Board work that does not live in email.
Meetings, agendas, votes, minutes, action items, an AI board brief, a financial snapshot, and RFP approvals. Read-only on mobile, full board work on web.
The problem
Board email threads have 47 replies and the wrong attachment. The minutes from June are still a Google Doc draft.
Capabilities
- Meetings, agendas, votes. Run the meeting in Monty. Votes and quorum tracked.
- AI minutes and brief. Monty drafts the minutes and a board brief from the meeting; the chair approves.
- Action items. Decisions become tracked action items with owners and due dates.
- Financial snapshot. Cash, AR aging, budget variance, and reserves in one view.
- RFP approvals. Approve RFP gates from the portal, with the full bid record one click away.
Frequently asked questions
Can board members work from a phone?
Read-only on mobile; full board work on web. This is intentional.
Who can see what?
Board materials are scoped to the board. Residents see only what the board publishes.
Does Monty record meetings?
Recording is supported when boards choose to use it. Minutes are drafted from the transcript and approved by the chair.