Reconcile a property's annual CAM charges in Claude Cowork and save the workbook as a reusable skill
PLOT Daily ran a 2025 CAM reconciliation for an 85,000-square-foot business park in Claude Cowork from a folder holding the operating-expense statement and each tenant's CAM lease abstract. Claude reviewed the files first and asked four questions the documents did not answer, covering pro rata share, amounts already billed, how to apply the administrative fee, and the deliverable format. Claude then built a four-tab Excel workbook with a tenant summary, a CAM pool build-up with a 95% gross-up, a tenant-detail schedule, and an assumptions-and-flags tab. After a review in Excel, the workbook became the template for a CAM reconciliation skill that stops when a core document is missing.
At a glance
- Tools used
- Claude Cowork →Claude SkillsExcel
- Category
- Investing & underwriting
- Audience
- investor
- Difficulty
- No-code setup
- Source
- How We Turned a CAM Reconciliation Into a Repeatable AI Workflow
PLOT Daily Editorial Desk (AI for CRE Collective) · Article · Jul 20, 2026 - First step
- Put one property's operating-expense statement and every tenant's CAM lease abstract in one Cowork folder, and ask Claude to list every decision the documents don't answer before any calculation runs.
Compliance note: The source used each tenant's estimated monthly CAM charge times 12 as the amount paid, which is an estimate and not a substitute for the accounts-receivable ledger. Confirm lease interpretations, exclusions, caps, gross-ups, and administrative fees against the governing leases before sending any tenant a true-up statement.
Suggested prompt
Written by this directory, inspired by the source. Replace the [bracketed] parts.
This folder holds the [year] operating-expense statement and the tenant CAM lease abstracts for [property name]. 1. Review every file and summarize what you found. Before calculating anything, list each decision you can't make from the documents alone, such as missing pro rata shares, amounts billed, fee treatment, caps, and exclusions, and wait for my answers. 2. After I answer, build an Excel workbook with formulas and four tabs: Summary (each tenant's pro rata share, CAM owed, CAM billed, and balance due or refund), CAM Pool (how expenses flow into the recoverable pool, including any gross-up), Tenant Detail (the calculation for each lease), and Assumptions and Flags. 3. Run mathematical checks and show the results. If a core document is missing, stop and tell me which document instead of inventing a value.