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Property Management Automation

Automate property management: rent collection, maintenance requests, expense tracking, tenant communication.

Complexity: Moderate | Duration: 5-15m | Category: Finance/Investment

Tags: property-management rent-collection maintenance accounting automation

Workflow Diagram​

Steps​

Step 1: Rent Collection​

Agent: property

manager - Auto-charge rent via ACH on due date

Step 2: Late Notices​

Agent: notification

specialist - Send automated late notices after grace period

Step 3: Maintenance Requests​

Agent: property

manager - Route maintenance requests to vendors

Step 4: Work Order Tracking​

Agent: project

manager - Track work order status and completion

Step 5: Expense Recording​

Agent: accounting

specialist - Log all property expenses

Step 6: Income Recording​

Agent: accounting

specialist - Log rent payments and other income

Step 7: Lease Tracking​

Agent: property

manager - Alert on lease expirations 60 days out

Step 8: Inspection Scheduling​

Agent: property

manager - Schedule quarterly property inspections

Step 9: Tenant Communication​

Agent: notification

specialist - Send property updates, reminders

Step 10: Financial Reporting​

Agent: financial

analyst - Generate monthly P&L per property

Step 11: Dashboard Update​

Agent: dashboard

builder - Update property management dashboard

Usage​

To execute this workflow:

/workflow finance/investment/property-management-automation.workflow

See other workflows in this category for related automation patterns.