Secretarial Beta
Documents & Reports
Draft, review, file, and report on secretarial outputs in one place.
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: Use Drafting Studio or AI Review when you need notices, agendas, or other secretarial drafts.
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Step 2: Open Documents to file approved minutes, forms, and supporting packs for the company.
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Step 3: Tag files by meeting, form, or period so the team can find them later.
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Step 4: Run Reports when you need status summaries across meetings, filings, or registers.
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Step 5: Push shared statutory packs to Docs when other suite products need the same files.
Show this as a diagram
flowchart TD
A[Open Documents / Reports] --> B{What do you need?}
B -->|Draft| C[Drafting Studio / AI Review]
B -->|File| D[Documents library]
B -->|Summary| E[Reports]
C --> D
D --> F[Optional sync to Docs]
Ready? Try it now.
Open Secretarial in a new tab and follow along.