Email & SMS Move-In Reminders
Automated reminders to new tenants before and after move-in date
Impact / Value
~3h/wk saved
Last Maintained
— needs data
What It Does
Triggers on new tenant creation. Sends series of email + SMS covering move-in prep, access codes, and a post-move-in check-in. Reduces front-desk calls significantly.
Dependencies
- UnitHub or GHL new tenant trigger
- SMS provider connected in Zapier
Notifies team immediately when ACH payment fails
Last Maintained
— needs data
What It Does
Monitors payment processor for ACH rejections. Sends same-day alert to ops team so follow-up happens before the account becomes a delinquency issue.
Dependencies
- Payment processor webhook active
- Ops channel / alert method configured
Routes ACH failure to Jovi via WhatsApp for on-site reachability
Platform
Zapier · WhatsApp
Impact / Value
Real-time mobile alert
Last Maintained
— needs data
Depends On
ACH Alert trigger
What It Does
Sister automation to ACH alert. Specifically routes the failure to WhatsApp so it reaches Jovi or the ops lead on mobile — even if they're on-site at a property.
Dependencies
- ACH Failure Alert must fire first
- WhatsApp Business API connected
Automated daily ops summary — Hamshire TX (76% occ.)
Last Maintained
— needs data
What It Does
Pulls occupancy, move-ins, move-outs, and collection metrics for Hamshire TX daily. Formatted summary sent to Jovi and ops team each morning.
Dependencies
- UnitHub data feed for Hamshire
- Related: dailysale.vercel.app
Automated daily ops summary — Charlotte / Mt. Holly (54% occ.)
Last Maintained
— needs data
What It Does
Daily ops report for Charlotte / Mt. Holly. Property at 54% occupancy — report tracks improvement trends and flags anomalies that need attention.
Dependencies
- UnitHub / GHL data feeds for Charlotte
Auto-answers common tenant questions via Facebook Messenger
Impact / Value
24/7 response
Last Maintained
— needs data
What It Does
Responds to inbound FB Messenger with FAQ answers — pricing, availability, access hours, unit sizes. Escalates to human if question isn't matched.
Dependencies
- Facebook Business integration active
- GHL pipeline for escalations
Full rebuild with GHL sync, checkout pages, and Stripe payments
ClickUp Status
In Progress
Impact / Value
Self-serve rentals
Target Launch
— needs data
What It Does
Complete rebuild of UnitHub — bidirectional sync with GHL, self-service checkout pages, Stripe payment integration for online rental completion.
ClickUp Sub-tasks
- Stripe checkout pages
- UnitHub ↔ GHL bidirectional sync
Multi-step outreach for delinquent tenant accounts
ClickUp Status
In Progress
Impact / Value
↑ Collection rate
Target Launch
— needs data
What It Does
Day 1 email → Day 3 SMS → Day 7 call reminder → Day 14 formal notice. Automates the full delinquency follow-up sequence, reducing ~5h/week manual ops work.
Dependencies
- UnitHub delinquency trigger event
- GHL sequences configured
5-Star Reviews — Hamshire
Review request sent 7 days after move-in to happy tenants
Impact / Value
↑ Google reviews
Last Maintained
— needs data
What It Does
7 days after move-in, if no complaints or open tickets, sends friendly email + SMS asking for a Google review. Filters delinquent accounts automatically.
5-Star Reviews — Charlotte
Same review automation for Mt. Holly / Charlotte property
Impact / Value
↑ Charlotte reviews
Last Maintained
— needs data
What It Does
Same logic as Hamshire review automation configured for Charlotte. Separate workflow allows property-specific review links.
Scheduled Facebook content for Hamshire TX location
Impact / Value
Consistent presence
Last Maintained
— needs data
What It Does
Publishes pre-approved Facebook content on schedule for Hamshire — promotions, availability, local events, seasonal messaging.
Scheduled Facebook content for Mt. Holly / Charlotte location
Impact / Value
Market visibility
Last Maintained
— needs data
What It Does
Same scheduling as Hamshire but for Charlotte FB page. Market-specific offers focused on filling units — Charlotte currently at 54% occupancy.
Hamshire Business Scraping
Scrapes local businesses near Hamshire for B2B outreach
Last Maintained
— needs data
What It Does
Identifies local businesses (contractors, HVAC, plumbers) near Hamshire and feeds contact info into the outreach pipeline. Note: Charlotte equivalent is broken.
Charlotte Business Scraping Zap
⚠️ Broken since Feb 6 — B2B lead pipeline for Charlotte market
Impact When Fixed
B2B Charlotte leads
Last Maintained
Feb 6, 2026
Errors (30d)
All runs failing
Priority Fix
HIGH — 54% occ.
