Run Your Real Estate Business on AI Agents

Automate real estate lead follow-up, listing launches, showing coordination, and closing checklists. Describe the task in one sentence, the agent does it across your apps.

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AGENT

Reply to every new lead before anyone else does

Score new leads by how ready they are to move

Write a full listing description from the property sheet

Book a showing and send everyone the details

Build the full closing checklist the moment a deal goes under contract

Send the review request the day after closing

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Any Real Estate Task. One Sentence. Done.

New leads, listing copy, showing logistics, closing documents. Tell the agent what you need and it works across your CRM, Gmail, Google Calendar, and 1,500+ apps. No steps to map. No workflow to build.

Get Work Done With Simple Chat Messages

Check the 'Incoming Leads' tab in Google Sheets for any leads added in the last 30 minutes. For each new lead, send a personalized intro email via Gmail that mentions the property address or area they asked about and includes a link to book a call. Add each lead to the 'Active Leads' tab in Google Sheets with their name, source, the property they inquired about, and the time they came in. Post a summary of new leads to the leads channel in Slack.||

3 new leads replied to and logged. Slack updated.

New Leads Contacted — Last 30 Minutes

Status	Lead	Source	Inquired About	Action
🟢 Emailed	Jordan Kim	Website form	4BR in Lakeview	Intro email + booking link sent
🟢 Emailed	Rachel Torres	Zillow inquiry	88 Maple Ave listing	Intro email + booking link sent
🟢 Emailed	Dev Mehta	Instagram ad	First-time buyer, under $400k	Intro email + booking link sent

Summary: All 3 leads emailed within 60 seconds of landing and added to Active Leads tab. Booking links included in all emails. Posted to #leads in Slack.

👇 Here's what your team could do with a single message.

1.Reply to every new lead before anyone else does

2.Score new leads by how ready they are to move

Look at every lead added to your CRM in the last 24 hours. Score each one based on buying or selling readiness: stated budget, timeline, whether they mentioned pre-approval, and how specific their request is. Tag each lead hot, warm, or cold in your CRM. Post the hot leads to the leads channel in Slack so they get a call today, and add the full scored list to the 'Lead Scoring' tab in Google Sheets.

3.Re-engage leads who went quiet in the last month

Pull every lead from your CRM with a warm or active status and no contact logged in the last 21 days. For each one, draft a short personal check-in email via Gmail that references what they were looking for and mentions a fresh listing or market update that fits. Update the last-contacted date in your CRM and log the full reactivation batch in a 'Re-engagement' tab in Google Sheets.

4.Find new seller leads from recent permit activity

Search the web for homeowners in [zip code] who recently filed a renovation or addition permit. Pull a list of property addresses and owner names where available. Add each one to a 'Prospecting' tab in Google Sheets with the address, permit type, and date. Draft an outreach email template in Google Docs for homeowners who may be getting ready to sell.

1.Write a full listing description from the property sheet

Take the property details in the 'New Listings' tab in Google Sheets: address, beds, baths, square footage, key features, and asking price. Write a full listing description in three versions: long-form for portals, a short social caption, and a punchy one-line headline. Save all three versions back to the listing row in Google Sheets and send them to the agent via Gmail for final review before publishing.

2.Push a new listing everywhere the moment it's approved

Take the approved listing from Google Sheets, including the description and photo links. Draft an announcement email to the matching buyer segment in your email tool based on price range and area, post the social caption to your channels, add the listing details to your CRM, and log every distribution channel in the 'Listing Launches' tab in Google Sheets.

3.Find comparable sales and prep talking points for a listing appointment

Search the web for homes sold in the last 90 days within half a mile of [property address] with similar square footage and bedroom count. Pull sale prices, days on market, and list-to-sale ratios. Build a comparison table in Google Sheets with the comps and a suggested price range. Draft a short talking-points summary in Google Docs to bring into the listing appointment.

4.Identify stale listings and suggest what to change

Pull every active listing in Google Sheets that has been live more than 18 days with no accepted offer. For each one, look at days on market and suggest one of three fixes: a refreshed headline, an updated description angle, or a price-adjustment talking point. Add the suggestions to a 'Listing Refresh' tab in Google Sheets and post the list to the team channel in Slack.

