Bienes raíces
Bienes raíces: plantillas de automatización, página 4
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 High Consumption Leak Alerts
Every morning, WebRun compares each occupied unit's latest submeter read in Conservice against its own trailing average, flags any unit running well above its normal consumption, and posts the list to Slack so maintenance can check for a leak before it shows up on next cycle's bill.
Merlin Automated Deed Transfer Status Alerts
Every Monday, WebRun opens Merlin Software, checks the status of every open deed transfer, and alerts your closing team in Telegram about any that have not moved in over a week.
Automated Envoy Delivery Pickup Reminders
WebRun checks Envoy Deliveries each morning for packages that have not been picked up, messages each recipient a reminder in Microsoft Teams, and logs aging packages to a Google Sheet for the mailroom.
Automated ManageAmerica Home Inventory Aging Report
WebRun checks ManageAmerica for every home listed for sale, cross checks the carrying cost in QuickBooks, and logs an aging report so your sales team knows which homes have sat longest.
Automated StarRez Application Status Digest
Every morning, WebRun checks StarRez for new and updated housing applications, logs how many are submitted, incomplete, and approved to a tracking sheet, and posts your housing team a status digest in Slack.
UpKeep Automated Daily Work Order Digest
Every morning, WebRun opens UpKeep, counts open work orders by status and priority, and posts a Slack digest so the maintenance team knows the day's workload before the first coffee.
Automated Flash Parking Cash Drop Reconciliation
Every night, WebRun compares each attendant's cash drop against Flash Parking's expected cash transactions, logs the totals to a sheet, and flags any shortage or overage in Slack.
Automated Occupier Co-Tenancy Clause Alerts
Every month, WebRun checks Occupier for leases with a co-tenancy clause approaching its annual measurement date, holds a calendar reminder to confirm current occupancy, and drafts a landlord notice in Gmail if a breach looks likely.
Automated Conservice Cost Recovery Ratio Report
After each billing cycle closes, WebRun pulls total provider utility cost and total resident billback from Conservice for every property, calculates the cost recovery ratio for each, and posts a ranked Slack report so you can see which properties are under target before the next cycle.
Merlin Automated Board Financial Reporting
On the first of each month, WebRun opens Merlin Software, pulls maintenance fee collections, delinquency, and reserve fund figures for the prior month, and posts a board ready financial digest to Slack.
Automated Envoy Visitor Arrival Digest
Every morning, WebRun opens Envoy, pulls today's expected visitors and their hosts, checks each host's Google Calendar for conflicts, and posts a Slack digest so your office knows who is coming in and when.
Automated ManageAmerica Payment Reconciliation
WebRun checks that every payment received in ManageAmerica matches what QuickBooks shows deposited, flags any mismatch, and posts your accounting team a daily reconciliation summary.
Automated StarRez Conference Housing Digest
Every morning, WebRun checks StarRez for new and updated conference and summer housing bookings, logs each group's headcount and dates to a Trello board, and posts your ops team a Slack digest of what changed.
UpKeep Automated Critical Asset Downtime Alerts
WebRun watches UpKeep for critical assets marked down, pages the on-call technician on Telegram within minutes, and posts the ops channel in Slack so downtime gets a fast response.
Automated Flash Parking Rate Change Approvals
WebRun watches occupancy and demand in Flash Parking, drafts a proposed rate change when it shifts, and posts it to Slack for a manager's approval before anything goes live.
Automated Occupier CAM Reconciliation Flags
When a landlord posts a CAM reconciliation, WebRun compares the billed actuals in Occupier against budget and lease caps, logs the variance to Google Sheets, and drafts a query email in Gmail for anything over threshold.
Automated Conservice Billback Dispute Follow-Ups
When a resident disputes a utility billback charge, WebRun pulls the unit's meter read history and allocation math from Conservice, drafts a response in Gmail that walks through exactly how the charge was calculated, and leaves it unsent for your property manager to review before it goes to the resident.
Merlin Automated Annual Assessment Reminders
In assessment season, WebRun opens Merlin Software, finds owners who have not yet paid this year's annual assessment, drafts a payment reminder with a Stripe payment link, and leaves it ready for your review.
Automated Envoy Badge Access Anomaly Alerts
WebRun cross checks Envoy visitor and employee badge activity against Verkada door access logs each hour, flags after hours entries and re entries without a new sign in, and posts security a Microsoft Teams alert to review.
Automated ManageAmerica Violation Notice Drafts
WebRun logs rule violations found during inspections in ManageAmerica, drafts a notice letter for each resident in Gmail, and posts your property manager a summary of this week's violations for review.
Automated StarRez Conduct Case Follow-Ups
Every morning, WebRun checks StarRez for conduct incidents awaiting a next step, drafts the follow-up notice in Outlook for the conduct officer to review, and alerts the case owner in Slack so nothing sits unaddressed.
UpKeep Automated Asset Warranty Expiry Alerts
Every Monday, WebRun checks asset warranty end dates in UpKeep, logs anything expiring in the next 60 days to a register, and posts Slack so someone can decide on a service contract before coverage lapses.
Automated Flash Parking Revenue Digest
Every morning, WebRun opens Flash Parking, pulls yesterday's revenue by garage and rate type, logs it to a sheet, and posts your team a clear digest in Slack.
Automated QC Review Queue
Every morning, WebRun finds title orders whose search is done but still needs QC in AbstractorPro and posts the examiner a ranked Slack review queue.
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