Fix Steps
- Check Zapier error log for failing step
- Compare config to working Hamshire version
- Verify data source still accessible
- Re-test end-to-end after fix
⚠️ Broken since Feb 6 — realtor referral pipeline for Charlotte
Impact When Fixed
Realtor referrals
Last Maintained
Feb 6, 2026
Errors (30d)
All runs failing
Likely Cause
Shared w/ Biz Zap
Fix Steps
- Likely same root cause as Charlotte Biz Zap
- Check shared API key / account credentials
- Verify realtor data source active
Auto-sends calendar link when tour or info is requested
Impact / Value
↑ Tour show rate
Last Maintained
— needs data
What It Does
When a prospect requests a tour via web form, FB, or GHL — automated reply sends calendar link and confirms the appointment once booked. 24/7 lead capture.
Financial / capital markets content for investor audience
Platform
Zapier · LinkedIn
Impact / Value
LP brand authority
Last Maintained
— needs data
What It Does
Generates / schedules LinkedIn posts with capital markets framing — targeting LP investors and accredited investor audience. Builds credibility ahead of fund raises.
FB Social Media AI Agent
NEWAI agent generates + posts Facebook content across all properties
Platform
Antigravity · Claude
ClickUp Status
To Do (next)
Target Launch
— needs data
AI Stack
Claude + Antigravity
What It Does (Planned)
AI-powered agent writes platform-native Facebook content for all properties. Claude drafts posts, Antigravity orchestrates, Facebook API publishes on schedule.
Weekly LinkedIn content brief — 3 ecosystem posts + Market Pulse. Emails Patrick, Kayla & Hussain every Mon & Thu 8 AM
Schedule
Mon & Thu 8:01 AM
What It Does
Runs every Monday and Thursday at 8 AM. Reads last week's LinkedIn feedback and Kayla's scorecard, then generates 3 ecosystem-sourced post drafts plus a Market Pulse summary — emailed to Patrick, Kayla, and Hussain for review.
Live LP portal — fund metrics, property performance, investor updates
Monthly Cost
$0 (Vercel free)
Impact / Value
LP transparency
Last Maintained
Active deploy
What It Does
Live investor portal showing fund-level performance metrics, per-property occupancy, capital deployed, and investor updates. Used by LPs and referenced in fundraising calls.
Live dashboard — occupancy, revenue, move-ins/outs per property
Impact / Value
~3h/wk — Jovi
Last Maintained
Active deploy
Run Frequency
Daily / live
What It Does
Per-property occupancy, revenue, move-in/out counts. Actively used by team daily. Production — no open issues.
Portfolio Overview Dashboard
NEWFund-level view across all properties and capital metrics
ClickUp Status
In Progress
Impact / Value
Fund-level visibility
Target Launch
— needs data
Audience
Patrick / Leadership
What It Does
Portfolio-level dashboard showing aggregate metrics across Hamshire, Charlotte, Catawba. Designed for Patrick and leadership for fund-level performance at a glance.
AI Fund Highlights Writer
NEWAI-drafted fund performance highlights for investor updates
Platform
Claude · Antigravity
ClickUp Status
In Progress
Impact / Value
~4h/mo — Kayla
Target Launch
— needs data
What It Does
Claude reads fund metrics and auto-drafts the monthly "Highlights" section of investor updates — occupancy trends, capital deployed, notable wins. Kayla reviews before send.
EOM Report AI Generator
NEWAI auto-drafts the End of Month report from property + financial data
Platform
Claude · Antigravity
ClickUp Status
In Progress
Est. Impact
~5h/mo — Patrick
Target Launch
— needs data
What It Does
Pulls property metrics (occupancy, revenue, move-ins/outs) and financial data monthly, then uses Claude to auto-draft the End of Month report. Patrick reviews and sends. Referenced in Business Map as "AI: EOM Report."
Agents & Automations Dashboard
NEWThis mission-control dashboard — visual map of all automations & agents
ClickUp Status
Phase 1 Done
Monthly Cost
$0 (static HTML)
Impact / Value
Team visibility
Phase 2 Goal
Live data feed
Target Host
agents.gammaincome.com
What It Does
Visual mission-control board for all Gamma Income & Rethink automations. Phase 1: static HTML with all known automations. Phase 2: live data from Google Drive tracker + ClickUp. Phase 3: Zapier run history. Hosted target: agents.gammaincome.com.
Weekly internal wins digest — ownership needs reassignment
⚠️ Previously owned by someone no longer at Gamma. Reassign to current team member before any changes.
Monthly Cost
— needs verify
Impact / Value
Team morale/focus
Errors (30d)
— needs verify
Action Needed
Reassign now
Action Items
- Reassign ownership to Hussain or Kayla
- Verify automation is still running in Zapier
- Check if Zapier account was personal (may have lost access)
- Update email credentials / sender
- Refresh template for current team
Auto-saves Zoom recordings to structured GDrive folders
Platform
Zapier · Zoom · GDrive
Impact / Value
100% archived
Last Maintained
— needs data
What It Does
When Zoom recording completes, Zapier saves it to the right GDrive folder by meeting type (L10, investor call, standup). Eliminates manual download/upload.
