SOCM
📊 Dashboard 🗳 All Votes AGM Builder 🎙 AI Scribe ⚡ Actions 📋 Manager's Report 🗳 Live Vote 🏛 Committee 📊 Results ⚙ Templates 👥 Owners 🏢 Buildings 🗳️ Voting

Dashboard

Overview of all meetings, votes and activity.

Upcoming & Recent Meetings

Loading…

All Votes

Voting activity across all meetings.

Select a meeting above to view votes.

Owners

Owner register with lot entitlements, by meeting.

Select a meeting above to view owners.

Buildings

Portfolio buildings and OC rows used when importing into the AGM Builder.

Add building

All buildings

Loading…

Portfolio OC rows

These rows are queued when you choose Import building + OCs in AGM Builder step 1.

Add OC row
Select a building above.

AI Meeting Scribe

Record or upload the meeting audio, transcribe it, then generate draft minutes in SOCM format.

Meeting
① Capture or upload audio

Upload an audio or video recording (MP3, MP4, M4A, WAV, WEBM — max 25MB).

② Transcribe
③ Generate draft minutes
④ Approve & send minutes
Edit the draft in Word, then upload the approved version here to send to all owners for this meeting.

⚡ Actions

Extract action items from minutes and push to Urbanise or Resvu.

① Select meeting & paste minutes
② Review & edit actions
③ Push to strata software
⚠ Add URBANISE_API_KEY, URBANISE_BASE_URL, RESVU_API_KEY and RESVU_BASE_URL to Netlify env vars to activate.

📋 Manager's Activity Report

Compile a SOCM-branded Manager's Report with AI commentary.

① Select meeting
② Auto-populate from Urbanise PDF

⚠ No financials PDF found. Upload below or go to AGM Builder → Step 4.

✅ Fields populated — review and adjust, then generate the report.
1. Correspondence
2. Insurance
3. Maintenance Fund
4. Major Works
5. Expenditure by Category
6. Financial Position
7. Operational Activity
8. SOCM Professional Indemnity Insurance

🗳 Live Meeting Voting

Real-time vote tally for AGM motions.

Share this link with owners:

Select a meeting above to see live results.

🏛 Committee Meeting Builder

Set up a committee meeting, build a free-form agenda, and optionally run live voting.

① Meeting details
② Agenda items
③ In-meeting voting (optional)
📊 Open Results Board

📊 Results Analysis

Post-AGM vote tallies, participation rates, motion outcomes and AI-generated results summary.

Select meeting
Participation
—
Meeting
Motion outcomes
AI results summary
Click "Generate summary" for an AI narrative overview of the meeting outcomes.
Export

⚙ Templates

Upload your own Word document templates for AGM notices and meeting minutes. These replace the default SOCM templates for all document generation.

Company profile
Saved to your account in Supabase (user_profiles.company_name, user_profiles.company_url).
AGM Notice Template
Used when generating the AGM notice document in Step 4 of the AGM Builder.
Checking…
Minutes Template
Used when generating draft minutes from the AI Scribe tab.
Checking…
Template requirements: Templates must be .docx files using the same placeholder tokens as the default SOCM templates (e.g. {{building_name}}, {{meeting_date}}). Download the current template first to see the available tokens before creating your own. Uploaded templates take effect immediately for all new documents generated — existing documents are not affected.