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Past-Due Sweep

The skill built live at SECO. It reads the aging report you already export, sorts every past-due lot into a notice tier, writes each notice from your templates in your voice, and puts them all in your Drafts. You read, you send.

Walkthrough video coming

How it works

Three steps to set up. After that, one command a week.

1Connect your email

In Claude, open Settings, then Connectors, and connect Gmail. Allow every permission on Google's screen. That's what lets Claude create drafts.

On Outlook? The skill will work through your browser instead. Be logged in to your inbox when you run it.

2Put three things in your project folder
  1. Your aging report as a CSV. Export it from Rent Manager, Yardi, ManageAmerica, or whatever you run. It needs community, lot, resident, balance, days past due, and an email.
  2. Your three notice templates. Reminder, late notice, final notice. If you don't have them written down, the skill will draft them from your lease and you edit once.
  3. A short note on how you write to residents. Firm, friendly, what you never say. Half a page.
⬇ Download the skill

Then upload past-due-sweep.skill to the project.

3Run it
  1. Start a chat inside the project.
  2. Type /past-due-sweep.
  3. It asks two questions: which communities are in this round, and how firm you want to be. Answer in plain words.

It tells you the count before it writes anything, then drafts every notice and logs who got what. Say "run this every Monday at 7" and it will.

The three tiers

1

Reminder

1 to 10 days. Friendly. Assumes it slipped. Email only.

2

Late notice

11 to 30 days. Direct. Late fee is on the account. Email plus a letter to print.

3

Final notice

Over 30 days. Only the language your lease and your state allow. You call first.

What you get back

In your inbox

Every notice, drafted

One Gmail draft per resident, in tier order. Right name, right balance, right date, right state wording. Nothing sends until you click.

In your folder

A log of who got what

Notices-Log.md gets one line per notice: date, community, lot, tier, balance. It won't send the same tier to the same lot twice in a week.


What it will never do