Job 4 of 19 · Outline

Set up EICR renewal reminders for landlord customers

The problem

Landlords need a fresh EICR at least every five years and many lose track. A simple reminder sheet is repeat work that books itself.

What AI does

AI sets up spreadsheet formulas that work out when each landlord customer's next inspection is due, from the dates on their reports, and drafts a calm reminder message. You test the formulas, and only landlords who agreed to reminders hear from you.

Time

Time: 30 minutes once, then 5 minutes a monthTools: Google Sheets, ChatGPT

The steps, in short

  1. Set up a sheet with first names, areas and report dates, not full addresses.
  2. Have AI write the due-date formulas and a reminder message.
  3. Test the formulas with dates you already know, and check the due dates against the official landlord guidance (England).
  4. Each month, contact only the landlords who opted in.

A short sample prompt

Write spreadsheet formulas for my landlord list that show when each next inspection is due, using the next inspection date printed on each report where there is one, and flag anything due within [number] days. Also draft a calm reminder message for [date].

In the full playbook

  • 4 steps in full
  • The exact prompt to copy
  • A check-before-you-send list (3 points)
  • UK notes with official sources
The full playbook

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