Resources

Meeting playbooks for CAM firms.

PorchQ publishes the operating standards behind AI-assisted CAM work: packet anatomy, meeting cleanup audits, governing-record audits, CINC/Vantaca/Enumerate layering, and pilot readiness. Everything is ungated.

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CAM board-meeting ops

Start with your bottleneck.

Read them in sequence or jump to the current bottleneck: cleanup load, packet quality, governance grounding, existing-platform boundaries, or pilot design.

  1. Authority guide · packet standard

    Board meeting packet anatomy for CAM firms.

    Post-meeting

    What a finished post-meeting deliverable should include, why every decision needs evidence, and how CAM firms can standardize packets across portfolios without forcing a system migration. This is a standard for the packet your team prepares. PorchQ's part today is narrower: it sums up minutes you paste in and answers from your documents.

    A repeatable packet standard with traceable decisions, actions, and follow-up.

  2. Operator audit · cleanup load

    Meeting cleanup calculator and audit.

    Portfolio planning

    A simple audit for estimating the hidden hours after every board meeting: minutes, decisions, owner follow-up, vendor emails, resident responses, and next-agenda cleanup.

    A practical way to estimate post-meeting cleanup load before choosing a pilot cohort.

  3. Authority guide · AI grounding

    Governing record audit.

    Community onboarding

    How to organize a community's governing record before the assistant answers from it. Done once per community, then maintained through each board cycle.

    A clean set of governing documents, ready for the assistant to answer from.

  4. Operator guide · system-of-record fit

    CINC, Vantaca, and Enumerate AI layer guide.

    System planning

    A plain-English guide to using PorchQ's assistant alongside CINC, Vantaca, Enumerate, and existing email workflows instead of replacing the firm’s operating platform.

    A boundary map for where PorchQ sits beside the core HOA management system.

  5. Pilot checklist · 30-day validation

    CAM pilot readiness checklist.

    Pilot design

    A readiness checklist for choosing pilot communities, setting evidence standards, and proving whether an AI assistant that answers from each community's documents should roll out across the portfolio.

    A constrained pilot plan that can prove whether the assistant should scale.

Get started

Run these standards on your own documents.

A 30-minute walkthrough can use a governing-doc sample from your portfolio or the questions your team answers most. You leave with a clear rollout path and an honest read on whether this is worth it for your firm.

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