Validation exception
Proxy-holder details are incomplete, so these votes are not included in the quorum total.
Loading...
App gallery
Interactive demo· Try the search, filters, record selection, and primary action
Members · Associations
Proxy and quorum count
Attendance and proxies come in for the annual meeting, and the agent computes quorum and attaches the vote results to the minutes.
Book a demoProxy and quorum count
Member directory synced2026 Annual Meeting · Vote control room
Meeting count overview
18th Annual General Meeting
Sep 18, 2026 · 2:00 PM · Grand Hall
Quorum met
Voting power represented
914/ 1,284 votes
Quorum threshold 643
+271 votes · 71.2%
In person
402 votes
Online
175 votes
Valid proxy
337 votes
Pending review
44 votes
7 forms
Attendance & proxy register
8 / 8 voting records
MemberVotesRepresentationValidation
Registry validation
5 counted · 3 exceptions
Valid proxies2
Awaiting review2
PRX-0217Needs correctionProxy
Beacon Materials
Votes
6 votes
- Member ID
- A-0146
- Received
- Sep 7 · 10:21 AM
- Submitted by
- Mia Evans · Manager
- Proxy holder
- Missing
Source evidence
2 attachments · PX-2026-0217
PROXY FORM
18th Annual General Meeting
- Member
- Beacon Materials
- Member ID
- A-0146
- Votes
- 6 votes
- Representation
- Proxy to member
- Proxy holder
- Missing
Mia Evans · Manager
Mia Evans
Needs correction
Proxy holder missing
- Preservation
- PDF/A-2b
- E-signature
- Verified
- Audit hash
- 8A4F…D92C
Document checks
Source files were reconciled against the live member directory.
Legal name and member ID matchPassed
Voting power matches registerPassed
Officer signature or seal verifiedPassed
Proxy holder identity completeMissing
Workflow
What this app handles
Review the current state of annual meeting attendance, proxies, and voting power and complete “Certify quorum” from the same workspace.
Member / Voting power
Connect the two source records needed for annual meeting attendance, proxies, and voting power and keep them current.
Total voting power
1,284 votes is calculated from the current worklist. Across 428 members.
Representation / Proxy validation
Review evidence and status on each item, with exceptions brought to the front.
Certify quorum
Write the approved result back and retain who changed what and when.
Recommended connections
Recommended systems for this app
Connect the systems and data you already use in the way your workflow needs.
- DocuSign
Signature status sync
- Google Drive
Document sync
- Google Sheets
Import and export
- Slack
Notifications and actions
- Member relationship management system
Voter eligibility, proxy rights, and contacts
- Electronic voting system
Participation, voting rights, and result totals
Related apps
Apps used with this workflow
- Members · Associations
Member directory updates
Officer and contact changes arrive by email, and the agent updates the directory and keeps the change history.
- Members · Associations
Member newsletter
The agent assembles the monthly newsletter from association notices and the event calendar and sends it to each member contact.
- Members · Associations
Grant opportunity alerts
The agent reads federal and state grant announcements and forwards the ones that fit each member's line of business.
TAILORED IMPLEMENTATION
Bring Proxy and quorum count into the way your team already works
Connect the systems and documents you already use, then tailor permissions, exception handling, and approvals to your operation.