Client reporting in commercial real estate requires pulling transaction data from multiple systems, cross-referencing it with client records, and formatting it into branded reports. Manual compilation is time-consuming, error-prone, and delays delivery to clients.
Automation retrieves data from the accounting and CRM systems, validates it for accuracy, generates formatted reports, and sends them directly to clients. the team reviews only the final output before delivery, cutting manual work by 80 percent.
The full workflow, from trigger to completion.
On a fixed schedule (e.g. every Monday at 8 AM or the first business day of the month), the automation wakes and retrieves the list of active clients.
Query API to retrieve all active clients and their contact details, segmented by reporting frequency.
Query API to retrieve all transactions, invoices, and portfolio activity for each client during the reporting period.
The automation matches transaction data to clients, calculates portfolio metrics, and flags any missing or inconsistent records for manual review.
Use a template engine to format the compiled data into a branded PDF or HTML report with client name, transaction summary, and key metrics.
Attach the generated report to an email and send it to the client's registered email address from a branded sender account.
Update the client record with the report send date, file link, and next scheduled report date.
Post a summary confirming the batch of reports sent, any errors, and flagged items for manual follow-up.
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A visual process map, automation spec, delivery timelines, and everything needed to build it, customized to your workflow and tools.
Custom pricing, ROI projection, and payback timeline based on your actual process, not industry averages.
Your build plan stays in your workspace with no expiry. Move forward whenever the timing is right.
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