Real Estate · Onboarding & handoffs
Tenant Onboarding and Lease Documents
Starts when: A lease application is approved
Free plan · Outcome verification included · You approve every connection
How it runs
Six stages, from the moment it starts to the checks that keep running afterwards.
It starts
A lease application is approved
Awish plans it and asks for each app
The apps it needs are connected one at a time, with your permission, before anything runs.
It does the work
Exactly as the request below describes, across the connected apps.
It stops where a person should decide
Do not activate the tenancy or grant access until the signed documents and the payments are confirmed.
It verifies the outcome
After each run, Awish checks that the lead, showing or tenant request got its reply and its record.
It keeps monitoring
Failures, silent failures and connection health are watched on every plan; anomalies, root cause and recommendations on Business.
The request it runs
This is what opens in chat when you use the template. Change any part of it before anything connects.
“Build an automation for tenant onboarding and the lease document workflow. Trigger it when a lease application is approved. It should generate and send the lease from the approved template, collect the signatures and the deposit, create the move-in checklist, schedule the access and key tasks, send the welcome information and update the property system. Connect it with DocuSign, Stripe and Gmail. Do not activate the tenancy or grant access until the signed documents and the payments are confirmed.”
- DocuSign
- Stripe
- Gmail
Monitoring included
What Awish watches once this template is running.
- Outcome verificationEvery plan
- Silent-failure detectionEvery plan
- Connection healthEvery plan
- Hours saved and ROIEvery plan
- Anomaly detectionOn Business
- Root-cause explanationOn Business
- Recovery recommendationOn Business
More Real Estate templates
Instant Lead Response and Qualification
- HubSpot
- Calendly
Lease Renewal and Rent Review Prep
- Google Sheets
- Gmail
- Slack
Post-Showing Feedback and Next Steps
- Typeform
- Gmail
- Slack
Inspection Follow-Up and Work Orders
- Google Drive
- Asana
- Slack
Questions about this template
Can I change where it stops for approval?
Yes. Open the template in chat and say where you want it to stop. The plan updates before anything connects.
What if one of these apps is not connected yet?
Awish asks you to connect each app it needs, one at a time, before the workflow runs. You can decline any of them.
How does Awish know this workflow worked?
After each run it checks that the lead, showing or tenant request got its reply and its record, in the app where that should happen. If a run reports success but the result is missing, it flags a silent failure.
Run it on your own apps
It opens in chat with the request written. See the plan, approve each connection, and Awish verifies the outcome from the first run.
Free plan · No credit card required