Streamline & Automate Property Management Business

Business Process Automation We are a UK-based housing/property management organisation looking for an experienced automation specialist to help streamline and automate a range of business processes across our operation. Current Systems * Gmail * Microsoft 365 * OneDrive * [login to view URL] Project Overview We are looking to build a connected automation ecosystem that reduces manual administration, improves data accuracy, and provides real-time visibility across departments. This project will initially focus on document processing and workflow automation but is expected to expand into wider business process automation, reporting, and dashboard development. Potential Automation Requirements Email & Document Processing * Monitor incoming emails and attachments * Automatically classify documents using AI * Extract key information from documents * Save files into the correct OneDrive folder structure * Route documents to the relevant department * Create or update records in [login to view URL] * Generate notifications and follow-up tasks Compliance Management * Compliance document tracking * Expiry date monitoring * Automated reminders and escalations * Compliance dashboards and reporting * Audit trail creation Operational Workflows * Maintenance requests * Contractor management * Resident communications * Complaints management * Task allocation and tracking * Approval workflows Reporting & Dashboards We require interactive dashboards and management reporting within [login to view URL] and/or Microsoft tools, including: * Compliance reporting * Property performance reporting * Maintenance KPIs * Team workload reporting * Contractor performance reporting * Custom management dashboards * Automated report generation and distribution Technical Requirements We are open to recommendations but expect experience with: * [login to view URL] * [login to view URL] API * Microsoft 365 * OneDrive * Gmail * OpenAI / AI integrations * Power Automate * [login to view URL] * Zapier * Custom API integrations Deliverables * Process mapping and recommendations * Automation design and implementation * [login to view URL] integrations * Dashboard and reporting development * Documentation and handover * Ongoing support options Ideal Candidate Please provide examples of: * [login to view URL] implementations * Business process automation projects * AI document processing solutions * Dashboard and reporting projects * Property, housing, facilities management or compliance-related experience Proposal Requirements Please include: * Your recommended approach * Relevant case studies * Estimated timescales * Budget estimate * Suggestions for future scalability We are looking for a long-term partner who can help us continuously improve and automate business processes across the organisation.

Project ID: 40518544