Traditionally, preparing a board packet meant manually compiling reports, agendas, and summaries into a binder or static PDF. The Cephai Board Packet Skill automates this process by generating a cover page, executive summary, and agenda directly from your association's data, then organizing everything alongside your standard CINC reports in one location.
Cephai also learns from your edits to the executive summary and agenda over time, applying your preferred language and patterns to future board packets. This reduces manual work with each cycle while keeping every packet accurate and ready to share.
To generate a board packet, Cephai draws on:
Your association's data and synced CINC reports
Board Packet settings you configure, such as included reports and a generation schedule
Any documents you upload, such as vendor bids or other supporting documentation
What AI Does and Doesn't Do
Cephai is designed to assist, not replace, your judgment. Understanding exactly where its role begins and ends helps you set realistic expectations and know what to check before sharing a board packet with your board.
Cephai does:
Generate a cover page, executive summary, and agenda from your association's data.
Pull in your selected CINC reports and any uploaded documents.
Learn from your edits to the executive summary and agenda over time.
Summarize individual reports on request.
Compare bids across uploaded documents.
Cephai does not:
Save your changes automatically.
Make final decisions about what belongs in the board packet.
Know about information that has not been uploaded or synced from CINC.
Allow changes after a board packet is marked as done.
You remain responsible for reviewing Cephai's content, saving your changes, and confirming a board packet is ready before you finalize it. Always review AI-generated content before sharing it with your board.
Key Terminology
Term | Description |
Board Packet | The generated set of materials, including AI-generated content and reports, prepared for a board meeting. |
Board Packet Setting | A reusable template that determines which reports Cephai includes and how often a board packet generates. |
Global Settings | Board Packet Settings that apply to all associations unless overridden at the HOA level. |
HOA Specific Settings | Board Packet Settings configured for an individual association. |
Recurrence Pattern | Determines how often a board packet automatically generates. |
Range of Recurrence | Determines how long automatic generation continues, such as indefinitely, after a set number of times, or by a specific date. |
One-off Report | A blank-slate board packet that doesn't save its settings for future use. |
Bid Comparison | An AI-generated report that compares uploaded vendor bids. |
Mark as Done | The action that finalizes a board packet and prevents further edits. |