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Teams Assistant

Your main interface with Merlo AI. The Teams Assistant is where strata managers do the work – ask questions, draft emails, access strata data, run workflows, and automate compliance tasks, all from inside Microsoft Teams. No new app. No extra logins. Just type, and Merlo handles the rest.

Merlo AI Teams Assistant

Your AI Co-Worker, Right Inside Microsoft Teams

Strata managers already live in Microsoft Teams. The Merlo AI Teams Assistant plugs directly into that environment and gives you an AI co-worker that knows your portfolio, your systems, and your workflows. Available on desktop and mobile, 24 hours a day.

Email Drafting in Seconds

Draft owner, committee, contractor, and broker emails using your strata data and templates in Outlook instantly.

Instant Strata Data Access

Pull plan details, lot owner contacts, levy balances, and more from MRI Strata Master or Urbanise – instantly.

Document Analysis

Drag and drop and analyse inspection reports, proposals, by-laws, or meeting minutes with confidence.

Quote Comparison

Upload multiple contractor quotes and Merlo produces a clear, committee-ready emails.

AGM Preparation

Plan AGMs, book meetings, send notices, and manage reminders. It’s like having your own coordinator.

Committee Decisions

Create digital ballots for any decision. Merlo sends voting emails, tracks responses, and delivers the final result.

Meeting Creation

Create and send Teams or Zoom meeting invites with the correct plan details and contacts in seconds.

Compliance Tracking

Stay on top of insurance renewals, AFSS compliance, and AGM dates. Merlo alerts you before you miss it.

Strata Roll Updates

Keep your strata roll accurate without touching your strata system. Get Merlo to do roll updates just like a human.

Built for Strata Businesses That Want to Grow Without Adding Headcount

The Teams Assistant is designed around how strata managers actually work. Everything you need is one message away – whether you’re in the office, at a site inspection, or on your phone between meetings. When your whole team uses Merlo, the time savings compound across every manager, every plan, and every day.

Works With Your Strata System

Live two-way access to your strata system – fetch data, retrieve records, and update records.

Connected to SharePoint & OneDrive

Access, retrieve, and file documents from your document management system through a simple chat message.

Works on Mobile from Anywhere

The full power of Merlo in the Teams mobile app. Run your business using your mobile phone without limits.

See the Teams Assistant in Action

Book a 30-minute demo and see exactly how strata managers are using Merlo to reduce their daily workload, respond faster, and manage more plans with ease.