Real Estate & Property
Real Estate & Property automation templates, page 2
226 ready-made workflows for Real Estate & Property. 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: Slack, Gmail and Google Sheets.
Automated Occupier Renewal Option Alerts
Every Monday, WebRun scans Occupier for leases with a renewal, expansion, or termination option whose exercise window is closing, drafts an internal decision brief in Gmail, and posts the team a ranked Slack list.
Merlin Automated Reservation Confirmation Drafts
When an owner books a stay in Merlin Software, WebRun drafts a confirmation email with the unit, dates, and check in details, and leaves it ready for your team to send.
Automated Envoy Weekly Occupancy Report
Every Monday, WebRun pulls last week's badge and desk occupancy data from Envoy, logs the daily counts to a Google Sheet, and emails facilities leadership a short report on peak days and underused floors.
Automated ManageAmerica Submeter Exception Alerts
WebRun checks each new batch of submeter readings uploaded to ManageAmerica against the resident's usage history, flags anything that looks like a meter error, and logs the exceptions to a sheet before bills go out.
Automated StarRez Balance Due Reminders
Every Monday, WebRun checks StarRez for residents with a housing balance past due, drafts a payment reminder email in Gmail for your billing team to review, and logs the full collections worklist to a tracking sheet.
UpKeep Automated Preventive Maintenance Reminders
Every Monday, WebRun scans UpKeep for preventive maintenance tasks due in the next 7 days and posts each technician a Slack checklist so scheduled maintenance never gets missed.
Automatic Flash Parking Overstay Vehicle Alerts
WebRun watches parked vehicles against their paid or permitted window in Flash Parking, and the moment one overstays, it alerts your team in Slack and texts the roving attendant.
Automated Occupier Portfolio Rent Roll
Every month, WebRun compiles every active lease from Occupier into a rent roll, logs it to Google Sheets with base rent, escalations, and term end dates, and posts your team a Slack summary.
Automated Conservice Provider Invoice Reconciliation
Every month, once provider invoices post, WebRun matches each water, electric, and gas invoice in Gmail against the expected charge on the property's Conservice ledger, logs the match status to Google Sheets, and posts any invoice that's missing, duplicated, or off by more than a set amount to Slack.
Merlin Automated Exchange Request Follow Ups
Every Monday, WebRun opens Merlin Software, checks the status of every open week or points exchange request, drafts an owner update for any that changed, and logs a follow up list in Airtable for your exchange coordinator.
Automated Envoy Meeting Room Utilization Report
Every Monday, WebRun compares Envoy room bookings against Google Calendar attendance, logs each room's actual utilization to a Google Sheet, and posts facilities a Slack report on which rooms are overbooked, underused, or the wrong size.
Automated ManageAmerica Insurance Expiry Reminders
WebRun checks ManageAmerica each week for renters or liability insurance certificates expiring soon, drafts a renewal reminder email and text for each resident, and posts your property manager a list of who still needs to renew.
Automated StarRez RA Duty Roster Reminders
Every night before rounds begin, WebRun checks the on-call schedule in Google Calendar against duty log activity in StarRez, reminds the RA on duty in Slack, and flags any uncovered shift to the Residence Director.
UpKeep Automated PM Compliance Reporting
On the first of the month, WebRun tallies how many preventive maintenance tasks were completed on time in UpKeep, logs the compliance rate to a sheet, and posts Slack with last month's score by asset and location.
Automated Flash Parking Permit Expiry Reminders
Every morning, WebRun finds monthly permits expiring soon in Flash Parking, drafts a renewal reminder for each parker in Gmail, and leaves it for your office team to send.
Automated Occupier Percentage Rent Reports
Every month, WebRun compiles each location's gross sales from Google Sheets, calculates percentage rent due against the lease breakpoint in Occupier, drafts the landlord report in Gmail, and posts your team a Slack summary.
Automated Conservice Move Out Bill Proration
When a resident moves out, WebRun pulls their move out date and final submeter read from Conservice, prorates the utility charge to the days occupied, drafts the final bill email in Gmail, and leaves it unsent for your property manager to review before it goes to the former resident.
Automated Merlin Maintenance Fee Reminders
Every Monday, WebRun opens Merlin Software, finds owner accounts with a past due maintenance fee balance, drafts a polite reminder email for each, and gives you a Google Sheets list of who still owes.
Automated Envoy Host Follow Up Reminders
WebRun checks Envoy each hour for hosts who have not acknowledged a waiting visitor, sends a Microsoft Teams nudge, and emails their manager if the visitor is still unacknowledged after 20 minutes.
Automated ManageAmerica Leasing Lead Follow Up
WebRun checks ManageAmerica for new leasing leads, drafts a personal follow up email for each one in Gmail, and pings the assigned leasing agent in Slack so no lead goes cold.
Automated StarRez Occupancy Report
Every night, WebRun pulls occupancy and vacancy counts by hall from StarRez, logs the daily snapshot to a tracking sheet, and posts the report to your housing ops team on Telegram.
UpKeep Automated Overdue Work Order Escalation
Every morning, WebRun checks UpKeep for work orders past their due date, logs each one to a tracker sheet, and posts a ranked escalation list in Slack so managers catch delays before they stall a job.
Automated Flash Parking Lost Ticket Fee Alerts
WebRun finds lost-ticket exits in Flash Parking, drafts the flat fee as a pending charge in Stripe, and posts it to Slack for your shift lead to approve before it's charged.
Automated Occupier Missing Document Flags
Every month, WebRun audits Occupier for leases missing a key document such as the executed lease, an amendment, a certificate of insurance, or an estoppel, and drafts a request email for whoever can supply it.
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