One automation per guide, start to finish. Which export to turn on, how to get it out on a schedule, the logic, the thresholds I use and why, and the three ways it breaks after a month.
They are ordered by what I would build first, which is not the same as what takes longest. The first one on the list finds money in almost every portfolio I have looked at.
The aging report tells you who owes. It does not tell you who changed. This is the one that finds money.
Pull the expiry date off every certificate as it arrives, and block work orders against expired vendors.
Per-meter baselines and a threshold. A bill that tripled has been tripling since the period started.
Fuzzy match on vendor, amount and date across a rolling window, before approval.
Recompute the management fee from collected revenue and compare. Errors here are common and they compound.
The rent leak calculator splits the gap between what your rent roll says you could collect and what actually reaches the bank, into vacancy, non-revenue units, loss to lease, concessions and uncollected rent. It runs on figures you already have and it takes about two minutes. Most owners are surprised by which of the five is largest.
These take a while to write properly. One email when a new guide is live.
No sequence, no upsell drip. Unsubscribe link on every send.