Task Automation
A single click can automate unlimited actions in PropertyMe.
Introducing purpose-built automations tailored for Property Managers
Arrears follow-up? Done. New tenant tasks? Already assigned. Vacate process? Running in the background.
Arrears automations Checklist automations Automation templates If this then that automations New property automations Termination date automations New tenant automations Break lease date automations Vacate date automations Rent review automations Unlimited templates Unlimited actions
Arrears automations Checklist automations Automation templates If this then that automations New property automations Termination date automations New tenant automations Break lease date automations Vacate date automations Rent review automations Unlimited templates Unlimited actions
Arrears automations Checklist automations Automation templates If this then that automations New property automations Termination date automations New tenant automations Break lease date automations Vacate date automations Rent review automations Unlimited templates Unlimited actions
What if your to-do list took care of itself?
Imagine never having to assign checklist items or send the same message template again.
With end-to-end Automations, the repetitive work disappears — replaced by seamless workflows that run themselves.
From trigger to task completion, let Automations do the heavy lifting while you focus on what matters most.
From reactive to effortless
Arrears automation — set it and forget it
Take control of your arrears follow-up with effortless automation.
Choose the day, trigger and message — and let the system handle the rest.
Your messages go out exactly as scheduled — no chasing, no stress.
You stay in control. We take care of the busywork.
Unlock next-level efficiency with powerful new automation triggers
The actions you do every day can now trigger fully automated workflows.
Save time, reduce manual effort and keep your team in sync. Build smart, custom automations that activate at exactly the right moment, using new event-based triggers including adding a new property, setting a termination date, assigning a new tenant, entering a break lease, scheduling a vacate date and rent review being due.
Set it once. Let it run. Watch your portfolio manage itself — automatically.
Say goodbye to admin fatigue
Your workflow. Your projects. Your rules. Without lifting a finger.
With Automations, you stay firmly in control — just without the manual effort.
You decide when things happen, how they happen, and what gets sent or done at each step.
Whether it’s assigning tasks, sending updates, or progressing checklists, everything runs exactly the way you’ve set it — consistently and reliably.
It’s your process, your way — only faster, smarter, and hands-free.
Start fast with ready-to-go templates
No need to build from scratch. Our quick-start automation templates are designed around the tasks you do most — so you can hit the ground running.
Just clone, tweak and launch in minutes. Whether it’s arrears, lease terminations or new tenancy workflows, you’ll find a template to match.
It’s the fastest way to save hours — and create consistency across your team from day one.
Take a closer look at Automations
Frequently asked questions
What are property management Automations?
Property management Automations are workflows that trigger tasks, send messages or progress checklists automatically — based on key events like new tenancies, arrears or vacate dates.
With PropertyMe, you can automate routine admin and stay in control without the manual effort.
How will automations improve my workflow?
Automations reduce repetitive tasks so you can focus on high-value work. Whether it’s arrears, leasing or vacates, PropertyMe keeps everything running in the background so your team stays in sync and nothing slips through the cracks.
Can I automate arrears management with PropertyMe?
Yes — PropertyMe’s arrears automation is available for every plan. Arrears Automations let you set follow-up messages to send at exactly the right time.
You choose the day, the trigger and the message template, and the system handles the rest. No chasing. No stress.
Is PropertyMe’s automation feature included in my plan?
Arrears Automations are available for every plan: Basic, Standard and Premium.
Additional Automations are available for Standard and Premium PropertyMe plans. If you’re not sure which plan you’re on or want to upgrade, contact our team or book a demo.
Can I automate bills?
Absolutely. Bills AI is now part of our Bills section. You can automate Bills data entry and streamline your process with AI-powered tools designed for efficiency.
What types of workflows can I automate?
With PropertyMe, you can automate almost anything through triggers and Checklist Automation.
The triggers to commence Automations include:
✅ New property added
✅ Termination date set
✅ New tenant assigned
✅ Break lease entered
✅ Vacate date scheduled
✅ Rent review due
How do automation triggers work?
Triggers are real-time portfolio events — like adding a new property or assigning a new tenant — that activate a workflow.
Once triggered, your defined actions (like task assignment, message sending or checklist updates) happen automatically.
Do I need technical experience to use automations?
Not at all. PropertyMe offers ready-made templates to help you get started in minutes.
Just choose a template, tweak it to suit your workflow and launch. No coding or complex setup required.
Can I customise automation workflows to fit my agency?
Yes — every automation is fully customisable. Decide what happens, when it happens and who it happens to.
Tailor each workflow to your business rules, team structure and communication style.
How is automation different from task reminders?
Task reminders notify you of something to do. Automations do it for you.
From assigning tasks to sending tenant communications or progressing checklists, PropertyMe Automations take care of the work so you don’t have to.
Is automation part of PropertyMe’s trust accounting system?
Yes — Automations integrate seamlessly with PropertyMe’s cloud-based trust accounting software and property management system, helping you streamline compliance, arrears and routine tasks.
Why choose PropertyMe for property management automation?
PropertyMe offers the most comprehensive automation engine in the industry — with unlimited templates, action types and event-based triggers.
It’s the easiest way to boost efficiency, reduce admin and grow your rent roll without increasing your workload.
How is PropertyMe different from other automation software?
Unlike generic task tools, PropertyMe Automations are purpose-built for property management.
Every trigger and template are designed around real portfolio events, letting you automate trust accounting tasks, tenant communications and property workflows in one place.
Can I try Automations before committing?
Yes — you can explore Automations through a live demo, free trial or by upgrading your plan.
Reach out to our team and we’ll walk you through setup, templates and time-saving examples tailored to your business.
You can reach out team via [email protected]
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