Configuration

Settings

AI provider, email templates, property defaults, and automation thresholds

Display preferences

Adjust the dashboard's font size and family. Saves locally — applies to every page on this device on next load.

Sample text — The quick brown fox jumps over the lazy dog. 0123456789. code sample
Smaller body text follows the same scale. Headings, table cells, form fields — all bound to the same scale variable.

AI configuration moved

Provider keys, per-task routing (chatbot, financial analysis, books, OCR), and system prompts now live on the dedicated AI page.

Open AI configuration →

OneDrive Connection (document backup)

Mirror uploaded documents to a OneDrive folder for offline access. Optional — R2 is the source of truth.

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Gmail Connection

Connect the 9255WAlameda@thebakkens.net Gmail account for sending automated emails and ingesting inbox messages.

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Bookkeeping mailbox route

Email ingestion is fail-closed. Route a recipient address to one company, or set one deliberate default company for this dedicated mailbox. No message enters an inbox until one is saved.

How It Works

  1. Click Connect Gmail to start the Google OAuth flow
  2. Sign in with 9255WAlameda@thebakkens.net
  3. Grant permission for send + read access
  4. The refresh token is stored in the database (not browser)
  5. The worker uses it to send automated emails and ingest the inbox

Requires GMAIL_CLIENT_ID and GMAIL_CLIENT_SECRET to be set as worker secrets. The OAuth flow stores a refresh token in D1, which takes priority over the wrangler secret.

Google Calendar Connection

Connect the same Google account for syncing lease deadlines and high-priority tasks to Google Calendar. Uses the same client credentials as Gmail — its own OAuth grant, its own refresh token.

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Requires GMAIL_CLIENT_ID and GMAIL_CLIENT_SECRET (shared with Gmail) to be set as worker secrets. The OAuth flow stores a refresh token in D1 (google_calendar_refresh_token), which takes priority over the GOOGLE_CALENDAR_REFRESH_TOKEN wrangler secret.

Microsoft 365 bookkeeping inbox

Connect a dedicated Office 365 mailbox for bill and invoice ingestion. Graph reads readable message text and file attachments, then sends bookkeeping candidates through the existing inbox, Mistral OCR, AP draft, and human-review path.

Safety boundary: the app secret, tenant ID, and client ID are Worker secrets—not stored here. Ingestion is disabled until you explicitly enable it. It never approves, posts, pays, files tax, or writes to QuickBooks.
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Setup checklist

  1. Grant the Azure app Mail.Read application permission and administrator consent.
  2. Restrict the app to this bookkeeping mailbox with Exchange application access controls.
  3. Store MS_GRAPH_TENANT_ID, MS_GRAPH_CLIENT_ID, and MS_GRAPH_CLIENT_SECRET as Worker secrets.
  4. Set the mailbox route above, save, run one review-only poll, and inspect the Inbox before enabling the schedule.

The opaque Graph delta cursor is managed by the Worker and is intentionally not editable in the dashboard.

Bank Connections (Plaid)

Live connection status for the selected company. Connect or reconnect banks, map accounts to the Chart of Accounts, and suppress accounts on the Plaid page.

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Daily auto-sync runs at 6am MT. Auto-approval kicks in when a transaction matches a learned rule with ≥95% confidence (the rule engine you've already trained), or matches an exact pre-staged draft (e.g. the SouthState mortgage). Anything over $500 always requires human review regardless of confidence.

Email Templates

Customize the body of automated tenant emails. Use {{variable}} placeholders — each template lists available variables below the editor. Blank = use built-in default.

Variables: {{unit_number}} {{effective_date}}
Variables: {{first_name}} {{unit_number}} {{end_date}} {{effective_date}} {{term}}
Available variables (full body override only): {{tenant_name}}   {{unit_number}}   {{building_name}}   {{end_date}}   {{renewal_notice_days}}   {{renewal_option_periods}}
Available variables: {{tenant_name}}   {{unit_number}}   {{building_name}}   {{end_date}}   {{days_left}}
Available variables: {{tenant_name}}   {{unit_number}}   {{building_name}}   {{current_rent}}   {{new_rent}}   {{effective_date}}   {{days_until}}
Available variables: {{tenant_name}}   {{unit_number}}   {{building_name}}   {{year}}   {{cam_amount}}   {{cam_method}}   {{cam_rate}}   {{sqft}}
Available variables: {{tenant_name}}   {{unit_number}}   {{building_name}}   {{expiry_date}}   {{days_left}}   {{liability_min}}   {{umbrella_min}}

Landlord & Property Information

These values are used when generating lease documents.

Lease Defaults

Cash Flow & Reserves

Drives the Free Cash Flow → Debt Paydown figure on the home page. The mortgage is fixed and always reserved first; what is left after the operating reserve and buffer is the flexible amount available to pay down the Fidelity line of credit.

2025 actual recoverable expenses were $6.25/SF. Default 6.30.
Uplift on the rate above, for expense growth. Default 10%.
Cash held back before any sweep. Blank = none.

Automation Thresholds

Configure when automations trigger. Leave blank to use defaults.

Deadline Rules

Rules that generate service tickets when tenant deadlines are approaching. Toggle active/inactive or edit rule parameters.

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Edit Rule