Mastering Matt: Tips, Tricks, and Best Practices

Mastering Matt: Tips, Tricks, and Best Practices

This guide collects the most effective techniques for getting the best results from Matt. Whether you are new to AI-assisted property management or an experienced user, these tips will help you work faster and smarter.

Power User Tips

Be Specific

The more context you provide, the better Matt's response:

• Vague: "How are my properties doing?"

• Specific: "What is my net rental income for Q4 2025 across all properties, broken down by month?"

• Vague: "Chase rent."

• Specific: "Chase overdue rent for January 2026, starting with tenants who are more than 7 days late, using a firm but polite tone."

Use @Mentions Liberally

Mentions eliminate ambiguity and speed up Matt's responses:

• "Show expenses for @10 High Street" is faster and more accurate than "Show expenses for my house on High Street."
• Combine mentions: "Has @John Smith paid rent for @Flat 3 this month?"
• Use mentions in commands: "Create a maintenance ticket for @Unit 2B."

Ask Follow-Up Questions

Matt maintains full context within a conversation. Build on previous answers:

1. "What are my total expenses this year?" → Gets the total.
2. "Break that down by property." → Gets the property-level breakdown.
3. "Which category was highest for @10 High Street?" → Drills into a specific property.
4. "Compare that to the same period last year." → Gets a year-on-year comparison.

Each follow-up is faster because Matt already has the context.

Use Natural Dates

Matt understands date expressions:

• "Last month," "this quarter," "year to date"
• "January 2026," "Q3 2025," "H1 2025"
• "The last 90 days," "past 6 months"
• "Tax year 2025/26" (April to March)

Prompt Crafting

Commands vs Questions

Matt responds differently to commands and questions:

• Question: "How much rent is overdue?" → Matt provides information.
• Command: "Chase all overdue rent." → Matt creates an action plan.
• Question + Command: "How much rent is overdue? Chase anyone more than 7 days late." → Matt provides info, then proposes a plan.

Multi-Part Requests

You can ask for several things in one message:

• "Show me the rent roll for January and highlight anyone in arrears."
• "Create a maintenance ticket for the leaking tap at @Flat 2 and find a plumber."
• "What is my P&L for this year and how does it compare to last year?"

Setting Tone and Style

When Matt drafts communications, specify the tone:

• "Draft a friendly reminder about overdue rent."
• "Write a formal notice for the end of tenancy."
• "Send a casual check-in message to @Sarah Jones about the upcoming inspection."

Matt remembers your preferred tone over time, so you only need to specify it when you want something different.

Combining Features for Multi-Step Workflows

The real power of Matt emerges when you combine capabilities:

Financial Review Workflow

1. "Give me a financial summary for last month." (Reports)
2. "Which tenants are in arrears?" (Analysis)
3. "Chase all of them with escalating emails." (Automation)
4. "Schedule a follow-up check in one week." (Tasks)

Lease Renewal Workflow

1. "Which leases expire in the next 90 days?" (Query)
2. "What is the current market rent for those properties?" (Analysis)
3. "Draft renewal offers with a 3% increase." (Communication)
4. "Send them and follow up in 14 days." (Automation)

End-of-Month Workflow

1. "Reconcile all payments received this month." (Payments)
2. "Generate the P&L report." (Reports)
3. "Flag any missing expenses." (Analysis)
4. "Export the financial summary as PDF." (Export)

Using Blueprints Effectively

Blueprints enhance Matt with specialised capabilities:

Choosing Blueprints

• Rent Chaser — Essential if you have more than a few tenants. Automates the most time-consuming recurring task.
• Maintenance Coordinator — Valuable if you handle maintenance directly rather than through an agent. Enables contractor sub-agents.
• Portfolio Analyst — Useful for landlords with 5+ properties who want deeper financial insights.
• Document Processor — Helpful if you regularly receive and need to process documents like certificates, invoices, and correspondence.

Blueprint Stacking

You can activate multiple blueprints simultaneously. They complement each other:

• Rent Chaser + Portfolio Analyst = Automated chasing with performance context.
• Maintenance Coordinator + Document Processor = Maintenance tracking with automatic invoice processing.

Getting the Most from Memory

What to Let Matt Remember

Matt benefits most from remembering:

• Your preferred communication tone.
• How you like reports formatted.
• Your regular workflows (e.g. "I always chase rent on Mondays").
• Key property details that are not in the system.

Keeping Memory Clean

Periodically review Matt's memories:

1. Go to AI Agent Settings > Memory.
2. Delete outdated information (e.g. a contractor you no longer use).
3. Correct any inaccurate memories.

A clean memory means more accurate, relevant responses.

Teaching Matt

You can explicitly tell Matt to remember things:

• "Remember that I prefer formal communication with tenants."
• "Remember that Dave's Plumbing is my preferred plumber for all properties."
• "Remember that I do my accounts on the last Friday of each month."

Common Mistakes to Avoid

Being Too Vague

"Update my properties" — Matt does not know what to update. Be specific: "Update the rent amount for @Flat 3 to £1,200/month."

Not Using Mentions

"What about the tenant's rent?" — Which tenant? Use @mentions to be precise.

Ignoring Action Plan Steps

When Matt proposes a plan, read each step. Plans execute sequentially, and approving without reading could lead to unintended emails or actions.

Forgetting Follow-Ups

After starting a chase workflow or maintenance coordination, check back on progress. Ask Matt "What is the status of my active tasks?" regularly.

Expecting Real-Time Data

Matt works with data as of the last sync. If you just recorded a payment minutes ago, Matt may not reflect it immediately. Allow a moment for data to update.

Quick Reference: Starter Prompts

Goal	Prompt
Portfolio overview	"Give me a complete overview of my portfolio."
Financial health	"How is my portfolio performing financially this month?"
Arrears check	"Which tenants have overdue rent?"
Rent chase	"Chase all tenants who are 7+ days overdue."
Report	"Generate the rent roll for this month."
Maintenance	"Create a ticket for a broken window at @Flat 2."
Contractor	"Find me an electrician for @10 High Street."
Document	"Analyse the lease agreement I just uploaded."
Lease expiry	"Which leases expire in the next 3 months?"
Expense review	"What are my biggest expenses this year?"

Tip: Pin this article in your browser or bookmark it. Refer back to the starter prompts table whenever you are unsure how to phrase a request. With practice, conversational property management with Matt becomes second nature.