Operations

Tasks & workflows

Everything the team owes a client, plus the automations that keep the pipeline moving.

Open tasks

5%Across the team

In progress

8%Being worked

Completed

17%This week

Active automations

6/6

0%Running rules

To Do

Confirm Saturday viewing with Aisha Mohammed

High

Lead · Aisha Mohammed

Michael Adams · due 01 Jan 1970

Chase overdue service charge — Northgate

High

Invoice · EOS-INV-2046

Funke Adeyemi · due 01 Jan 1970

Upload C of O for Gwarinpa plot

Medium

Property · Gwarinpa Land

Ibrahim Musa · due 02 Jan 1970

Publish Wuse studio block listing on portals

Medium

Property · Studio Block

Emeka Okafor · due 03 Jan 1970

Close out August marketing spend report

Low

Campaigns

Emeka Okafor · due 05 Jan 1970

Qualify 4 new Instagram leads

High

Campaign · Instagram

Amaka Obi · due 01 Jan 1970

In Progress

Send revised offer letter to Kelechi Anyanwu

Urgent

Deal · Maitama Duplex

Sarah Johnson · due 01 Jan 1970

Prepare CBD Plaza investment deck

High

Deal · CBD Plaza

Sarah Johnson · due 03 Jan 1970

Onboarding paperwork for Tunde Bakare

Medium

Employee · Tunde Bakare

Blessing Eze · due 04 Jan 1970

Follow up on Brightwave lease redlines

Urgent

Contract · EOS/CTR/2026/0172

Ibrahim Musa · due 02 Jan 1970

Completed

Reconcile June commission payouts

Medium

Commissions

Funke Adeyemi · due 31 Dec 1969

Schedule move-in inspection for Greenview

Low

Property · Greenview Block B

Ibrahim Musa · due 28 Dec 1969

Workflow automation

Rules that fire as records change

Lead intake routing

When When a new lead is created → Assign to the Sales Manager and notify on WhatsApp

Ran 184 times

Qualified lead follow-up

When When a lead becomes Qualified → Create a follow-up task due in 2 days for the owning agent

Ran 96 times

Viewing notification

When When a viewing is scheduled → Send SMS + email confirmation to client and agent

Ran 241 times

Commission calculation

When When a deal is marked Closed Won → Calculate agent commission and queue it for finance approval

Ran 42 times

Invoice dunning

When When an invoice becomes 7 days overdue → Escalate to the Finance Manager and email the client

Ran 58 times

Listing expiry review

When When a listing is 90 days old → Create a price review task for the Property Manager

Ran 23 times