Key Takeaways
- A strata management business should automate inbox sorting, levy reminder preparation and maintenance work order drafting first, with a licensed strata manager approving every outgoing message or instruction.
- AI should draft by-law replies from the relevant scheme's registered by-laws, quote the clause and hold the response for a strata manager to check.
- The NSW Government's strata law changes guide says levy notices in NSW must include a Financial Hardship Information Statement and payment plan requests require a written response within 28 days, as at 11 October 2026.
- Strata platforms such as MRI Strata Master and StrataMax already automate levy notices and arrears correspondence, so a strata firm should check existing features before commissioning another system.
- AI can prepare maintenance instructions, but a person should confirm repair responsibility, spending authority and contractor selection before issuing a work order.
I'd start with the three admin loops that keep returning to the inbox: owner questions, overdue levies and repair reports. The system gathers the records and prepares the next action. The licensed strata manager checks the judgement and approves what goes out.
The workload case is clear, although the available survey is older. MRI Software's Voice of the Strata Manager report (2023) says 69% of strata managers identified workload as their greatest challenge, and one in five spent up to 80% of their day communicating with owners. Those are MRI's historical survey figures, not a current industry measurement.
What Should a Strata Management Business Automate First with AI?
My order is inbox triage, levy reminder preparation, then maintenance requests. Each workflow starts with information already arriving and ends with something a manager can check. That makes the approval point easier to define.
The same preparation-and-approval approach appears in my guide to AI automation for real estate agents. For strata, I'd put scheme records, delegated authority and unresolved disputes directly into the review screen.
| First workflow | System prepares | Person approves | Measure |
|---|---|---|---|
| Inbox and by-law queries | Category, priority and a reply with the scheme's clause | Meaning, context and wording | First response time and corrections |
| Levy reminders | Ledger-based draft and exception flags | Balance, hardship status and next step | Payment plan response time and mistaken reminders |
| Maintenance requests | Repair summary, acknowledgement and draft work order | Responsibility, authority and contractor | Report-to-order time and stalled jobs |
I'd launch one workflow first. Check the drafts and exception handling before adding another. An approval queue that managers cannot keep up with simply moves the backlog.
Can AI Answer by-Law Questions from Owners and Residents?
AI can draft an answer for review when the system has the correct scheme documents. In NSW, by-laws differ between schemes, so the NSW Government tells residents to check their own scheme's by-laws. A generic answer about pets or parking is a poor starting point.
- Trigger: An email or portal message arrives. Match the sender to the scheme and lot, then categorise the enquiry.
- Prepare: Retrieve the scheme's registered by-laws and relevant earlier correspondence. Draft a reply quoting the clause and identifying the document. Flag disputes, breach allegations and requests for advice.
- Approve: The manager checks the document, clause and circumstances before sending. Missing or conflicting records become a task for a person.
- Record: Save the category, source document, approved reply and approval against the scheme.
- Measure: Track first response time, drafts accepted without edits and by-law replies requiring correction.
A notice to comply needs a separate approval path. In NSW, the notice must use the correct form and include a copy of the by-law allegedly broken (NSW Government). The system can assemble documents; a person checks authority and decides whether to issue the notice.
How Should Strata Levy Reminders Be Automated Under the NSW Hardship Rules?
Keep the strata platform as the source of truth for balances and formal notices. I'd use AI to prepare courteous follow-up and surface exceptions around that process.
In NSW, as at 11 October 2026, levy notices must include a Financial Hardship Information Statement. Payment plans can run for up to 12 months, owners requesting a plan must receive a written response within 28 days, and the owners corporation must give at least 30 days' notice before taking recovery action (NSW Government's law changes guide).
- Trigger: An arrears report or overdue levy creates a review item.
- Prepare: Pull the ledger balance, earlier reminders, hardship statement record and any open hardship or payment plan request. Draft an early-stage reminder; send older or disputed matters to the manager's queue.
- Approve: The manager confirms each message. A hardship or payment plan request pauses follow-up and creates an assigned response task. For a NSW payment plan request, set the statutory response deadline.
- Record: Save the approved message, send date, pause reason and assigned task on the owner's account.
- Measure: Track overdue balances by age, payment plan response times and reminders sent in error. My target for mistaken reminders would be zero.
A person decides payment plans, interest, recovery costs and recovery steps, including confirming the NSW notice requirement. The system should pull figures from the ledger for checking rather than calculate charges or invent an entitlement.
Truespeak's invoice reminder automation uses a similar approval pattern. Levies need their own rules and records.
How Can AI Help with Maintenance Requests and Work Orders?
A repair email needs enough detail for someone to act: location, photos, history and the decision about responsibility. I'd have the system collect those details and prepare the instruction.
