Overview
A manual rental automation is one you switch on yourself for a particular property, rather than one that fires on its own.
The natural use is the moment a property is let: message the tenant, move it to Rented, set up the monthly rent reminder, and give your team the follow-up work.
Steps
Part 1: Build the Automation
Step 1: Open your manual rental automations
Go to Automations.
Click Rentals.
Select Manual Assignment.
Add an automation and give it a name.
Step 2: Set your timing
Choose your delay preference — day-based or delay-based.
Step 3: Send a welcome SMS
Once a property has been rented, you can message the tenant.
Add an SMS step.
Set the delay — the video sends it one minute after the automation is activated on the property.
Select the recipient. If the renter has been added as a seller on that property, select them there.
Step 4: Move the property to Rented
Add a change status step to move the property into the Rented status.
Step 5: Set up the rent reminder
Add another SMS step as a monthly reminder for the rent payment.
This is what makes a manual rental automation worth building once and reusing for every let.
Step 6: Create follow-up work
Add a task step:
Set the delay in hours, days, or weeks — the video schedules it four weeks out.
Select the task type, such as a follow-up call.
Select the assignee.
Step 7: Notify your team
You can time a notification against the task itself — for example, one minute after the task is due.
Choose who is notified, such as everyone assigned, and the channel: email, web, SMS, or in-app.
Step 8: Add any other steps
You can also add notes, or any other step your process needs.
Step 9: Save
Click Save.
Part 2: Enable It on a Property
Step 10: Open the property
Open the rental property you want to run the automation on.
Step 11: Add the automation
Click the automation button.
Click Add Automation.
Select the automation you created and click Add to Automation.
It is now active on that property.
Step 12: Check what will happen
Click the automation to see its scheduled actions:
The first SMS, the date and time it will be sent, and a preview of the message
Every other step in sequence
Important Notes
Manual automations do not start on their own. You enable them per property, which fits a letting — it happens once, when you decide.
A monthly rent reminder can be built into the automation, so the tenant is prompted without anyone diarising it.
Steps can be delayed by hours, days, or weeks, so a follow-up call four weeks after move-in can be scheduled at the same time as the welcome message.
Notifications can be timed against a task's due date, not just the automation start — for example, alerting the team a minute after a task becomes due.
The SMS preview shows exactly what the tenant will receive before anything is sent.
If the renter is recorded as a seller on the property, that is who you select as the SMS recipient.
Troubleshooting
Your automation has not run
It has to be enabled on the property by hand. Open the property, click the automation button, and add it.
You cannot select the renter as the recipient
Check how the renter is recorded on the property. If they are added as a seller, select them there.
Your team was not told a task was overdue
Add a notification timed against the task's due date, and pick a channel they will see.
A step has not run yet
Check its delay. Steps can be set weeks out, so the sequence may still be in progress.
You want to check the message before it sends
Open the automation from the property. The scheduled actions include a preview of the SMS.
Summary
You built a manual automation for rental properties. Under Automations, Rentals, and Manual Assignment you created it, set your timing, and added steps — a welcome SMS to the tenant, a move to the Rented status, a monthly rent reminder, a follow-up task four weeks out with its own assignee, and a team notification timed to the task's due date. You then enabled it on a property and reviewed the scheduled actions and message preview.