
Blog
Help

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© 2025 Merlo AI. All rights reserved.

About US

Merlo AI is your AI co-worker for strata management. We help teams reduce strata admin, automate repetitive tasks, emails, insurance renewals and fire compliances. We are also a proud member of SCA VIC.

Browse

About Us
Why Merlo AI
Integrations
Security & Compliance
Blog
Help

Connect

Linkedin
YouTube

© 2025 Merlo AI. All rights reserved.