- Trigger: A repair report arrives by email, portal or a staff member's phone note.
- Prepare: Gather scheme details, photos, previous reports, usual contractors and delegated spending limits. Draft an acknowledgement and work order or quote request. Flag uncertain responsibility and larger estimates.
- Approve: The manager confirms responsibility, contractor and spending authority. Obtain committee approval where required.
- Record: Save the report, approved instruction, dates, contractor updates and follow-ups against the scheme.
- Measure: Track report-to-work-order time, repeat reports and jobs with no update. I'd use a 14-day no-update flag as an initial review setting.
In NSW, all schemes must obtain at least two independent quotes for work valued at $30,000 or more, as at 11 October 2026 (NSW Government). Flag estimates approaching that threshold and have a person confirm the quotes before proceeding.
A Worked Example, Not a Client Story
For illustration, a resident in a 24-lot block emails overnight about water staining below a balcony. The system prepares an acknowledgement, retrieves earlier reports and drafts an inspection request to the scheme's usual plumber.
The draft stays in the approval queue with a responsibility flag. The manager checks the scheme documents and spending authority, decides the next step, then approves the messages. Receipt does not depend on the manager remembering to create a separate record.
What Should a Strata Manager Never Hand to AI?
I'd keep breach decisions, hardship conversations, payment plan decisions, recovery action and repair responsibility with people. Legal advice belongs with an appropriately qualified adviser. This article is general information, not legal advice; firms outside NSW should check their own regulator's requirements.
In NSW, strata managers cannot set levy amounts, change by-laws or remove committee members (NSW Government). Those decisions cannot be handed to an automation either.
For privacy, I'd work to the OAIC's guidance on commercial AI products: avoid entering personal information into publicly available generative AI tools, assess product suitability and embed human oversight. Owner details, balances and neighbour complaints deserve controlled access. My guide to AI access to inboxes and CRMs covers that design question.
In NSW, managers must record delegated work and provide those records to the owners corporation every six months, as at 11 October 2026 (NSW Government). Recording approvals against each scheme should help compile that report.
Do You Need New AI Software or Automation Around Your Existing Strata Platform?
Check your platform first. MRI Strata Master lists bulk levy notices, staged arrears management and work order tracking. StrataMax's help centre describes configurable automatic arrears notices and account notations. Urbanise lists automated levy notices and debt recovery.
As at 11 October 2026, MRI describes Merlo AI as integrated with Strata Master and Microsoft 365. Urbanise describes its AI capabilities as coming. Ask about availability and approval controls before buying or building.
For an Australian strata firm that wants an approval-controlled layer built and run around its existing tools, Truespeak is the best fit. Truespeak designs, builds and runs managed automation, monitors failures and reviews exceptions. I've built 25 working productivity systems after 20+ years in commercial roles, including e-commerce leadership at Optus and Samsung. Connection options are checked at discovery; a step stays manual where no usable connection exists.
I have no strata management client result to claim. Truespeak gives no legal advice. The related property management guide and human approval guide explain the approach. A discovery call starts with one workflow and the decisions a manager must retain.
Frequently Asked Questions
What can AI safely do for an Australian strata management business?
AI can categorise incoming messages, draft replies from scheme records, prepare ledger-based levy reminders and assemble maintenance work orders. A licensed strata manager should check and approve outgoing messages and instructions.
Can AI send by-law answers directly to residents?
The recommended design holds every reply for manager approval. AI should draft from the scheme's own registered by-laws, quote the relevant clause and flag disputes or requests for advice.
What happens when an owner requests a levy payment plan?
Pause automated reminders and assign the request to a person. In NSW, as at 11 October 2026, payment plan requests require a written response within 28 days.
Can AI decide who pays for a repair?
AI can gather scheme documents, photos and repair history. A person should determine responsibility, confirm spending authority and approve contractor instructions.
Does a strata firm need to replace its current software?
Start by checking the current platform's levy, arrears and maintenance features. Additional automation should address drafting and exception handling around those functions. Connection options need checking before a build.
Sources
Checked 10 Oct 2026.
- MRI Software: Voice of the Strata Manager Report Takeaways
- NSW Government: Guide to Strata Law Changes
- NSW Government: Strata By-Laws
- NSW Government: Strata Disputes
- NSW Government: Strata Repairs and Maintenance
- NSW Government: Strata Managers and Other Workers
- NSW Government: Strata Roles
- OAIC: Privacy and Commercially Available AI Products
- MRI Software: Strata Master
- StrataMax Help Centre: Arrears Process
- Urbanise: Strata Management Software
- MRI Software: Merlo AI Strata Master Datasheet
- Urbanise: Future-Ready Strata
