Shelby Moore
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Activity overview
Latest activity by Shelby Moore-
Shelby Moore created an article,
Using the Knowledge Assistant in HOAi
This guide provides a method for accessing community-specific information through the HOAi chat feature. By following the steps, users can quickly find details about a specific community and engage...
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Shelby Moore created an article,
Bank Return Automation
What This DoesHOAi automates the complete bank return process from notification to resolution. When you receive a bank return notification from your financial institution, HOAi extracts the return ...
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Shelby Moore created an article,
Guide: Using Advanced Prompts to Supercharge Budgeting with HOAi
Budget season does not have to be overwhelming. With HOAi, Community Association Managers can go from a blank Excel sheet to a draft budget in minutes. The key is understanding how the prompting fl...
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Shelby Moore created an article,
Financial Review
OverviewThe Financial Review workflow provides comprehensive analysis of your monthly financial reports when they become available for review. This HOAi workflow validates financial statement accur...
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Shelby Moore created an article,
Work Order Follow Up
OverviewThe Work Order Follow Up workflow monitors open work orders when they reach their designated follow-up dates. This HOAi workflow reviews provider communication, sends status update requests...
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Shelby Moore created an article,
ARC Review for Completed Application Workflow
ARC Review for Completed Applications OverviewThe ARC Review for Completed Applications workflow automatically screens homeowner applications when they submit ARC request action items. This HOAi wo...
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Shelby Moore created an article,
Getting Started with HOAi
Getting Started with HOAi: A Guide to Agentic AI in ActionWelcome to HOAi, your AI-powered assistant designed to streamline HOA management tasks and improve efficiency. This guide will walk you thr...