1.Book a showing and send everyone the details

A buyer wants to see [property address] on [date and time]. Check your Google Calendar for any conflicts, add the showing to the calendar, and send a confirmation to the buyer via Gmail with the address, time, parking notes, and what to expect. Notify the seller or listing agent that a showing is booked and log it in the 'Showings' tab in Google Sheets with the buyer name, property, and time.

2.Collect feedback from every buyer after a showing

For every showing completed today in Google Calendar, send the buyer a short feedback request via Gmail asking what they thought of the property, whether they are considering an offer, and what would need to change. Log any responses in the 'Showing Feedback' tab in Google Sheets and send the seller a brief summary of how the showing went.

3.Check which buyers have seen the most homes and haven't moved

Pull the 'Showings' tab from Google Sheets and find any buyer who has completed four or more showings in the last 30 days with no offer submitted. For each one, draft a personal check-in email via Gmail asking if they want to adjust their search criteria, expand their budget, or talk through what they have seen so far. Log the outreach in the 'Buyer Check-ins' tab in Google Sheets.

1.Build the full closing checklist the moment a deal goes under contract

A deal at [property address] just went under contract with a closing date of [date]. Build a full closing checklist in the 'Active Closings' tab in Google Sheets with every milestone: inspection, appraisal, financing contingency, title search, final walkthrough, and closing day. Include due dates calculated from today and the closing date. Add every key deadline to your Google Calendar and send the buyer and seller a welcome email via Gmail explaining what happens next and what they need to do.

2.Chase every missing document before it holds up closing

Check the 'Active Closings' tab in Google Sheets for any deal missing a required document: signed disclosures, proof of funds, inspection report, appraisal, or lender letter. For each missing item, send a reminder to the responsible party via Gmail with exactly what is needed and when it is due. Update the document status in Google Sheets and post anything overdue to the closings channel in Slack.

3.Send every party a weekly closing status update

For each active deal in the 'Active Closings' tab in Google Sheets, check which milestones were completed this week and which are coming up next. Send the buyer and seller a brief status update via Gmail covering what is done, what is next, and anything they need to act on. Update the last-contacted date in your CRM so no one gets two updates or goes without one.

4.Pull a full pipeline view of every open deal

Pull all active deals from the 'Active Closings' tab in Google Sheets. For each deal, show the property address, buyer and seller names, closing date, next milestone, and any overdue items. Format it as a clean pipeline table in Google Docs sorted by closing date. Post a summary of any at-risk deals to the closings channel in Slack.

1.Send the review request the day after closing

When a deal is marked closed in your CRM, wait one day, then send the client a warm thank-you email via Gmail with a direct link to your Google review page. Log the review request in the 'Reviews' tab in Google Sheets and post the closed deal to the team channel in Slack.

2.Turn recent five-star reviews into referral conversations

Pull every client who left a positive review or closed in the last 60 days from Google Sheets. Draft a short personal note via Gmail thanking them and asking if they know anyone who is thinking about buying or selling, with a simple way to pass along a name. Log who was contacted in the 'Referrals' tab in Google Sheets.

3.Send home anniversary notes to every client who closed a year ago

Check the 'Closed Deals' tab in Google Sheets for any clients whose closing date falls within seven days of today, one year ago. For each one, draft a warm anniversary note via Gmail with a short market update for their neighborhood and an offer to help with anything real estate related. Log the outreach in the 'Anniversary Touchpoints' tab in Google Sheets.

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Set It Once. Your Listings, Leads, and Closings Run.

Every new lead gets a reply in seconds. Every closing gets tracked. Every past client gets a touchpoint at the right moment. Running on a schedule or the instant something happens in your apps, whether you are on a showing or off the clock.

Automate recurring processes in 30 seconds.

Reply to every new lead the second it comes in

When this happens...

App

Google Sheets

When

When a new row is added to the Incoming Leads sheet

Then do this...

👇 No workflow builder. Set it up in plain English.

Reply to every new lead the second it comes in

When a new lead is added to the Incoming Leads sheet

When a new lead is added to the 'Incoming Leads' tab in Google Sheets, send a personalized intro email via Gmail mentioning the property or area they asked about and including a link to book a call. Add the lead to the 'Active Leads' tab with their source and timestamp. Post the lead to the leads channel in Slack so the agent can follow up by phone within the hour.

