Real Estate and Asset Management AutomationsPurpose
1.2. Automatedly process data on current occupancy, rental returns, lease expirations, and vacant units.
1.3. Automator aggregates metrics from property management, accounting, and CRM systems for board or stakeholder review.
1.4. Automation enables scheduled or real-time report creation emailed, stored, or integrated directly into business dashboards.
1.5. Automating this flow ensures accuracy, reduces manual labor, and provides time-sensitive analytics.
Trigger Conditions
2.2. Manual trigger by authorized cooperative stakeholders.
2.3. Triggered on data updates in property management databases (new lease, vacancy, or renewal).
2.4. API call from external business intelligence or dashboard platforms.
2.5. Conditional triggers: thresholds (e.g., vacancy rate >5%) automates urgent reporting.
Platform Variants
• Feature/Setting: Reports API – automate export of occupancy and lease data via scheduled flows.
3.2. Microsoft Power BI
• Feature/Setting: Power Automate Flows – automate scheduled dataset refreshes and auto-email reports.
3.3. Google Sheets
• Feature/Setting: Google Apps Script – automate population and sharing of vacancy reports using triggers.
3.4. Airtable
• Feature/Setting: Airtable Automations – automate snapshot of property records and generate report tables.
3.5. Zoho Creator
• Feature/Setting: Workflow Automation – automate report generation on record updates.
3.6. Smartsheet
• Feature/Setting: Automated Workflows – automate data compilation and deliver PDF/Excel vacancy reports.
3.7. HubSpot
• Feature/Setting: Custom Workflows and Reporting API – automate pulling CRM tenant activity and vacancy updates for custom reports.
3.8. QuickBooks Online
• Feature/Setting: Reports API – automate rent roll and income/vacancy reporting.
3.9. Xero
• Feature/Setting: Accounting Reports API – automate integration of property revenue streams for aggregated reporting.
3.10. Jotform
• Feature/Setting: Report Builder – automate form intake to summary report flow and PDF generation.
3.11. Asana
• Feature/Setting: Reporting Automation via Asana API – automate task completion status into project status reports.
3.12. Monday.com
• Feature/Setting: Automations + Dashboards – automate visualization and periodic report creation on property assets.
3.13. Notion
• Feature/Setting: API and Databases – automate property metrics collation and templated report assembly.
3.14. Yardi Voyager
• Feature/Setting: Scheduled Report Writer – automate generation and distribution of property/vacancy reports.
3.15. Buildium
• Feature/Setting: Reports API – automate extraction of property performance and vacancy data.
3.16. AppFolio
• Feature/Setting: AppFolio API – automate dashboard integration and scheduled performance reporting.
3.17. SAP Business One
• Feature/Setting: Query Generator – automate financial and occupancy reports generation for asset analysis.
3.18. Tableau
• Feature/Setting: Tableau Prep Conductor – automate scheduled prep and distribution of real estate data dashboards and reports.
3.19. Slack
• Feature/Setting: Incoming Webhooks – automate sending vacancy/performance alerts or summaries to board channels.
3.20. Mailchimp
• Feature/Setting: Automated Campaigns – automate mass distribution of stakeholder property performance reports.
Benefits
4.2. Automator delivers real-time or scheduled insights to support agile board decision-making.
4.3. Automatedly consolidates data from disparate property, accounting, and CRM platforms.
4.4. Automate compliance with reporting standards and transparency requirements for cooperatives.
4.5. Automation ensures scalable, repeatable, and audit-ready oversight across large portfolios.
4.6. Improves stakeholder confidence and communication through timely, automated reports.