Monthly Product Update 10/2025

October Product Update Webinar

Meredith and Shelly demo three new workflows built to reduce busywork and improve board communication. You will see how the Online Reviews workflow identifies positive owner interactions and sends a polite review request, how Meeting Minutes turns raw notes or a transcript into clean minutes using your template, and how the Management Brief assembles a board ready summary that can include financials and key operational signals. The session ends with quick Q&A on configuration.

HOAi Agent Workflows Featured

• Online Reviews workflow that detects positive homeowner interactions and sends a customizable review request email with your Google link
• Automatic hold after a request, set to 60 days by default, so the same owner is not asked again too soon
• Meeting Minutes generator that converts uploaded notes or a Zoom transcript into formatted minutes using your customer template, then attaches to the action item
• Management Brief builder that creates a board ready summary with violations, work orders, and ARCs, delivered with the financial packet or as a separate report
• Financial snapshot support inside the Management Brief, including the option to pull named financial reports
• Flexible variance options for the Management Brief, for example, budget vs actual, month over month, or year over year
• Starter email template for review requests that you can edit for tone, timing, and links
• Vantaca action item mapping across these flows so the agent runs with full context and clear audit trails