Secretarial Beta
Dashboard
Open Secretarial and see compliance and meeting status at a glance.
Before you start
Before you start
- Sign in at my.aicountly.com with your organisation account.
- Confirm company, branch, and financial year in Manage before secretarial work.
- Store MCA / DSC and portal credentials in Vault — do not paste secrets into Connect or AI Pulse.
- Use Docs for shared statutory files when teams need versioned document storage.
Steps
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Step 1: Sign in at my.aicountly.com and open Secretarial from the launcher.
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Step 2: Confirm the correct company, branch, and financial year (set in Manage).
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Step 3: Scan the dashboard for upcoming filings, open meetings, and register cues.
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Step 4: Open Compliance Calendar when a deadline needs attention.
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Step 5: Use Meetings, Resolutions, or Statutory Registers for day-to-day governance work.
Show this as a diagram
flowchart LR
A[Sign in via my.aicountly] --> B[Open Secretarial]
B --> C[Confirm company & FY]
C --> D[Dashboard overview]
D --> E{Next focus?}
E -->|Deadlines| F[Compliance Calendar]
E -->|Governance| G[Meetings / Registers]
Ready? Try it now.
Open Secretarial in a new tab and follow along.