Scan Leases → Find Upcoming Dates → Lead Time? → Alert Owner → Track To Action

Critical Date Guardian Agent

Tracks renewals, escalations, option windows, and notice deadlines across the lease portfolio, and surfaces each with lead time, so a missed date never costs revenue or a chance to renegotiate.

The Problem

A renewal option lapses. The chance to renegotiate goes with it.

Renewal dates, option windows, and notice deadlines get missed. Revenue leaks or the chance to renegotiate is lost.

What Changes

Every critical date tracked, surfaced with lead time.

Watches every critical date across your portfolio and alerts your team with enough lead time to act. No more discovering a missed renewal after the window closed.

Humans stay in control: Your team decides what to do at each date. The agent makes sure the date never sneaks up. It removes the missed deadlines, not the decisions.

HOW THE AGENT WORKS

TRIGGERLLMAPIDECISIONACTIONWAIT
TRIGGERDaily ScanCheck leases for upcoming dates
LLMFind Critical DatesSurface options, notices, escalations
DECISIONIn Lead Window?
APIIdentify OwnerMap the date to its responsible owner
ACTIONAlertSend the upcoming-date notice
WAITTrack To Action
The agent doesn't make the lease decision. It tracks the dates and surfaces them early. Your team acts within the window.

HOW TO BUILD IT

Three levels of depth. Pick the one that matches where you are.

For the ops person who needs to understand what's involved and brief their team.

Your LeasesAbstracts + dates
The AgentWorkflow engine + LLM
Your TeamTimely alerts

WHAT YOUR TEAM PROVIDES ONCE

  • Lease abstracts - the dates and options to track
  • Date types - renewals, options, escalations, notices
  • Lead times - how far ahead to alert per date type
  • Owners - who acts on each date
  • Tracking - where actioned dates are recorded
What happens day-to-day: The agent scans the lease abstracts daily for dates coming into their action window, a renewal option, a notice deadline, a scheduled escalation, and alerts the owner with lead time. A date never lapses by surprise.

For the IT person or technical lead who needs to scope the integration.

INQUIRY SOURCES

Lease abstracts
PMS
Calendar

WORKFLOW ENGINE (N8N)

Trigger - daily
LLM - Find dates
Branch - lead window?
API - Identify owner
Alert
Wait - track action
Log outcome

CONNECTS TO

PMS / lease store (Yardi / MRI)Read: lease abstracts and dates
CalendarTrack lead windows
Notifications (email / Slack)Alert owners
Action logRecord decisions taken
WITHOUT PMS API

Agent reads an abstract sheet and emails upcoming-date alerts. The tracking logic still runs.

WITH PMS API

Agent reads live abstracts and surfaces dates with the right lead time. Best experience, pairs with the Lease Abstraction agent.

For the person who wants to build this agent step by step. Each node below maps to an n8n workflow node.

TRIGGERNode 1
Trigger - Daily Scan
Cron daily across lease abstracts.
Output: { run_date, leases[] }
LLMNode 2
LLM - Find Critical Dates
Surface dates entering their lead window per date type.
Output: [{ lease_id, date_type, date, notice_deadline, days_out }]
You find lease critical dates entering their action window.

For each lease, check DATE TYPES and LEAD TIMES. Return any date whose action window is open: lease_id, date_type, date, notice_deadline, days_out.
Respond ONLY with a valid JSON array.

DATE TYPES: {date_types}
LEAD TIMES: {lead_times}
LEASES: {leases}
OUTPUT
[
  { "lease_id": "L-220", "date_type": "renewal_option", "date": "2026-09-30", "notice_deadline": "2026-06-30", "days_out": 14 }
]
DECISIONNode 3
Condition - In Lead Window?
IF a date is within its lead window → alert the owner. ELSE → skip.
Output: Branch: IN WINDOW (alert) or NOT YET
APINode 4
HTTP Request - Identify Owner
Map the date to its responsible owner.
Output: { owner }
ACTIONNode 5
Alert
Send the owner the upcoming date with the deadline and required action.
Output: Owner alerted with lead time.
WAITNode 6
Track To Action
Track until the date is actioned or passes; escalate if the deadline nears with no action.
Output: Date actioned in time, or escalated.
MVP vs Advanced — Where To Start
MVP — START HERE
  • Daily sheet scan
  • Date detection
  • Email alerts
  • Manual owner lookup
  • Manual tracking
  • Fixed lead times
ADVANCED — ADD LATER

    Full Video Walkthrough Coming Soon

    From a lease portfolio to tracked critical dates - step by step.

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    Everything on this page is free to learn.

    When you're ready to build — do it yourself or bring us in.

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    Frequently asked questions

    Critical Date Guardian Agent is an AI agent that watches every renewal, option, and and notice deadline across the portfolio.
    A renewal option lapses. The chance to renegotiate goes with it. The Critical Date Guardian Agent addresses this — it watches every renewal, option, and and notice deadline across the portfolio.
    No — your team stays in control. Your team decides what to do at each date. The agent makes sure the date never sneaks up. It removes the missed deadlines, not the decisions.