---
name: al-579-send-every-rental-owner-a-clear-monthly-statement-in-minu
description: "Property managers, especially in short-term rentals, can lose days each month turning booking exports, expenses and fee terms into owner statements. Staymatic, the AI platform built by the team behind Dubai short-term rental operator Stay Property Management (covered by Industry Gulf on Oct 30, 2026), says on its site that its live Reporting Agent takes Excel or PDF files, produces a branded PDF owner statement plus a market narrative and a drafted email, and cuts the work from '3 days per landlord' to 30 seconds. The company says the platform has run across 300+ units. You can run the same routine with any AI assistant that reads spreadsheets, as long as you check every figure against the source reports and the management agreement before the owner sees it. Use when the user wants help with owner statements with a performance note and cover email (operations) for a small business."
---

# Send every rental owner a clear monthly statement in minutes: upload the month's booking and expense reports with the management agreement, have an AI work out the fees and payout, write a short performance note and draft the email, then check the numbers before you send

Property managers, especially in short-term rentals, can lose days each month turning booking exports, expenses and fee terms into owner statements. Staymatic, the AI platform built by the team behind Dubai short-term rental operator Stay Property Management (covered by Industry Gulf on Oct 30, 2026), says on its site that its live Reporting Agent takes Excel or PDF files, produces a branded PDF owner statement plus a market narrative and a drafted email, and cuts the work from '3 days per landlord' to 30 seconds. The company says the platform has run across 300+ units. You can run the same routine with any AI assistant that reads spreadsheets, as long as you check every figure against the source reports and the management agreement before the owner sees it.

## Inputs to collect first
Ask the user for anything below that they haven't already given you. Don't guess missing facts.

- The material the task is about (pasted text, notes or data)

## Instructions

Do the task below with the user's inputs in place of each [bracket].

1. For one owner, gather the month's files: booking or rent report, expenses and invoices, and the management agreement (fee percentage, cleaning or maintenance pass-throughs, reserve, payout date).
2. Remove guest or tenant personal details you don't need, then upload the files to ChatGPT or Claude.
3. Ask: "Using only these files, build the owner statement: gross income by booking or unit, each fee and deduction with the agreement clause it comes from, and the net payout. Show every calculation in a table. If a number is missing or unclear, write 'CHECK' instead of guessing."
4. Ask: "Write a 4-sentence plain-English note on how the property did this month (occupancy, average rate, anything unusual) based only on these numbers."
5. Ask: "Draft a short, friendly email to the owner attaching the statement and summarising the payout and date."
6. Tick off every line against your accounting system and the agreement. Fix anything marked CHECK, then send it yourself.
7. Save the prompt and run it for each owner next month.

## Safety checks (share these with the user)

- Check every figure, price and total against your own records before anything is sent, posted or booked. A person approves refunds, discounts, payments and price changes.
- Anything legal, tax or compliance-related is a first draft for a qualified person to check. It is not professional advice, and clause references and deadlines must be checked against the source.
- Remove names, contact details, account numbers and other personal data the task doesn't need before you paste, and check your AI tool's data and training settings.
- Read and edit the draft before it reaches a customer or goes public. If you later automate this prompt, start with "draft and notify me", not "send automatically".
- Say clearly which parts need a person to review or approve before anything is sent, paid, posted or filed.

## About this skill

- Works with: Staymatic, ChatGPT, Claude, Excel or Google Sheets
- Based on this real-world example: https://staymatic.io/
- Free prompt from AgentPlaybook Real Estate: https://agentic-library.netlify.app/prompt/al-579-send-every-rental-owner-a-clear-monthly-statement-in-minutes/
- To install in an agent that supports Agent Skills, save this file as SKILL.md in a folder with the same name as `name` above (for example in your skills directory). Install steps for Claude.ai, Claude Code, Cursor and Codex: https://agentic-library.netlify.app/skills/