What it's forAccurate minutes, sent on time, with a distribution record.
Who it's forStrata managers, portfolio managers and committee liaisons (anyone whose persona can edit meetings).
Step by step
- Step 1: Draft themOn Minutes press Draft the minutes. They're built from attendance, quorum, motions and results. Tick Tidy the wording with AI if you'd like smoother wording.
- Step 2: From a transcript (optional)On the meetings list, paste or upload a transcript, then Ask the agent to write minutes.
- Step 3: Save and sendPress Save minutes, then Send to owners. Owners without email are listed for posting. Status shows To send, Due soon, Overdue or Sent (due within 14 days by default).
- Step 4: Keep the recordThe Distribution log records every send. Owners see minutes under Meetings in the portal.
Previous and next follow the Strata & committee section.