Bienes raíces
Bienes raíces: plantillas de automatización, página 9
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 Stripe Failed Payment Recovery
WebRun checks Stripe each morning for failed membership charges, drafts a polite update-your-card message to each affected member in Gmail, leaves every draft unsent for the team, and posts a Slack list of payments to recover.
Automated Desk Occupancy Reports
WebRun opens Nexudus each Monday, pulls desk occupancy against capacity, builds an occupancy report in Google Sheets, and posts your team a short Slack summary of how full the space is and where there is room to sell.
Automated Daily Bookings and Visitor Digest
WebRun opens Cobot each morning, pulls today's bookings and expected visitors, logs them to a Google Sheet, and posts the front desk a Slack digest of who is coming in and which rooms are booked.
Automated Community Event Reminders
WebRun checks Archie each morning for upcoming community events, drafts a friendly reminder to members in Gmail, leaves every draft unsent for your review, and pings you on Telegram with which events are coming up.
Automated Coworking Churn Risk Flags
WebRun reviews OfficeRnD check-ins each week, flags active members whose visits have dropped off, logs the at-risk list to a Google Sheet, and posts your community team a Slack list of who to reach out to before they cancel.
Automated Kisi Access Change Review
WebRun reviews Kisi access against your member roster, prepares the access changes that are needed, and posts an admin a Slack approval list with a Google Sheet of exactly what to add or remove. It never changes door access on its own.
Automated Buildium Work Order Dispatch
When a new work order arrives in Buildium, WebRun reads the issue and property, picks the preferred vendor for that trade, and drafts a dispatch email to them in Gmail for your review, then posts your team a Slack note of what is waiting to go out.
Automated Security Deposit Disposition
WebRun checks Yardi Breeze for tenants who moved out, pulls the deposit held and any inspection charges, drafts an itemized deposit disposition letter to each former tenant in Gmail for your review, and sends you a Telegram list ranked by each state's return deadline.
Automated Renters Insurance Expiry Chasing
WebRun checks Rent Manager for renters insurance policies expiring soon or already lapsed, drafts a renewal-reminder email to each tenant in Gmail for your review, and posts your team a Slack list of which units are about to fall out of compliance.
Automated Rent Increase Notice Drafts
WebRun checks Yardi Breeze for leases coming up for renewal, drafts a rent increase notice to each tenant in Gmail with the new amount and effective date for your review, and logs every notice in a Google Sheet so nothing misses its required notice period.
Automated Property Inspection Scheduling
WebRun checks TenantCloud each week for units due a routine inspection, drafts an entry-notice email to each tenant in Gmail with a proposed date for your review, and sends you a Telegram list of which inspections are due so the whole portfolio stays on a cycle.
Automated Hemlane Tour Follow-Ups
WebRun checks Hemlane for prospects who toured a unit but have not applied, drafts a warm follow-up email to each one in Gmail with a link to apply for your review, and posts your leasing team a Slack list of who to nudge so good prospects do not slip away.
Automated DoorLoop Owner Statement Recaps
WebRun opens each owner statement in DoorLoop, pulls the income, expenses, and net distribution, drafts a plain-English summary email to each owner in Gmail for your review, and posts you a Slack list of which statements are ready to send.
Automated Move-Out Inspection Scheduling
WebRun checks Buildium for leases ending soon, drafts an email to each departing tenant in Gmail proposing a move-out inspection time for your review, and sends you a Telegram list of inspections to lock in so no unit is handed back unchecked.
Automated Maintenance SLA Breach Alerts
WebRun checks your Propertyware work orders every hour, finds the ones open past their target response or completion time, logs each breach with the unit and age in a Google Sheet, and alerts your team in Slack so slow jobs get pushed before tenants complain.
Automated Lease Renewal Forecasting
WebRun reads your AppFolio leases each week, groups every lease expiring over the next few months by month and property, logs the forecast into a Google Sheet, and posts your team a Slack digest so you can plan renewals and turnovers before the crunch hits.
Automated DoorLoop Application Tracking
WebRun checks your DoorLoop rental applications every few minutes, reads where each one is in screening, logs the stage and what is missing into a Google Sheet, and posts your leasing team a Slack note when an application is ready for a decision.
Automated AppFolio Delinquency Tracking
WebRun opens your AppFolio Delinquency report each morning, lists every tenant past due with the balance and days late, notes who already owes a late fee, and posts your team a Slack digest ranked by how much is outstanding.
Automated DoorLoop Lease Renewal Offers
WebRun checks DoorLoop for leases ending soon, drafts a renewal offer email to each tenant in Gmail with the new term and rent for your review, and posts you a Slack list of who to renew and by when.
Weekly Vacancy & Occupancy Report
WebRun pulls occupancy data from AppFolio every week, calculates your vacancy rate per building, and posts a clear report to Slack so you always know where you stand.
Chase Tenants for Missing Documents
WebRun checks which tenants have outstanding documents - IDs, pay stubs, or signed addenda - and drafts a polite chase email for each one, queued for your approval.
Send Tenant Move-In & Move-Out Checklists
WebRun prepares a personalised move-in or move-out checklist for each tenant and drafts it for your approval before sending - so no step is missed and no document goes out without a review.
Reconcile Rent Payments Automatically
WebRun matches rent payments received in your bank against the rent ledger in AppFolio and flags any discrepancies for your review.
Follow Up on Expiring Leases
WebRun spots leases expiring in the next 60 days, drafts a renewal-offer email for each tenant, and queues them for your review so no tenancy lapses by accident.
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