Owner Statements
Owner Statements for Property Managers. Build the monthly owner statement: rent collected, fees, repairs and net payout per owner. Public fee schedule and payout dates. Free to clone.
Owner Statements is a Taskade app kit built from one prompt: 7 projects that remember, 1 AI agent that thinks, and 3 automations that run on their own.
Category: Finance
This Taskade Genesis app includes 7 projects, 1 AI agent, 3 automations. Preview it live, then clone it into your own workspace.
Its AI agents include Statement Sam. Its automations include Monday Prospect Questions Digest, Statement Checked Summary and Monthly Statement Review Reminder.
by @taskade
What you can do with Owner Statements
- Preview the live Taskade Genesis app in your browser without signing up.
- Clone the entire workspace (projects, agents, automations, and app UI) to your own Taskade account in one click.
- Edit any agent prompt, project field, or automation step after cloning.
- Share the cloned version with your team or publish to a custom domain.
How Owner Statements works
- Monday Prospect Questions Digest: when Every Monday at 8 AM, then Find new prospect questions and List new questions as text.
- Statement Checked Summary: when a statement is set Checked, then Ask Statement Sam for a one-paragraph owner summary and Comment the summary on the statement.
- Monthly Statement Review Reminder: when Every month on the 8th at 9 AM, then Find statements still in Draft and Find unapproved expenses over the limit.
Built with Taskade Genesis
- Category: Finance
- AI agents: Statement Sam
- Automations: Monday Prospect Questions Digest, Statement Checked Summary, Monthly Statement Review Reminder
- Workspace: 7 projects, 1 AI agent, 3 automations