Minutes IQ · Pilot

One meeting is enough to decide.

Pick a single board meeting anywhere in your portfolio. We put Minutes IQ on it, you change nothing about how the meeting runs, and within 30 minutes of adjournment you have a full draft to hold up against whatever your team produces today. If it holds up, we brand the whole thing to your management company.

No contract and no migration One meeting per company Your call stays your call
What you get back
  • Both a summary and a detailed version, to industry standards
  • Full motion and vote record
  • Action items with owners and due dates
  • A procedural-only executive session shell
  • A drafted agenda for the next meeting
  • A branding mock-up showing it under your logo
  • The recording destroyed once the minutes are complete

Scroll down for a full sample, or put your own logo and colours on it first.

Request a pilot

Tell us about the meeting.

Leave blank if the meeting is not scheduled yet, or if you would rather forward the calendar invite.

Set per community and changeable at any time. Most boards start on Standard.

Usually the manager and the board secretary for a pilot. Once branded, this is your whole board list.

Please complete the required fields.

We use your details to run and follow up on the pilot. No contract, no switching, and no association financial data is required.

What happens next

Two minutes of setup, then nothing to do.

  • We confirm by email and send the address to add to the calendar invite
  • The notetaker joins silently and posts the recording-and-transcription notice in the chat
  • It can be dropped before executive session on request
  • Draft minutes, action plan and next agenda land within 30 minutes of adjournment
  • We follow with a branded mock-up: your logo, palette and house template

One pilot meeting per management company. If you want to run a second before deciding, ask — we would rather you were sure.

Two minutes of prep

How to run the meeting so the minutes come back clean.

Neither of these is required — the notetaker announces itself either way — but boards that do them get a noticeably better record.

Say this at the top of the meeting

“This meeting may be recorded and transcribed for the sole purpose of preparing the minutes. The recording will be destroyed once the minutes are complete. The board will receive both a summary and a detailed version, prepared to industry standards.”

Label the attendee list

  • Ask every attendee to show their full name in the participant list
  • Have the host rename anyone dialling in by phone, before business starts
  • Attendance, quorum and who moved and seconded each motion all come from that list

Where a name is missing or ambiguous, the draft flags it for the secretary rather than guessing.

Skip the pilot and book a call

Sample output

What lands in the inbox 30 minutes later.

Draft for secretary review

Oakridge Community Association — Regular Meeting of the Board of Directors

March 4, 2026 · 6:00 PM · Zoom

1. Call to order & quorum

Called to order by D. Reyes, President6:02 PM
Directors presentD. Reyes, A. Chen, M. Okafor, S. Patel
Directors absentJ. Whitfield
Also presentL. Barnes, Community Manager
QuorumMet (4 of 5)

2. Approval of prior minutes

Motion to approve the minutes of February 4, 2026 as written — moved A. Chen, seconded S. PatelCarried 4–0–0

3. Reports

Treasurer's report: operating cash reconciled through February; delinquency at 3.1% of assessments billed. Financials filed.

Management report: seven open work orders, median close time 26 hours.

4. Agenda items

  • Pool gate repair. Three bids collected; discussion of lead time and warranty terms.
  • Parking rule revision, Section 4.2. Board requested counsel review before adoption.
  • Reserve study. Last study is four years old; board discussed refresh timing.

Decisions recorded; debate summarized neutrally and not attributed to named owners.

5. Motions & votes

Award pool gate repair to low bidder at $410 — moved M. Okafor, seconded A. ChenCarried 3–1–0
Adopt revised parking rule, Section 4.2 — moved S. Patel, seconded D. ReyesTabled pending counsel review

6. Action items

  • Execute pool gate work order and confirm scheduling — L. Barnes, Manager · due Mar 6
  • Circulate draft parking rule to counsel — S. Patel, Secretary · due Mar 14
  • Request three reserve study proposals — M. Okafor, Treasurer · due Mar 21

7. Executive session

Motion to enter executive session — delinquent account — moved D. Reyes, seconded A. ChenEntered 7:14 PM
Returned to open session7:31 PM
Action ratified in open sessionNone

Procedural record only. The confidential substance of executive session is never written to the minutes.

8. Adjournment

Motion to adjourn — moved A. Chen, seconded M. Okafor7:38 PM

Attached

Draft agenda for the April 1, 2026 regular meeting · Action-item tracker · Motion and vote log

Illustrative sample. Names, figures and communities are fictional. Generated for Your Management Co. — branding, template and footer are configured per management company. Minutes are a governance record, not legal advice; content and retention requirements vary by state and governing documents.

Ready when your next board meeting is.

Send us one meeting. We will send back the minutes — and a mock-up of what they look like with your company's name on them.

Request the pilot How Minutes IQ works