Automated purchase management and utilities billing in a Notion + Make + AI ecosystem
Purchase invoices categorize themselves, utilities are split among tenants, and collections are handled in GoHighLevel with automated reminders. Everything is reflected in Notion.
The starting point.
Habitam Palma's expansion increased the volume of manual operations, from invoicing to collections management. The company needed to analyze its purchase invoices in a structured way, automate the allocation and collection of individual utilities from tenants, and consolidate contact information into a single system.
Cómo lo hicimos.
The system enables automatic recording of purchases and invoices, expense categorization, internal report generation, and automatic distribution of utility costs among tenants. Every movement is reflected in Notion, and collections are managed through GoHighLevel, generating automated reminders and follow-ups without manual intervention.
Lo que cambió.
Elimination of manual tasks
Habitam Palma eliminated a large portion of the manual tasks related to utilities management and expense analysis.
Automated reports and alerts
The team now has automated reports and real-time payment alerts, speeding up invoicing cycles and improving the tenant experience.
“Splitting utilities among tenants used to be a monthly headache. Now it's distributed automatically and payments arrive on time thanks to automated reminders, with no manual intervention.”
More case studies
Otros equipos que decidieron operar con orden.
Habihub
+4,000
multichannel messages in the first month
Fully autonomous prospecting system that captures 100% of new construction supply
Valerza S.A.
24/7
automated initial advisory
Financial advisory chatbot on WhatsApp to pre-qualify leads and free up the human team
Let's talk.
Book a free intro session so we can understand where you stand and how we can help. No strings attached.
or write to us at info@theoptimalflow.com