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drjollof/automated-tenants-tracker

A project demonstrating an automation system for property managers using Google Sheets, Google Apps Script, and Zapier

Automated Tenant Tracker – Tenant Management Prototype

A project demonstrating a complete automation system for property managers using Google Sheets, Google Apps Script, and Zapier.

Built with synthetic data to simulate real-world property management workflows.

Automates:

  • Monthly tenant record creation
  • Overdue payment detection
  • Archiving of old months
  • Sending professional overdue reports via email monthly

Features

Google Sheets + Apps Script

  • Custom menu for easy manual triggering
  • createNewMonth() – Auto-generates rows for the new month from master tenant list
  • updateOverdue() – Automatically flags past-due payments as "Overdue"
  • Archiving – Moves completed months to an Archive tab

Zapier Integration

  • Triggers every 6th of the month
  • Queries "Overdue" rows
  • Formats into clean HTML email using Formatter (Line-item to Text)
  • Sends report via Gmail

Fully scalable — works with 5 or 500 tenants.

Screenshots

Master Tenant List
Static tenant database

Monthly Payment Tracker
Current month with auto-generated rows and overdue flags

Archive Tab
Historical data storage

Custom Menu
onOpen() menu for manual control

Main Script File
tracker.gs – onOpen(), createNewMonth(), updateOverdue()

Archive Script
archive.gs – Archiving logic

Zapier Workflow
Monthly email automation

Email Report
Final HTML email output

Full Workflow
End-to-end system overview

How It Works

  1. Sheet Structure

    • Tenants Master List – Core tenant data
    • Monthly Payment Tracker – Active month
    • Archive – Past months
  2. Google Apps Script (in /scripts/)

    • tracker.gs
      • onOpen(): Adds custom menu
      • createNewMonth(): Populates new month
      • updateOverdue(): Daily overdue check
    • archive.gs: Moves old data to Archive tab
  3. Triggers

    • Time-driven: updateOverdue() monthly
    • Manual or time-driven: createNewMonth() and archiving
  4. Zapier

    • Schedule → Google Sheets lookup → Formatter → Gmail

Code

All scripts are in the /scripts/ folder:

Feel free to copy and customize!

Let's Connect

Interested in automating your workflows?

Reach out:
drjollof@gmail.com
linkedin.com/in/adesinausman