JamesW28 (California)
Posts: 2
Posts: 2
Posted:
Hi all,
I'm on the board of a small HOA, and over the past year I've been experimenting with AI tools to make board work less of a time suck.
Part of the problem was the boardās documentation was chaotic and disorganized when I joined. Most was in a gdrive, but there was a ton that just lived in peopleās heads, or buried in old email threads. I ended up building a spreadsheet just to track vendor contacts.
Eventually I got up to speed and took on the task of fixing it, in part to make it easier for the next volunteer. I created a Notion dashboard (see attached) for vendor contacts, FAQs, meeting minutes, agendas, and our governing docs.
That helped a lot, but finding specific bylaws was still a hassle when you have to dig through half a dozen PDFs.
I learned about custom GPTS, and decided to build one for our HOA. Basically, itās an AI chatbot trained on our docs and policies (see attached example). Now we can just ask it "Are parking spaces deeded or not?" and get a straight answer without wasting my free time. It's not perfect, but it sure cuts down on repetitive searching, and the board said they found it useful.
I shared a write-up about our experience and what worked for us, including a few AI tools anyone can try (no ads, not monetized):
https://medium.com/@jameswalsh_xyz/what-if-ai-could-make-volunteer-work-stop-feeling-like-unpaid-overtime-01317d2634e5
Would love to hear from anyone else using AI or tools to reduce admin overhead. Has your board tried any AI tools? Curious what's worked (or hasn't).
Some (anonymized) examples posted for reference.
I'm on the board of a small HOA, and over the past year I've been experimenting with AI tools to make board work less of a time suck.
Part of the problem was the boardās documentation was chaotic and disorganized when I joined. Most was in a gdrive, but there was a ton that just lived in peopleās heads, or buried in old email threads. I ended up building a spreadsheet just to track vendor contacts.
Eventually I got up to speed and took on the task of fixing it, in part to make it easier for the next volunteer. I created a Notion dashboard (see attached) for vendor contacts, FAQs, meeting minutes, agendas, and our governing docs.
That helped a lot, but finding specific bylaws was still a hassle when you have to dig through half a dozen PDFs.
I learned about custom GPTS, and decided to build one for our HOA. Basically, itās an AI chatbot trained on our docs and policies (see attached example). Now we can just ask it "Are parking spaces deeded or not?" and get a straight answer without wasting my free time. It's not perfect, but it sure cuts down on repetitive searching, and the board said they found it useful.
I shared a write-up about our experience and what worked for us, including a few AI tools anyone can try (no ads, not monetized):
https://medium.com/@jameswalsh_xyz/what-if-ai-could-make-volunteer-work-stop-feeling-like-unpaid-overtime-01317d2634e5
Would love to hear from anyone else using AI or tools to reduce admin overhead. Has your board tried any AI tools? Curious what's worked (or hasn't).
Some (anonymized) examples posted for reference.