Workflow Automations

Automate compliance alerts, rent collection, inspections & tenant communications

Active Workflows
11
All running normally
Total Executions
247
+38 this week
Hours Saved
142
~18 hrs/week avg
Success Rate
97.8%
+0.3% from last month
shield
COI Expiration Monitor
30/15/7 day auto-reminders with lockout on expiry
100%
Success
47
Runs
Last: Today 7:00 AM
Next: Tomorrow 7:00 AM
file
HVAC Maintenance Tracker
Quarterly cert verification and vendor follow-up
94%
Success
32
Runs
Last: Today 6:30 AM
Next: Tomorrow 6:30 AM
dollar
Rent Collection & AR
Invoice generation, payment tracking, late notices
98%
Success
10
Runs
Last: Feb 1, 2026
Next: Mar 1, 2026
upload
Leasing Marketing Engine
Targeted broker outreach, lead capture, pipeline mgmt
92%
Success
86
Runs
Last: Today 8:00 AM
Next: Tomorrow 8:00 AM
alert
Late Rent Notice
Auto-send after 5 days past due with escalation
100%
Success
3
Runs
Last: Feb 6, 2026
Next: On trigger
calendar
Lease Renewal Reminder
180/90/60 day notices before lease expiration
100%
Success
12
Runs
Last: Feb 20, 2026
Next: Mar 20, 2026
camera
Vacant Property Security
Activate cameras, codes, and dispatch on move-out
97%
Success
24
Runs
Last: Today 2:14 AM
Next: Continuous
check
Tenant Onboarding Checklist
LOI to possession automated workflow tracking
100%
Success
5
Runs
Last: Feb 18, 2026
Next: On trigger
building
Property Tax Monitor
Track assessments, deadlines, and appeal windows
100%
Success
4
Runs
Last: Jan 15, 2026
Next: Apr 15, 2026
shield
Insurance Policy Aggregator
Consolidate and track all property insurance policies
100%
Success
10
Runs
Last: Feb 1, 2026
Next: Mar 1, 2026
wrench
Maintenance Request Router
Auto-route and assign maintenance requests by type
0%
Success
0
Runs
Last: N/A
Next: N/A
chart
Portfolio Performance Report
Weekly automated NOI/occupancy summary to stakeholders
100%
Success
14
Runs
Last: Feb 21, 2026
Next: Feb 28, 2026

Execution Log

Recent automation activity across all workflows

Workflow Timestamp Trigger Outcome Action
COI Expiration Alert Feb 25, 2026 08:00 scheduled Success Sent 30-day reminder to Walgreens #5847 tenant
Rent Collection Feb 25, 2026 06:00 scheduled Success Generated March invoices for 6 tenants via QuickBooks
HVAC Cert Escalation Feb 24, 2026 14:30 condition Success Escalated Family Dollar #4108 Q4 cert to property manager
Lease Renewal Pipeline Feb 24, 2026 09:15 scheduled Skipped No leases expiring within 180-day window
Move-Out Coordinator Feb 23, 2026 16:45 event Success Updated FD#4108 checklist — signage removal confirmed
Maintenance Digest Feb 23, 2026 07:00 scheduled Success Sent weekly maintenance summary to andy@greengridcre.com