AI Tips & Tricks

AI assistants such as Microsoft Copilot can take on some of the slower, repetitive parts of working in StrataMax. The articles in this section give short, tested instructions and ready-to-use prompts for specific tasks.

Before using any AI tool: check your organisation's internal AI policy and use only the AI tools it approves. Always check what the AI gives you before you rely on it. AI can be wrong, so review the results before you use them in StrataMax.

Look for the blue AI tip boxes in other articles. They point to the matching instructions here.

Articles

AI Tips & Tricks | Set Up Expense Categories with AI
The Financial Dashboard on the StrataMax Portal shows owners a donut chart of their building's expenses by category. The categories come from the Expense Summary ranges set up in StrataMax. If no categories are set up, the chart shows the ...