HOA management

HOA management automation templates

12 ready-made workflows for HOA management. Each one handles a real job your team does every week, right inside the tools you already use. The apps that come up most here: Google Sheets, Gmail and TownSq.

HOA management
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Automated HOA Work Order Vendor Dispatch
When a new work order lands in TownSq, WebRun reads the issue type, matches it to the right vendor from your roster, and drafts a dispatch email for the manager to approve and send.
TownSqGoogle SheetsGmail
Automated HOA Violation Notice Drafting
When a new violation is logged, WebRun pulls the details from Vantaca, drafts a formal CC&R notice citing the correct rule, and queues it for the manager to review and approve before it reaches the homeowner.
VantacaGoogle SheetsGmail
Automated HOA Violation Cure Deadline Tracking
Every morning, WebRun checks Vantaca for open violations approaching or past their cure deadline, updates the compliance tracker in Google Sheets, and drafts follow-up notices for the manager to review.
VantacaGoogle SheetsGmail
Automated HOA Vendor COI Expiry Tracking
Every week, WebRun checks your vendor COI tracker in Google Sheets, flags certificates expiring within 30 days, and drafts a renewal request email to each vendor for the manager to send.
VantacaGoogle SheetsGmail
Automated HOA New Homeowner Welcome Emails
When a new owner is added to PayHOA, WebRun gathers their account details, drafts a welcome email with portal login instructions, and queues it for manager review before anything is sent.
PayHOAGoogle SheetsGmail
Automated HOA Monthly Financial Summary Digest
On the first of each month, WebRun pulls key financial figures from PayHOA, compiles a concise summary of income, expenses, and reserve status, and posts it to the management Slack channel so the team starts the month informed.
PayHOAGoogle SheetsSlack
Automated HOA Late Fee Waiver Request Review
When a homeowner submits a late-fee waiver request, WebRun pulls their payment history from PayHOA, summarizes the case, and adds it to the board waiver review list in Google Sheets so the board can decide at the next meeting.
PayHOAGoogle SheetsSlack
Automated HOA Homeowner Request Triage and Routing
Every morning, WebRun reads new homeowner requests in TownSq, categorizes each by type, assigns it to the correct team queue in Google Sheets, and posts a triage summary to Slack so the manager starts the day knowing exactly what landed overnight.
TownSqGoogle SheetsSlack
Automated HOA Board Meeting Packet Assembly
Before each board meeting, WebRun pulls the financials from PayHOA, collects open violations, work orders, and ARC items from the tracker, and compiles the full packet outline into a Google Sheets summary for the manager to finalize.
PayHOAGoogle SheetsSlack
Automated HOA Delinquency Notice Drafting
Every week, WebRun opens Vantaca, finds owners with overdue assessments, drafts a polite delinquency notice for each, and queues them for the manager to review and send.
VantacaGoogle SheetsGmail
Automated HOA Architectural Review Request Tracking
Every morning, WebRun checks TownSq for open architectural review requests, updates the status tracker, flags requests nearing their decision deadline, and drafts owner update emails for the manager to send.
TownSqGoogle SheetsGmail
Automated HOA Amenity Reservation Confirmations
Every morning, WebRun checks TownSq for new amenity reservation requests, logs them to the reservations tracker, and drafts a confirmation email for each so the manager can approve and send with one click.
TownSqGoogle SheetsGmail

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