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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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.

Bank Connections (Plaid)

Connect Baselane (per-unit sub-accounts) and SouthState (operating + mortgage) so transactions sync nightly into the Books review queue.

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add_link Manage bank connections
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

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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