Real Estate & Property
Real Estate & Property automation templates, page 8
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.
SiteLink Automated Overlock Removal Worklist
When a previously overlocked tenant pays their balance in SiteLink, WebRun detects the cleared payment, adds the unit to a removal worklist in Google Sheets, and posts an alert to Slack so staff can action the physical overlock promptly.
storEDGE Daily Move-Out Readiness Digest
Every morning, WebRun checks storEDGE for scheduled move-outs and recently vacated units, builds a cleanout and readiness digest in Google Sheets, and posts a staff briefing to Slack so no unit sits idle or unready for re-rental.
SiteLink Automated Move-In Welcome Drafts
When a new rental is created in SiteLink, WebRun drafts a welcome message with the gate code, unit location, and access instructions for a staff member to review and send.
storEDGE Automated Failed Autopay Recovery
When an autopay charge fails in storEDGE, WebRun logs the failure, drafts a payment-update notice for the tenant, and adds them to a recovery sheet. It never retries the charge or sends the notice without staff approval.
SiteLink Automated Delinquency Reminders
Every morning, WebRun checks SiteLink for tenants whose rent is past due, builds an internal chase list, and drafts polite reminder notices for your review before anything is sent.
storEDGE Automated Lien Eligibility Flags
WebRun checks your storEDGE delinquency records daily, identifies units that have crossed the lien notice threshold, and builds a human-review worklist. It never starts an auction or sends a lien notice automatically.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
Automated Coworking Upsell Opportunity Flags
WebRun reviews OfficeRnD each week for members bumping up against their plan limits, flags clear upgrade and add-on openings, logs them to a Google Sheet, and posts your team a Slack list of upsell conversations worth having.
Automated Coworking Tour Lead Follow-Ups
WebRun checks OfficeRnD each morning for prospects who booked or took a tour but have not heard back, drafts a warm follow-up email to each in Gmail, leaves every draft unsent for your review, and pings you on Telegram with who to nudge.
Automated OfficeRnD Overdue Invoice Chasing
WebRun opens OfficeRnD each Monday, finds member invoices past their due date, drafts a polite payment reminder to each one in Gmail, leaves every draft unsent for the team, and posts a Slack list of who is still outstanding.
Automated New Member Onboarding Emails
WebRun opens OfficeRnD each morning, finds members who joined since yesterday, drafts a warm welcome email with wifi and access details in Gmail, leaves every draft unsent for the team, and posts a Slack heads-up so the team can greet them.
Automated Membership Renewal Reminders
WebRun opens OfficeRnD each morning, finds memberships coming up for renewal soon, drafts a friendly renewal note to each member in Gmail, leaves every draft unsent for the team, and posts a Slack list of who is up for renewal.
Automated Meeting Room Utilization Reports
WebRun opens Nexudus each Monday, pulls last week's meeting-room bookings, builds a utilization report in Google Sheets showing hours booked and busiest rooms, and posts your team a short Slack summary of how the rooms performed.
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