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Notice Needed → Pick Template → Fill Details → Check Required Wording → Draft For Review

Notice and Template Agent

Drafts standardised notices for review and sending, with the required wording built in, so staff stop rewriting notices and nothing legally required gets left out.

The Problem

Notices get rewritten each time. Required wording slips.

Notices are rewritten from scratch. Required wording gets missed.

What Changes

Standardised drafts with the required language built in.

Drafts standardised notices - lease violations, access notifications, policy reminders - with required language already in place. Your team reviews and sends.

Humans stay in control: Your team reviews and issues every notice. The agent drafts it to standard. It removes the rewriting, not the review.

HOW THE AGENT WORKS

TRIGGERLLMAPIDECISIONACTIONWAIT
TRIGGERNotice NeededA situation requires a notice
LLMPick TemplateMatch the notice type
APIPull DetailsGet resident, unit, dates
LLMFill & Check WordingDraft and verify required language
DECISIONComplete?
ACTIONDraft For ReviewSend to staff to review and issue
The agent drafts the notice; it doesn't send it or make the legal call. Your team reviews and issues. Required wording is included for review, not as legal advice.

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 TriggersSituations needing notice
The AgentWorkflow engine + LLM
Your NoticesStandard drafts

WHAT YOUR TEAM PROVIDES ONCE

  • Notice templates - your approved formats by type
  • Required wording - the language each notice must include
  • Resident / unit data - to fill the details
  • Review flow - who approves before issuing
  • Delivery method - how issued notices are sent and logged
What happens day-to-day: A notice is needed, late rent, entry, lease violation. Instead of someone rewriting it and maybe missing required language, the agent drafts it from the right template with the required wording included, ready for staff to review and issue.

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

INQUIRY SOURCES

PMS event
Manual request
Collections / violations feed

WORKFLOW ENGINE (N8N)

Trigger
LLM - Pick template
API - Pull details
LLM - Fill + check wording
Branch - complete?
Draft for review
Log issued

CONNECTS TO

PMS (Yardi / AppFolio)Read: resident, unit, dates
Template / document storeRead: approved notice templates
Review (email / Slack)Sign-off before issuing
Delivery + logIssue and record the notice
WITHOUT PMS API

Agent drafts from provided details into the template. Review and delivery stay manual.

WITH PMS API

Agent pulls real resident data and drafts complete, compliant notices for review. Best experience.

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

TRIGGERNode 1
Trigger - Notice Needed
From a PMS event (late rent, violation) or a manual request.
Output: { notice_type, resident_id, unit_id, context }
APINode 2
HTTP Request - Pull Details
Get resident, unit, balances, and relevant dates.
Output: { resident, unit, amounts, dates }
LLMNode 3
LLM - Fill & Check Required Wording
Draft from the template and verify all required language is present.
Output: { draft, required_present, missing[] }
You draft a resident notice from a template.

Fill the TEMPLATE with the details and ensure all REQUIRED WORDING is included. Return:
- draft: the full notice text
- required_present: true/false
- missing: any required clause not included
Note: this is a draft for human review, not legal advice.
Respond ONLY with valid JSON.

TEMPLATE: {template}
REQUIRED WORDING: {required_wording}
DETAILS: {details}
INPUT
{ "notice_type": "late_rent", "amount": 2100, "days_late": 6 }
OUTPUT
{
  "draft": "NOTICE OF LATE RENT... Your rent of $2,100 was due on the 1st and remains unpaid as of today (6 days late)...",
  "required_present": true,
  "missing": []
}
DECISIONNode 4
Condition - Complete?
IF required wording present and details filled → send to review. ELSE → flag the gaps.
Output: Branch: COMPLETE (review) or GAPS (flag)
ACTIONNode 5
Draft For Review
Send staff the draft to review, approve, and issue.
Output: Review-ready notice drafted.
MVP vs Advanced — Where To Start
MVP — START HERE
  • Manual trigger
  • Template fill from input
  • Manual wording check
  • Manual review
  • Manual delivery
  • Manual logging
ADVANCED — ADD LATER

    Full Video Walkthrough Coming Soon

    From a notice need to a review-ready draft - 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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    Book a call to scope this

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    Resident Update Blaster

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    Proactive Status Update and Escalation

    Sends milestone updates automatically, escalates stalled cases

    Frequently asked questions

    Notice and Template Agent is an AI agent that drafts standardised notices with required wording in place.
    Notices get rewritten each time. Required wording slips. The Notice and Template Agent addresses this — it drafts standardised notices with required wording in place.
    No — your team stays in control. Your team reviews and issues every notice. The agent drafts it to standard. It removes the rewriting, not the review.

    This is 2 of 7 agents in Resident & Tenant Services. → · Explore all 10 departments →