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Property Bench · ops / billing

Self-Updating Dashboard

The sheets you already keep roll into one live tab.

The job it closes

The job it closes

The back room is a pile of PDFs and a memory. This pack first-passes documents, answers you from your Knowledge tab, watches public competitor pages, tracks referral codes, and refreshes the board overnight.

Before / after

Before / after

Before: files in Drive and numbers in your head. After: flagged docs, a private shop book, a Sunday digest, credit-due rows, and last night’s board.

01

What you import

WF24 ask the book one question. WF23 drop one PDF and read the disclaimer email. WF26 add 1–3 public URLs. WF27 issue one code — do not expect cash to fire. WF28 paste the formula tab yourself and run one nightly snapshot.

n8n

02

What you need

n8n, Drive, Sheets, Gmail, private Telegram, HTTP GET, Twilio owner SMS. OpenAI optional.

03

Setup time

Plan two evenings. Start with WF24 or WF28 so the owner sees a result without a public-facing risk.

Limits — trust before ticket

Limits — trust before ticket

WF23 is advisory only. WF24 is private / allowlisted. WF26 is public URLs only, cap 10. WF27 never sends cash; board-rules caution on licensed trades. WF28 never writes the human formula tab and sends no SMS. Not an AI lawyer, not an EHR, not a public bot.

Breakdown

How this pack runs

Roll the operator dashboard (import this)

Video posting soon.

Two paths if you stall

Self-serve

START-HERE.pdf page 1. Credentials. First live node. Email hello@ if a node name moved.

Named install

Preferred implementation partner is listed on Partners. Other approved shops later. We do not hold the file hostage.

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