Statement files drive matching.
Statement filenames identify the property, generate the subject line, and connect each file back to the correct owner record.
Property management / website / automation
Pillar Property website and monthly statement draft automation system.
Built a practical web presence and scalable Google Workspace workflow that helps Pillar Property Management create monthly owner statement email drafts with less manual effort, more consistency, and a clearer audit trail.
Google Drive / Sheets / Gmail / Apps Script
Project Overview
Developed a Google Workspace automation system to streamline the creation of monthly owner statement email drafts using Google Drive, Google Sheets, and Gmail.
The workflow matches monthly statement files to owner and property records, pulls contact information from centralized spreadsheets, creates Gmail drafts, applies standardized subject lines and messaging, and logs processing results for review.
- Monthly statement matching
- Owner contact lookup
- Gmail draft creation
- Audit logging
- Error handling
Objectives
- Reduce manual monthly email drafting.
- Centralize owner and property information.
- Create a scalable and repeatable monthly process.
- Improve consistency across owner communications.
- Minimize human error during statement distribution.
Automation Features
- Reads statement files from the Monthly Statements folder.
- Finds the corresponding owner record from Google Sheets.
- Populates recipient email, CC email, subject line, and body copy.
- Creates Gmail drafts for review before sending.
- Logs successful drafts, skipped records, missing data, and errors.
Google Sheets acts as the database.
Each property keeps a standardized Owner tab with owner name, primary email, optional CC email, and property address.
Drafts keep humans in control.
The automation prepares Gmail drafts rather than auto-sending, giving staff a clean review point before owner communication goes out.