Real EstateSimple automationOne job done end to end in a single path: a trigger, then a short fixed sequence of actions across 2–3 apps (a reminder flow, form to CRM, a scheduled report). Simple automations are usually live within days.

Move-in day without the paper folder

For: Property management company with 600 units

Typical impact

Move-in admin cut by 80%

Property managers with hundreds of units often run every move-in from a paper folder and a checklist in someone's head. A signed lease starts a WhatsApp journey covering utilities, keys, welcome pack and meter photos, typically cutting move-in admin by eighty percent.

Typical results

1 hr

Admin per move-in

98%

Meter photos captured

600

Units on the flow

Figures reflect typical results for this kind of automation.

The challenge

Every move-in meant the same five hours of coordination: emailing utility instructions, phoning tenants to schedule key handover, printing welcome folders, and chasing meter readings that a third of tenants never sent. With twenty move-ins a month, the office spent whole days on repetition, and missed readings turned into billing disputes later.

Before and after

Before With the automation

Admin per move-in

−80%
5 hours
1 hours

Meter readings captured

+40%
70%
98%

Move-in queries to office

−67%
90 per month
30 per month

The automation

The moment a lease is signed, the tenant joins a WhatsApp journey timed to their move-in date. Utility setup guidance arrives step by step, a key-handover slot is booked straight into the property manager's calendar, and a digital welcome pack covers house rules, parking, and emergency contacts. On move-in day the tenant photographs each meter in the chat, and every reading, confirmation, and document logs against the tenancy record automatically.

How it works

  1. 01

    Lease signed

    The signed lease in the system enrolls the tenant in a move-in journey timed to their date.

  2. 02

    Utilities guided

    Step-by-step utility setup instructions arrive on WhatsApp exactly when they become relevant.

  3. 03

    Keys scheduled

    The tenant picks a key-handover slot synced straight to the property manager's calendar.

  4. 04

    Welcome pack

    A digital pack covers house rules, parking, waste days, and emergency contacts — no printing.

  5. 05

    Meters photographed

    On move-in day the tenant snaps each meter in the chat; readings log against the tenancy automatically.

Starts from

  • Signed lease
  • Move-in date

Delivers

  • Digital welcome pack
  • Meter photo capture
  • Logged to the tenancy

The impact

Move-in admin typically drops from five hours per tenancy to one, an eighty percent cut across twenty move-ins a month. Meter readings arrive for about ninety-eight percent of move-ins instead of seventy, first-week queries to the office fall by two thirds, and the paper folder is gone.

Questions about this automation

What triggers the move-in journey?

The signed lease in the property management system enrolls the tenant automatically. Messages are timed against the move-in date, so utility setup guidance, the key-handover booking and the welcome pack each arrive on WhatsApp when they become relevant. Nobody on the office team has to start or schedule the sequence.

How are meter readings captured?

On move-in day the tenant is asked to photograph each meter in the WhatsApp chat. The photos and readings are logged against the tenancy record automatically, giving a dated starting point for utility billing. If a meter photo is missing, the bot follows up with a reminder later that day.

How does key handover get scheduled?

The tenant picks a handover slot from the property manager's available times, and the booking goes straight into that manager's calendar. Confirmations, the welcome pack and documents are all stored on the tenancy. Simple automations like this are usually live within days, once the message timing and welcome pack are agreed.

Real Estate

Related automation examples

View all 60 examples

Want this in your business?

We map it to the tools you already use and show you where it saves the most time, in a free 30-minute call.