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Day 06 · 30 Prompts in 30 Days

Your propertymanager.Inside Claude.

Day 05 installed the plugin. Day 06 puts it to work. Three property-specific workflows on the books you already keep, then one live dashboard that pulls all of it onto a single page. The version of property management you would have built yourself, if you had the time.

Why this matters

A managing agent on a single UAE unit typically runs 5% of the gross rent, or about AED 4,000 to AED 8,000 a year on a one-bedroom rented at AED 80,000 to AED 160,000. Across a small portfolio that is a salary nobody talks about, and it buys you property tours, rent collection, and a slow email reply.

The Small Business plugin that Anthropic shipped on 13 May 2026 hands the financial half of that role back to you. Cashflow timing, period-end accounts, and yield analysis are exactly the work that benefits from an analyst who never gets tired, never loses the spreadsheet, and never forgets which property is which.

This guide takes the install from Day 05, asks Claude where it would actually pull its weight on a property portfolio, and ends with a dashboard built from the answers.

You do not need to appoint a manager. You need the right skills installed.

What you're building

The end result

Three saved workflows inside Claude and one HTML dashboard sitting on top of them. One question a week, three minutes of reading, the whole portfolio in front of you.

The workflows: a rolling cashflow forecast, a per-property profit and loss for each month or quarter, and a yield analysis that ranks every unit by ROI and stress tests rent and cost changes.

What you need

Claude Pro or Max, with the Small Business plugin installed from Day 05.

The same five tools from Day 04: accounting (Xero or QuickBooks), DocuSign, your property portals via Apify, your property management software via Zapier, and a CRM such as HubSpot.

About 30 minutes. Ten to confirm the use cases, ten to wire any tools you have not connected yet, ten to render the dashboard.

Step 01 · Plugin in place

Start from Day 05.

This guide assumes the Anthropic Small Business plugin is already installed in your Claude Co-Work. If it is not, the install takes about five minutes and is covered end to end on the Day 05 page.

i.Open Claude Desktop and click Co-Work in the left sidebar.App
ii.Confirm Small Business by Anthropic appears in your Personal plugins list.Verify
iii.If it is missing, follow Day 05 first, then come back here.Reference
Plugin loaded. The 15 workflows and 15 skills inside it are now available. Day 06 asks Claude which of them are actually worth running on a property portfolio.
Step 02 · Ask Claude where to start

One question. Three use cases.

Instead of guessing which of the 15 workflows matters for property, ask Claude. Paste the prompt below into a Co-Work chat with the Small Business plugin enabled. Claude reads the workflow library and returns the three use cases that actually map to a landlord's job.

01
The use-case prompt

Paste this once.

Anchors the conversation in a property portfolio, then asks the plugin to recommend its own most useful workflows for that context.

Copy & paste into Co-Work
Using the Claude for Small Business plugin, what are the best use cases for a property investor running a portfolio of rented residential units? Context: I am the owner, not an agency. My "revenue" is rent and capital growth. My "operations" are tenancies, maintenance, contracts, and acquisitions. I want the workflows that would replace the work a managing agent would otherwise do on the financial side, not the showings side. Return the three workflows from the plugin that map most directly to that job. For each one, tell me what it produces, which connected tools it relies on, and the first question I should ask once it is set up.
Step 02b · The three workflows worth running

Cashflow. Close. Yield.

Three workflows, drawn from the plugin's library, repointed at a property portfolio. Run them in order. Each one builds on the connectors the previous one already needed.

i.
Cashflow snapshot

Every payment in, every payment out, on a single line.

Claude reads your rental income timing from accounting, your mortgage and service-charge schedules from the documents you have signed, your maintenance spend from invoices, and your vacancy gaps from your CRM or property management software. It returns a rolling cashflow forecast for the next 30, 60 and 90 days, per property and consolidated.

Run a cashflow snapshot on my property portfolio for the next 90 days. Pull rental income timing, mortgage payments, service charges, maintenance spend, and any vacancy gaps. Output a property-by-property forecast and a consolidated view, with any negative-cash week flagged at the top.
Cashflow snapshot output from the Small Business plugin
ii.
Month or quarter-end close

Your books, per property, ready for the accountant.

The plugin's standard period-end workflow, repointed at a portfolio. It reconciles rental income against expenses, separates repairs from capital improvements, surfaces any uncategorised transactions, and drafts a profit and loss summary for each property. The output is the prep your accountant works from, not the final submission.

Run a month-end close on my property portfolio. Reconcile rental income against expenses, categorise each spend line as repair or capital improvement, flag anything that looks uncategorised or duplicated, and produce a one-page P&L for each property plus a consolidated view.
Month-end profit and loss output per property
The working file: per-property P&L with revenue, costs, net.
The one-page Close Packet PDF the workflow produces for the accountant
The deliverable: a one-page Close Packet with key figures, narrative, watch list, and action items. Send this to your accountant.
iii.
Yield analysis

Net yield by unit, stress-tested.

Claude computes a net yield for each property in the portfolio, ranks them by ROI, and then stress tests two variables: a rent change up or down by 5% and 10%, and a cost-inflation increase across service charges and maintenance. The output tells you which unit is doing the heavy lifting and which one is closest to breaking even.

Calculate the net yield for every property in my portfolio using the connected accounting data. Rank by ROI. Then stress test each unit against a rent change of plus or minus 5% and 10%, and a 10% cost inflation across service charges and maintenance. Flag any unit that turns negative under either stress.
Yield analysis output ranked by ROI with stress test scenarios
Step 03 · Wire your stack through Co-Work

Connect once. Run anything.