Kick off the closing checklist the moment a deal goes under contract

When a deal status changes to under contract in your CRM

When a deal is marked under contract in your CRM, build the full closing checklist in the 'Active Closings' tab in Google Sheets with every milestone and its due date. Add all key deadlines to your Google Calendar and send the buyer and seller a welcome-to-closing email via Gmail explaining what happens next.

Push a new listing everywhere when it gets approved

When a listing is marked approved in your CRM

When a listing is approved in your CRM, pull the description and photos from Google Sheets, post the social caption to your social channels, draft an announcement email to the matching buyer segment in your email tool, add the listing to your CRM, and log all distribution channels in the 'Listing Launches' tab in Google Sheets.

Send a confirmation and reminder every time a showing gets booked

When a new showing is added to Google Calendar

When a showing is added to your Google Calendar, send the buyer a confirmation email via Gmail with the address, time, and parking details. Schedule a reminder for the morning of the showing. Notify the seller or listing agent that a showing is booked and log it in the 'Showings' tab in Google Sheets.

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Real Estate Playbooks Anyone on Your Team Can Run

Onboard a new buyer, launch a listing, coordinate a closing, run an open house. Every multi-step process collapsed into a form your whole team can click through. Same output, every time, no matter who runs it.

Complete repetitive processes in clicks

Onboard a new buyer and kick off their home search

1. Buyer Details & Search Criteria

Buyer Details & Search Criteria

Fill fields below 👇

Buyer Name *

Buyer Email *

Budget

Preferred Areas *

Must-Have Features

2. Match Listings and Draft the Welcome Email

Agent

Check the active listings in Google Sheets against Buyer Name's criteria: budget up to Budget, areas Preferred Areas, and features Must-Have Features. Pick the three best current matches. Draft a warm, specific welcome email to Buyer Email that introduces each matched property, explains why it fits, and invites them to book a showing. Prepare the buyer's full criteria record for logging in Google Sheets.

3. Log the Buyer in Google Sheets

Add Row to SheetinGoogle Sheets

4. Send the Welcome Email via Gmail

Send EmailinGmail

5. Create a Follow-Up Reminder in Google Calendar

Create EventinGoogle Calendar

👇 See use cases.

1.Onboard a new buyer and kick off their home search

How this Playbook works?

Enter the buyer's name, email, budget, preferred areas, and any must-have features. The AI agent searches your active listings against their criteria, picks the three closest matches, and drafts a personalized welcome email introducing those properties and why each one fits. It logs the buyer and their criteria in the 'Active Buyers' tab in Google Sheets, sends the welcome email with matched listings via Gmail, and creates a three-day follow-up reminder in Google Calendar so no new buyer ever goes cold.

2.Take a listing from signed agreement to live everywhere

How this Playbook works?

Enter the property address, price, key features, and photo links. The AI agent writes the full listing description in three versions: long-form for portals, a short social caption, and a one-line headline. It adds the listing to your CRM, drafts an announcement email to the matching buyer segment in your email tool, and logs the full launch plan in the 'Listing Launches' tab in Google Sheets so you can see at a glance exactly where it went and when.

3.Build a CMA and seller presentation before a listing appointment

How this Playbook works?

Enter the property address, key details, and the appointment date. The AI agent searches the web for comparable sales in the last 90 days, pulls their prices, square footage, days on market, and list-to-sale ratios, and builds a clean CMA summary in Google Docs with a suggested price range and a comparison table. It adds the appointment to your Google Calendar, logs it in your CRM, and sends the seller a confirmation email via Gmail with what to expect so you walk in prepared and they show up informed.

4.Coordinate a closing from under contract to keys

How this Playbook works?

Enter the property address and the key contract dates. The AI agent builds the full closing checklist in Google Sheets with every milestone and its due date, adds the key deadlines to your Google Calendar, and sends the buyer and seller a welcome-to-closing email via Gmail. Each weekday it checks for missing documents and chases the responsible party via Gmail. It posts a heads-up to the closings channel in Slack whenever a deadline is within 48 hours. On closing day, it sends the congratulations email and triggers the review request.

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You Got Your License to Close. Not to File.

Describe your real estate task in one sentence. The agent does it across your apps.

Get Started Free