Merlo AI Lite - Overview

Merlo AI Lite: Powerful AI for Small Strata Teams

A lighter, more accessible version of Merlo AI built for smaller strata businesses that want to save time, reduce admin work and operate more efficiently – without needing system integrations.

Your AI assistant for emails, documents, committees, AGMs, quotes, decisions and everyday strata tasks.

Built on Microsoft 365.
No technical setup. No strata system integration required.
Just plug in, start saving hours, and let Merlo AI Lite support your team from day one.

What Is Merlo AI Lite?

Merlo AI Lite is designed for smaller strata businesses who want the power of Merlo AI — without the complexity of connecting to a strata management system. It runs entirely inside your Microsoft 365 environment and gives your team an AI assistant that can read, write, summarise, analyse and coordinate everyday strata work. Perfect for boutique agencies, sole managers, and smaller teams who are using strata systems with Merlo AI integrations.

What Merlo AI Can Do

From emails to complex multi-step workflows, Merlo automates the daily tasks that slow strata teams down.

Smart Email Drafting

Draft clear, professional emails for owners, committee members, contractors and agents in seconds.

Document Analysis

Upload bylaws, reports, minutes, inspections or agreements – Merlo AI Lite summarises, extracts key points and prepares committee-ready notes.

Quote Comparison

Drag-and-drop multiple quotes and Merlo AI Lite generates a comparison table and a draft email to the committee.

AGM Scheduling Support

Integrated with Teams, Outlook and Zoom — create meeting links, draft agendas, set reminders and prepare notices.

Committee Communications

Load your committee members into Merlo AI Lite and it can draft messages, send updates, prepare notices or create communications for decisions.

Ballot & Decision Tool

Create online ballots for repairs, quotes, choices and approvals. Merlo drafts the wording and helps structure the decision-making process.

Meeting Creation (Zoom/Teams)

Creates and sends meeting links and invites with the correct details in seconds.

Owner & Tenant Record Updates

Updates strata system records accurately – owner details, tenants, lots, insurance, section 22, etc.

Insurance Proposal Analysis

Upload insurance proposals — Merlo AI extracts key differences, exclusions and premium summaries so you can brief the committee quickly.

Merlo takes care of the repetitive work so your managers can stay focused
The Secure alternative to ChatGPT. The Better alternative to CoPilot.

Merlo AI Lite gives you the essential AI tools to reduce admin, streamline communication and support your committees - without needing a strata system integration.

Who Merlo AI Lite Is For

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Boutique Strata Agencies

Perfect for small teams that want to deliver high-quality service without increasing overheads.

Solo Strata Managers

Get hours of admin support every week without hiring extra staff with Merlo AI assisting you with strata admin.

Using Non-Integrated Strata System

Use Merlo AI Lite to automate your daily admin and communication - even if your strata platform isn’t integrated.

Start-up Strata Businesses

Launch with the same AI capabilities as large firms - at a fraction of the cost.

Why Strata Businesses Choose Merlo AI Lite

Merlo AI Lite gives strata teams the essential AI tools they need to save time, reduce admin pressure and operate more efficiently — without needing a system integration or a large budget.

Save 3–6 hours every week

Avoid admin overwhelm

Handle quotes, documents and email drafting faster

No system integrations required

Works with the tools you already use (Teams, Outlook, SharePoint)

Budget-friendly entry into AI automation

Built by strata and AI specialists

Start Using AI in Your Strata Business - Without Any Complex Setup

Merlo AI Lite gives your team the power to work faster, communicate clearly and stay organised — all from inside the Microsoft tools you use every day.

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