Property operations / 30 September — 11 October 2026
Eight workflows.
One property operation.
I’m building an agent to help run my rental property. These eight workflows explain what I want it to handle and what I review myself.
Short articles about the work I want the agent to handle. Illustrations show the steps; examples use fictional records.
Bookkeeping
Let the agent handle the rent bookkeeping
I want the agent to match payments, prepare the sheet changes and bring me the exceptions.
Published
Reminders and announcements
Send the right reminder, with the right balance
Check the current balance, review the message, then record what happened.
Published
Tenant complaints
Check the facts before sending a tenant warning
Collect the facts, find the applicable rule and prepare a response for review.
Published
Maintenance and inventory
A repair needs a clear finish
Notify both workers, verify the repair and record its costs once.
Published
Contract signing
Get the lease signed and the tenant registered
Prepare the agreement, collect both signatures and check the tenant register.
Published
Applicant qualification
Assess applicants against my actual criteria
Apply my supplied criteria and explain the result for each applicant.
Published
Move-in handover
Record the apartment before the tenant moves in
Save the condition, photos and meter readings in a record both people sign.
Published
Renewal and move-out
Work out the deposit refund from the actual records
Use actual costs, verified balances and my selected deductions to prepare the refund.
Published