Auto-resizes and optimizes uploaded property images for web
Impact / Value
↓ Page load time
Last Maintained
— needs data
What It Does
Images added to a designated Drive folder are auto-resized to web dimensions and saved as optimized versions. Used for property photos and marketing images.
Bidirectional sync between UnitHub and GoHighLevel CRM
ClickUp Status
In Progress
Impact / Value
Single source of truth
Target Launch
— needs data
What It Does
Keeps UnitHub and GHL in sync bidirectionally — tenant changes in UnitHub update GHL contacts; GHL lead conversions create UnitHub records. Eliminates manual data entry.
Stripe Payment Integration
NEWOnline payment processing for self-serve UnitHub rentals
ClickUp Status
In Progress
Impact / Value
Online rentals
Target Launch
— needs data
Depends On
UnitHub checkout
What It Does
Adds Stripe as payment processor on UnitHub 2.0 checkout pages. Enables card, ACH, and BNPL options for online unit rental completion — no phone call required.
Vendor Management AI Agent
AI agent tracks vendor relationships, contracts, and follow-ups across properties
Platform
Antigravity · Claude
Monthly Cost (Est.)
— needs data
Est. Impact
Vendor accountability
Target Launch
— needs data
Errors (30d)
Planned — N/A
Ref.
Business Map: AI Vendor
What It Does (Planned)
AI agent that tracks all vendors across Hamshire, Charlotte, and Catawba — service contracts, maintenance schedules, performance history, and follow-up reminders. Referenced in Business Map as "AI: Vendor Management" tab.
Agents Dashboard — Weekly Sync
NEWAuto-checks Google Drive, ClickUp, and Cowork weekly for new automations — updates this dashboard every Monday 9 AM
Schedule
Every Monday 9 AM
Sources
GDrive · ClickUp · Cowork
What It Does
Scheduled Cowork task that runs every Monday at 9 AM. Reads this dashboard, then checks Google Drive automations tracker, ClickUp automation tasks, and all Cowork scheduled tasks for anything new or changed. Adds new cards, flags broken items, and reports a weekly summary to Patrick.
Processes ChatGPT export ZIPs and absorbs relevant business ideas into the Gamma Income Company Context doc
Schedule
Every Monday 9 AM
What It Does
Every Monday, Claude processes any new ChatGPT conversation export (.zip) and extracts business ideas, decisions, and context relevant to Gamma Income — merging them into the master Company Context document.
Rethink + Gamma Site Monitor
Weekly crawl of Rethink Self Storage (3 sites), Gamma Income, and NIL pages for content updates, errors, and competitive insights
Schedule
Every Tuesday 7 AM
Sites Monitored
5 properties + NIL
What It Does
Every Tuesday, Claude crawls all Rethink Self Storage property sites, Gamma Income website, and NIL-related pages. Checks for content errors, broken links, outdated info, and competitor pricing. Reports weekly findings to Patrick.
Monthly Multi-Site SEO Audit
Monthly audit of all 5 business websites — SEO, conversion, content, brand consistency, compliance
Schedule
1st of every month
What It Does
On the 1st of every month, Claude audits all five Gamma/Rethink business websites for SEO gaps, weak conversion copy, brand inconsistencies, and compliance issues. Delivers a structured report with prioritized action items.
Claude Code CLI and API — used for custom dashboards, automation scripts, document generation, and agent workflows
Platform
Claude Code · Anthropic API
Active Projects
Agents Dashboard
Integrations
GDrive · ClickUp · GHL
What It Does
Claude Code (CLI) and the Anthropic API are used by Hussain and Patrick to build custom tools — including this dashboard, document generators (NIL contracts, EOM reports), data processing scripts, and multi-step agent workflows. Connects to Google Drive, ClickUp, GHL, and Vercel.
Vanliner Claim Monitor
NEWDaily weekday monitor for Vanliner insurance claim emails — summarizes new activity and recommends next action
What It Does
Every weekday morning, scans Gmail for new Vanliner insurance claim correspondence, summarizes activity since last check, and recommends the next action (respond, escalate, or wait).
Gamma Map Weekly Update
NEWMonday morning check: ClickUp + Google Drive activity → suggests Gamma business map updates → emails Patrick
Schedule
Every Monday 8:04 AM
What It Does
Every Monday, reviews ClickUp task activity and Google Drive changes from the past week, then suggests updates to the Gamma Income business strategy map. Emails a proposed diff to Patrick for review.
Auto-Send Monthly Audit Draft
NEWSends the monthly site audit Gmail draft automatically 30 minutes after the audit task completes (1st of month)
Schedule
1st of month 8:30 AM
What It Does
On the 1st of each month at 8:30 AM (30 minutes after the Monthly Multi-Site SEO Audit runs), locates the draft audit email in Gmail and sends it automatically. Falls back gracefully if Chrome is not connected.