Urbanise + Merlo AI
Turning your data into action.

Urbanise has partnered with Merlo AI, a strata-specific AI co-worker that connects directly with Urbanise through our existing two-way API. Merlo works across Microsoft 365, including Outlook, Teams and SharePoint, bringing AI into the tools your team already uses every day. There is no new integration build or data migration required, and Urbanise remains your system of record.

Urbie, the Urbanise mascot, fist-bumping the Merlo AI mascot
300K+
Lots supported by Merlo
Up to 30%
Time saved per manager, per day
60%
Faster email response time
75%
Less insurance renewal admin

Why Merlo AI

We chose the AI partner built for strata, not adapted for it.

As strata businesses grow, so does the volume of communication, information requests and routine administration. We partnered with Merlo AI, a purpose-built AI co-worker for strata, because it securely retrieves live data from your Urbanise instance through our advanced two-way APIs and writes approved updates back, all from within Microsoft 365.

Already connected

Merlo uses Urbanise's existing two-way, read-and-write API connection, so there is no new integration build and no data migration. It works with your current Urbanise account.

Works inside Microsoft 365

Merlo works across Urbanise and Microsoft 365, including Outlook, Teams and SharePoint, so your team drafts replies and retrieves records in the tools they already use.

Configured for your business

Merlo is configured during implementation to suit how your strata team works, with templates, workflows and permissions tailored to your portfolio.

Governed and secure

Merlo operates within Urbanise's AI governance framework, with strict data controls and no Urbanise customer data used to train AI models.

Real, measurable time back

Merlo reports up to 30% time saved per manager per day and email response times up to 60% faster, across 300,000+ lots supported.

Urbanise stays in control

Urbanise remains your system of record and owns the customer relationship, while Merlo operates purely as an execution layer.

Capabilities

What Merlo's AI Assistant can do for your team

Merlo AI works across Urbanise and Microsoft 365, including Outlook, Teams and SharePoint, so your team gets answers and updates without switching systems or re-entering data.

  • Draft responses to routine owner and committee enquiries
  • Retrieve plan, owner, levy and arrears information
  • Prepare contractor quote comparisons and manage follow-ups
  • Support AGM planning, communications and digital voting
  • Track insurance, AFSS and other compliance requirements
  • Update ownership, contact and strata roll information
  • Manage work orders, quote requests and plan implementation
Merlo AI email assistant drafting a reply inside Microsoft Outlook

Email assistant in Outlook

Drafts owner and committee replies in your inbox, using live Urbanise data and your tone of voice. You review and send.

Merlo AI assistant answering a strata question inside Microsoft Teams

Teams assistant

Ask Merlo in Teams for plan, owner, levy or service-ticket details and get an instant, source-backed answer.

The API Advantage

Your data. Always connected. Always working.

The Urbanise API is a true two-way connection between the Urbanise Strata platform and the tools your business already relies on. Pull what you need, push what you update, and let Merlo AI automate the rest.

PULL — GET

Retrieve live data, instantly

  • Plan, lot, owner and committee details
  • Levies, arrears and financial summaries
  • Insurance policies and compliance status
  • Supplier and preferred contractor lists
PUSH — POST / PUT

Write updates straight back in

  • Owner, tenant and contact record updates
  • Work order creation and status tracking
  • Ballot outcomes and committee decisions
  • Document and invoice attachments
"Urbanise APIs are best in class, this allows Merlo to develop and innovate solutions faster for the Strata industry."
— Founder of Merlo.AI

Ready to see Merlo AI in action?

Enquire today and let Merlo AI show you how it can work for your business.

Interested in

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