The problem
A rental inbox contains tenant questions, contractor scheduling, utility notices, insurance documents, and invoices. Searching email can find a message, but it does not automatically show the related operational work.
How Planobot helps
Planobot keeps each imported email as a Message and links detected Tasks, Payments, Properties, Contacts, Counterparties, tenants, and other supported records.
How it works
Rental email → Message → analysis → reviewable records → organized work by Property
Example
A tenant email about a repair can support a Task, while the contractor invoice received later can support a Payment. Both records can relate to the same Property without replacing either original Message.
What you can do
Use Inbox folders to separate task and payment Messages, review each detected record, and move into Tasks, Payments, or Property detail when you need structured follow-up.