Each of the three workflows above needs the underlying data to actually compute. Accounting carries your income and spend. Your property management software carries your tenancy and maintenance dates. Your CRM carries your tenant and prospect comms. Connect them once inside Co-Work and every future Claude question can reach them.

Native connectors

Already in the plugin.

These ship as direct integrations inside the Small Business plugin. Authorise them once from Co-Work's plugin settings.

  • Xero or QuickBooks · accounting
  • DocuSign · contracts
  • Google Workspace · mail, drive, calendar
  • HubSpot · tenant + prospect CRM
Property-specific connectors

Routed via the Day 04 MCPs.

Property portals and property management platforms do not have native plugin support. Day 04 covered the two MCPs that bridge that gap.

  • Property portals · via Apify MCP
  • Buildium · via Zapier MCP
Heads up

Claude inherits your existing permissions. If your Xero login cannot see a property, neither can the plugin. The same applies to anything you delegate later: a contractor or assistant added to the chat only sees what they could already see in the underlying tool. The plugin operates inside the doors you already have keys to.

Step 04 · The dashboard

Three workflows. One page.

Co-Work ships with a /build-dashboard skill that renders an HTML page from any structured output. Point it at the three workflows above and it stitches them into a single portfolio dashboard you can open in any browser.

02
The build-dashboard prompt

Render the portfolio page.

Tells the skill which three workflows feed the dashboard, what the top-line tiles should show, and which sections need a chart versus a table.

Copy & paste into Co-Work
/build-dashboard Build me a portfolio dashboard from the three workflows I have already run: the cashflow snapshot, the month-end close, and the yield analysis. Top of page: four tiles. Total portfolio value, last-30-day rent collected, next-30-day cash position, and weighted average net yield. Each tile should show a delta versus the previous period. Then three sections, in this order: 1. Cashflow. A 90-day forecast line chart, consolidated, with negative-cash weeks highlighted in burgundy. 2. P&L. A per-property table with revenue, repairs, capital improvements, mortgage interest, service charges, and net. Sort by net descending. 3. Yield. A per-property table with gross yield, net yield, ROI, and a column showing which stress test (rent down, costs up) would push the unit negative first. Output a single self-contained HTML file. Use a warm cream background, burgundy accents, and a serif headline font. Editorial, not corporate.
portfolio-dashboard.html
Live render

A walkthrough of the page Claude rendered on a mixed portfolio of Dubai and UK rentals. One file. Three workflows. The whole estate on a single screen.

If the output looks rough

The first render almost always needs one revision pass. Ask Claude to tighten the spacing, swap a chart for a table, or add a column. The skill keeps the file open in context, so each follow-up rebuilds the same page rather than starting from scratch.

The honest bit

What this does not replace.

Four limits worth knowing before you treat the dashboard as the source of truth.

i.

It does not show flats

A managing agent does viewings, vets tenants, and handles the late-night key handover. The plugin does none of those. The job it replaces is the financial half: the part that lives in spreadsheets, statements, and signed PDFs.

ii.

It does not file your taxes

The month-end close drafts a per-property P&L and surfaces anomalies. Your accountant still needs to sign off on the final submission. Treat the dashboard as the prep, not the return.

iii.

Bad inputs break the page

If your accounting software has uncategorised transactions or your CRM is missing tenant names, the dashboard will inherit those gaps. The first two renders are usually a data-cleanup exercise in disguise.

iv.

The skill is not free of friction

The first build typically needs one or two prompts to tighten layout, fix a missing chart, or add a column. Budget twenty minutes for the first run. Subsequent re-renders take seconds.

The workflow

How this stacks.

Day 01 installed the underwriter. Day 02 built the strategist. Day 03 made you check the marketing claims. Day 04 wired the five MCPs. Day 05 installed the Small Business plugin and ran the first weekly pulse. Day 06 turns the same plugin into a property manager by running three specific workflows and rendering them as a single dashboard.

The workflow

Day 05 was the install. Day 06 is the artefact.

Day 05 gave you a chat that can pull from your tools. Day 06 turns that chat's output into a page you can come back to. The dashboard is the part of property management that most landlords pay an agent for, repackaged as an HTML file that you own and re-render whenever the numbers move.

What "done" looks like

By your first month-end.

The first-month vision

A single page. Refreshed in seconds.

By the end of your first full month running this setup, the dashboard will know which property is your strongest, which is closest to a yield cliff, and which month is going to be tight on cash. The three workflows will run on a schedule. The page will rebuild on demand.

The shift is not that Claude becomes a property manager in the traditional sense. It is that the financial layer of property management stops costing you a percentage and starts costing you the price of a Pro subscription. You keep the rest of the rent.

05
Where this builds from

Day 05 · Set up Claude for your property portfolio in five minutes.

Read Day 05
FourthspaceOS

An operating system for property investors.

Every prompt in this 30-day series is one capability. FourthspaceOS bundles all of them into a single product: underwriting, comps, market research, deal sourcing, portfolio tracking, and investor reporting. The product runs natively on the same Anthropic agents and plugins you are learning to use this month.

Waitlist members get founding pricing, early access, and one new prompt delivered each day for the next 30 days.

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Know an investor who is still paying 5% to a managing agent?

Most retail landlords write off the management fee as a cost of doing business. Send them this page. The dashboard built in the last section is the cleanest argument there is for why the financial half of that fee is now optional.

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Use it today

Render your first dashboard before this weekend.

Open Claude Co-Work, confirm the Small Business plugin is installed, paste the use-case prompt, then run the build-dashboard prompt against the three workflows that come back. Thirty minutes from now you will have a portfolio page that updates on demand.

Back to the use-case prompt