Instructions

Prepared meeting instructions

Assemble the meeting instructions from the meeting workspace, report generator, source documents, project work, and financial review routes already available in HOA Quorum.

Start from the meeting

Open the current or upcoming meeting to confirm agenda flow, motions, minutes, and quorum context.

Open meetings

Generate meeting slides

Use the PowerPoint generator for prepared board-meeting exports and presentation-ready sections.

Open PPTX generator

Attach source documents

Collect governing documents, exhibits, bids, project files, and supporting materials for review.

Open documents

Review projects and budget

Check project decisions, estimated costs, actual spend, and budget variance before publishing.

Open projects

Instruction building blocks