Bienes raíces
Bienes raíces: plantillas de automatización, página 3
226 flujos de trabajo listos para usar en Bienes raíces. Cada uno se encarga de un trabajo real que tu equipo hace cada semana, directamente en las herramientas que ya usas. Las apps que más aparecen aquí: Slack, Gmail y Google Sheets.
Automated Conservice Monthly Recovery Summary
On the first business day of each month, WebRun pulls total provider utility cost, total resident billback, and net recovery for every property from Conservice, logs the totals to a running Google Sheet, and posts a portfolio wide summary to Slack with the month over month trend.
Merlin Automated Fee Payment Reconciliation
Every morning, WebRun opens Merlin Software, checks which invoices are still awaiting payment, matches new Stripe payments against them, and gives your finance team a reconciliation list with any mismatches flagged for review.
Automated Envoy Visitor NDA Expiry Reminders
WebRun checks Envoy each morning for repeat visitors and contractors whose signed NDA has expired, drafts a renewal reminder email for review, and posts compliance a Slack summary of who still needs to resign.
Automated ManageAmerica Application Status Alerts
WebRun checks ManageAmerica for new and updated move in applications, drafts a status update email for each applicant in Gmail, and posts your leasing team a Slack alert so nothing waits in the queue.
Automated StarRez Move-Out Damage Charge Drafts
Every morning, WebRun checks StarRez for completed move-out inspections with damage notes, logs an itemized charge estimate to Airtable, and drafts the charge notice email in Gmail for your housing team to review before anything is billed.
UpKeep Automated Maintenance Request Triage
As new maintenance requests land in the facilities inbox, WebRun reads each one, creates the matching work order in UpKeep with a priority and category, and pings the assigned technician in Slack.
Automatic Flash Parking Gate Error Alerts
WebRun scans entry and exit logs in Flash Parking for gate errors, alerts your on-site team in Slack right away, and opens a maintenance ticket in Zendesk for recurring faults.
Automated Occupier Abstract Review Nudges
Every morning, WebRun checks Occupier for new lease abstracts sitting in review past your turnaround target and pings the assigned reviewer in Slack so nothing sits unfinished.
Automated Conservice Meter Read Exception Flags
Every morning, WebRun pulls the latest submeter reads in Conservice, flags any that look wrong such as zero reads, negative deltas, or readings far outside a unit's normal range, logs each one to Google Sheets, and posts the exception list to Slack so billing can fix it before the cycle closes.
Merlin Automated Expiring Points Nudges
Once a month, WebRun opens Merlin Software, finds owners whose points are expiring soon and unused, drafts a friendly nudge to book or bank them, and leaves it ready for your team to send.
Automated Envoy Emergency Roll Call Drafts
The instant a fire warden starts it, WebRun pulls everyone currently checked into Envoy, pages the on call safety officer through PagerDuty, and drafts a roll call list by floor in Slack for the warden to call out at the assembly point.
Automated ManageAmerica Rent Delinquency Alerts
WebRun checks ManageAmerica every morning for residents behind on lot rent, drafts a friendly text reminder for each one, and posts your collections team a worklist of who still owes and how much.
Automated StarRez Move-In Checklist Reminders
Every morning during move-in season, WebRun checks StarRez for residents missing checklist items, confirms their move-in time slot in Google Calendar, and drafts a reminder email in Outlook listing exactly what's left to finish.
UpKeep Automated Meter Reading Threshold Alerts
WebRun checks each asset's latest meter readings in UpKeep against its safe operating threshold and posts a Slack alert the moment one is crossed, so a technician can act before the asset fails.
Automatic Flash Parking Occupancy Alerts
WebRun watches live occupancy in Flash Parking, and the moment a garage crosses your full threshold, it alerts your team in Slack and texts the on-duty attendant.
Automated Occupier Expiring Lease Report
Every month, WebRun compiles a look ahead report of leases expiring in the next 24 months from Occupier, logs it to Google Sheets, drafts a renewal strategy note in Gmail, and posts your team a Slack summary.
Automated Conservice Late Utility Payment Reminders
Every Monday, WebRun pulls resident utility balances from Conservice, finds anyone past due, drafts a polite reminder email in Gmail for each, leaves it unsent for your property manager to review, and logs the full past due list to Google Sheets.
Merlin Automated Owner Collections Drafting
Every Monday, WebRun opens Merlin Software, finds owner accounts that stayed unpaid past your collections threshold, drafts a formal collections notice for each, and alerts your finance team in Slack so nothing gets sent without sign off.
Automated Envoy Desk No Show Alerts
WebRun checks Envoy each hour for booked desks with no check in, logs the no shows to a Google Sheet, and posts a Slack list of desks that are free to reclaim for walk ins.
Automated ManageAmerica Rent Increase Notices
WebRun finds leases coming up for renewal in ManageAmerica, calculates the proposed rent increase, drafts the notice letter, and logs the upcoming renewal list to a sheet for your property manager to review.
Automated StarRez Maintenance Request Routing
Every few minutes, WebRun checks StarRez for new maintenance requests, opens a routed ticket in Zendesk for the right crew, and texts the on-call tech in Twilio when a request is marked urgent.
UpKeep Automated Spare Parts Reorder Alerts
Every Monday, WebRun checks parts inventory in UpKeep against reorder points, drafts a QuickBooks purchase order for anything low, and posts Slack so a manager can approve before it goes to the supplier.
Automatic Flash Parking EV Charger Fault Alerts
WebRun checks EV charger status in Flash Parking every hour, alerts your facilities team the moment one faults, and drafts a service ticket for your maintenance vendor to review.
Automated Occupier Critical Date Alerts
Every morning, WebRun checks Occupier for critical lease dates coming up across your portfolio, adds a Google Calendar hold for each one, and posts your team a Slack digest of what needs attention this week.
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