Trustees and co-ownership management

Six hundred co-owners, one mailbox, and you in the middle.

Sorting requests, tracking incidents, coordinating suppliers and preparing meetings, without changing software.

See what we install
Tracking

recurring messages and requests

Control

open incidents and owners

Measurement

workload per manager

Connected toGmailOutlookAirtableGoogle DriveNotionSlackClickUpWhatsAppDocs

The short answer

How can a trustee absorb the volume of emails from co-owners?

Each message is classified by building, by nature and by urgency. Common requests receive an immediate response with the actual file data, incidents open a ticket followed until resolution, and only arbitrations are reported to the manager.

The problem

Points of friction · Trustees and co-ownership management

Six hundred co-owners, one mailbox, and you in the middle.

4 issues left unresolved for months

  • Several hundred emails per week, the vast majority of which are repetitive.
  • An incident reported on Friday is processed on Tuesday because it was not seen.
  • Supplier coordination is done over the phone, without a trace.
  • Preparing for assemblies mobilizes the entire team for weeks.

Live

A request arrives. See what happens next.

Illustrative scenario: approvals and exceptions still need to be defined with your team.

GmailGmailManagement box · buildings
AA co-ownerThere's been a leak in the 3rd floor hall since this morning.
YYour co-ownership agentI’ll take care of it now.
Reply to this message

Meanwhile, in your tools

Gmail

Each message is classified by building, nature and emergency

Google Drive

Common inquiries get the actual response

Slack

Incidents become tracked tickets

Docs

Assemblies are being prepared continuously

Tracking · recurring messages and requests

What we install

The complete infrastructure for your workflow.

Each step is built, connected to your tools and tested on your real cases before launch.

1

Each message is classified by building, nature and emergency

Leak, nuisance, question of charges, request for document. Sorting is done upon arrival, not when someone opens the box.

Connected toGmailOutlookAirtable
2

Common inquiries get the actual response

Amount of charges, date of the next meeting, contact details of a service provider, copy of a report. Without a manager opening the file.

Connected toGoogle DriveNotionGmail
3

Incidents become tracked tickets

Supplier contacted, intervention planned, co-owner kept informed, closure documented. The incident can no longer disappear.

Connected toSlackClickUpWhatsApp
4

Assemblies are being prepared continuously

Agenda updated as needed, invitations, attachments, monitoring of attendance and drafting of minutes based on decisions.

Connected toDocsBrevoGoogle Calendar

Pilot monitoring

What to monitor during the pilot

Tracking

recurring messages and requests

Scope and indicator defined before the pilot.

Control

open incidents and owners

Checked against authorised data and cases.

Measurement

workload per manager

Comparison with the starting point after launch.

Orders of magnitude observed on typical deployment scenarios, given to situate the extent of the change. These are not measured customer results: yours are quantified during the audit, on your data.

Your safeguards

What stays under your control.

Giving a system access affects your data and processes. These are our default safeguards.

You stay in control

We start with approval for every action. Only what you explicitly authorise, case by case, runs on its own.

Your accounts stay yours

Accounts, domains and hosting remain in your name. You can disconnect whenever you choose.

Approvals before sensitive actions

Sensitive actions use drafts and approval queues instead of direct writes.

Questions

The questions we are asked

Will a disgruntled co-owner come across a robot?

No. The tone of a message is evaluated: a dissatisfaction, a conflict or a formal notice is immediately transmitted to a human, with the history already summarized.

Co-ownership documents are sensitive, how are they handled?

Access by agent to what is strictly necessary, complete logging, and possible hosting on your machines. No document goes outside the scope you define.

Should we change trustee software?

No. The device plugs around yours. Changing business tools is a project in itself, this is not it.

We look at your case before promising anything.

A call to understand what is costing you the most today, and to tell you frankly if we are the right person to talk to.