InTouch Hub · Blue Isle Software

Portfolio Status Digest

Weekly portfolio roll-up — vacancies, late rents, upcoming lease renewals, and recent MLS alert volume. Reads three companion Sheets and produces a one-screen digest.

Portfolio Status Digest

Weekly one-screen view of your rental portfolio + market activity.

What it does

Reads three Sheets (Tenants, RentRoll, ListingAlerts) and produces:

UNITS
  Total:            12
  Occupied:         11   (92% occupancy)
  Vacating:          1
  Vacant:            0

RENT
  Past due:          2 unit(s),  $4,200 outstanding
    14d late  3B      Maria Santos          $2,100
     5d late  7A      Tom Lee               $2,100

LEASE RENEWALS
  Next 30 days:      2
  Next 60 days:      1
  Next 90 days:      3
  Urgent (30-day):
    1A      Alice Chen           ends 2026-06-08
    4C      Brian Murphy         ends 2026-06-05

MARKET ACTIVITY
  MLS alerts this week:  47
  High-urgency alerts:
    - 1245 Oak: price drop $25K (4.8%) on a buyer-tracked property
    - 800 Pine: new listing matching saved search "3bd/2ba under $500K"

Companion workflows

If you don't have one of the companion workflows running, the corresponding section just shows zeros.

Pattern

Strict hybrid — three google_workspace reads, one runtimeenv compute, one message send. 5 tasks, each with a single purpose. No outbound action; just internal reporting.

Setup

1. Sheets

If you have the companion workflows running, the Sheets already exist. Otherwise create them with the headers documented in those workflows' READMEs.

2. Credential + placeholders

Replace in workflow.yaml: - <<GOOGLE_WORKSPACE_CREDENTIAL>> - <<TENANTS_SHEET_ID>>, <<RENT_ROLL_SHEET_ID>>, <<LISTING_ALERTS_SHEET_ID>> - <<OWNER_PUBLISHER>>

3. Schedule

Weekly. Suggested: Monday 6:30 AM.