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Use case · Automation

The decision summary that fills itself in.

Real amounts, budget lines, vendor history: the summary is built from your financial data instead of being drafted by hand. The staff member validates instead of drafting.

The starting point

Before every meeting, the same scramble.

A decision summary is the document that lets elected officials decide with full knowledge of the facts: the context, the analysis, the amounts, the budget line, the recommendation. In most cities, it is drafted by hand, file by file, pulling the numbers from the financial software, the vendor history from emails, and the template from the last summary adopted.

  • Amounts get copied by hand, so sometimes they get copied with an error.
  • Vendor history depends on the memory of whoever is drafting.
  • The template drifts from one department to the next.
  • And all of this happens the week of the meeting, when time is already short.
What we built

A pre-filled summary, in your template, ready to validate.

Developed on request for cities, on a bank of hours, integrated with Munia.

Step 1

The data shows up on its own

Amounts, budget line, available balance, the vendor's prior contracts: the automation pulls the numbers from your sources instead of making you retype them.

Step 2

The text is built in your template

Context, analysis, options, recommendation: a Munia assistant drafts it in your organization's exact structure, with your tone and your references.

Step 3

The person in charge validates

The draft arrives ready to review. You correct it, complete it, approve it. Nothing goes to council without a human signature.

How it works

From workshop to go-live.

  1. 1

    The workshop, half a day

    Free, on your real summaries. We map where the data comes from and where time gets lost.

  2. 2

    Development, in weeks

    We connect the sources, configure the template, and validate with you on real files, iteration by iteration.

  3. 3

    Integration with your Munia

    The automation lives inside the tool your team already uses. Training for the people involved is included.

  4. 4

    Follow-up

    We measure the time before and after with you, and adjust. Connections to other systems are added on request.

Who it's for

The people who prepare the council meeting.

Clerk's office and general management

The summary arrives complete and consistent across departments, in time to send the documentation to elected officials.

See the clerk's office page

Finance and treasury

Amounts and budget lines come straight from the source; no more copying by hand, no more discrepancies to reconcile.

See on munia.ai

Department heads

Public works, urban planning, recreation: every department submits its file, and the summary pre-fills the same way for everyone.

Our services
Questions

What we hear about this case.

Every city has its own, and that is exactly what the workshop is for: we look at how your data can be accessed (export, database, API) and choose the simplest, safest connection. These connections are built on request, on a bank of hours.

It is designed to be reviewed, not adopted as-is. Every figure points back to its source, and the person in charge validates it before it goes to council. The goal is to remove the copying and the digging, not the judgment.

After the workshop, we're talking weeks, not months. The pace mostly depends on access to your financial data and the number of templates to cover.

Let's talk

One demo. 20 minutes. No commitment.

Tell us about your municipality and one pain point you'd like to solve. We'll show you how Munia (and Carange around it) handles it. Reply within 48 hours.

Montreal, Quebec, Canada

Reply within 48 business hours. Your information stays confidential.