Does the Dotloop agent actually execute tasks?

Yes. Unlike a copilot that only suggests actions, the Dotloop agent executes tasks like creating loops, uploading documents, and sending emails across your apps.

How is this different from native Dotloop automation?

Native Dotloop features handle basic document triggers. DoMyWork AI agents handle complex, multi-step tasks across 1,500+ apps, such as enriching leads, drafting emails, and updating CRMs.

How does it compare to Zapier for Dotloop?

Zapier requires you to build rigid, step-by-step logic. DoMyWork allows you to describe the task in plain English, and the agent figures out the steps across Dotloop and other apps.

Does the agent monitor my Dotloop account 24/7?

Yes. You can set up autopilot jobs that watch for new loops or status changes in Dotloop and act immediately, ensuring no transaction detail is ever missed.

Is my real estate data safe?

We prioritise security and data privacy. Your Dotloop data is used only to execute the tasks you explicitly authorise, and we never share your information with third parties.

Can the agent connect Dotloop to other apps?

Absolutely. The agent can connect Dotloop to Gmail, HubSpot, Slack, Google Drive, and 1,500+ other apps to create a seamless transaction experience.

AI Agent for Dotloop

Prepare documents, manage signatures, and update your CRM automatically. DoMyWork AI agents work with Dotloop and 1,500+ apps to turn paperwork into closed deals.

Find all loops missing a signed disclosure

Sync closed loop details to my CRM

Create a new loop for this lead

Summarise the status of all active loops

Check for expired documents in my loops

Draft a welcome email for new buyers

Agent for

Dotloop

A Product by

Trusted by

42,000+ businesses worldwide

Certified

💬 Chat with agent

Turn your transaction paperwork into closed deals

Draft missing documents, chase signatures, update your CRM, and notify your team.

12 loops identified, emails drafted

Catch up on every loop missing a signed disclosure

"Check all active loops in Dotloop, identify those missing a signed disclosure, and draft a follow-up email in Gmail for each client. Post a summary to Slack when done."

Send Message

Sync closed loop data to your CRM

"Pull closed loop details from Dotloop and update the corresponding contact records in HubSpot with the final sale price and closing date."

Send Message

Prepare listing documents for a new property

"Create a new loop in Dotloop for 789 Pine St, add the standard listing packet, and share it with the seller via email."

Send Message

Find active loops that have not been updated

"Scan all active loops in Dotloop for activity in the last 14 days and list those that need a status check."

Send Message

Send a congratulatory email to recent buyers

"Find loops closed in the last 7 days and send a personalised thank you email via Gmail to the primary buyer."

Send Message

Got a different task in mind? Describe it

Send Message

Review all documents for missing signatures

"Scan all loops in Dotloop to ensure every required document has a signature and flag any incomplete files."

Send Message

Move closed loop data to Google Sheets

"Export the closing details from all loops marked as 'Sold' this month into your 'Closing Tracker' spreadsheet."

Send Message

Update the team on file status

"Summarise the status of all pending loops in Dotloop and post a bulleted list to the team Slack channel."

Send Message

Organise documents for a new contract

"Identify all new documents added to a loop in Dotloop and rename them according to our standard filing convention."

Send Message

Check for expiring contingencies

"Review all active loops for upcoming contingency dates and email the agent a reminder for any expiring within 48 hours."

Send Message

Got a different task in mind? Describe it

Send Message

Check compliance for all closed files

"Review all loops closed this week in Dotloop to ensure all compliance documents are present and signed."

Send Message

Generate a monthly transaction report

"Pull total transaction volume from Dotloop for the month and create a summary table in Google Sheets."

Send Message

Flag loops without a broker review

"Identify all loops in Dotloop that have been closed but lack a broker review signature."

Send Message

Audit agent activity in Dotloop

"Summarise the number of new loops created by each agent this month and email the report to the leadership team."

Send Message

Verify commission disbursement forms

"Check all loops in Dotloop for a completed commission disbursement form and alert the finance team if any are missing."

Send Message

Got a different task in mind? Describe it

Send Message

Identify loops that have gone quiet

"Find all active loops in Dotloop that have had no document updates for over 10 days and flag them for follow-up."

Send Message

Assign new leads to agents

"Take new buyer leads from HubSpot, create a new loop in Dotloop, and assign it to the next available agent."

Send Message

Review team performance metrics

"Calculate the average time from loop creation to closing for the team and post it to our performance dashboard."

Send Message

Ensure all loops have a lead source

"Scan Dotloop for new loops missing a lead source and prompt the responsible agent to fill in the field."

Send Message

Collect feedback from closed loops

"For all loops closed this week, draft an email to the client asking for a review and send it via Gmail."

Send Message

Got a different task in mind? Describe it

Send Message

How Does a Dotloop AI Agent Work

Connect Your Apps

Type Your Task

Agent Executes & Reports Back

See it in action

Try Dotloop AI Agent

🛸 Autopilot

Act on transaction updates the moment they happen — with agents on autopilot

The agents work across your apps 24/7.

They catch new loop activity, update your CRM, and chase missing signatures before you even open the app.

Setting up an autopilot is too easy

New loop is created in Dotloop

Describe...

1. Send a welcome email the moment a new loop is created

WhenNew loop is created in Dotloop

Then

Read the client name and property address, draft a professional welcome email in Gmail, and save it to drafts for my review.

Put on Autopilot

2. Update CRM when a loop status changes to closed

WhenLoop status is updated in Dotloop

Then

Check if the status is 'Sold', then update the deal stage in HubSpot to 'Closed Won'.

Put on Autopilot

3. Alert the team when a document is signed

WhenDocument is signed in Dotloop

Then

Identify the document, check if it's a critical disclosure, and post an alert to Slack.

Put on Autopilot

4. Track new leads from your website

WhenNew entry is received in Typeform

Then

Create a new loop in Dotloop with the lead's name and email, then add them to the 'New Leads' list in HubSpot.

Put on Autopilot

5. Remind clients of upcoming closing dates

WhenEvery Monday at 09:00 AM

Then

Find loops closing within 7 days and send a friendly reminder email via Gmail.

Put on Autopilot

1. Flag incomplete files for urgent review

WhenDocument is added to a loop in Dotloop

Then

Check if the document is a required form, verify it is signed, and flag the loop if anything is missing.

Put on Autopilot

2. Sync property photos to the loop

WhenNew file is added in Google Drive

Then

Match the file to the correct Dotloop property address and upload the image to the loop.

Put on Autopilot

3. Notify the broker when a file is ready

WhenLoop status is updated in Dotloop

Then

If status is 'Ready for Review', send an email notification to the broker.

Put on Autopilot

4. Log all expenses for closed loops

WhenLoop status is updated in Dotloop

Then

If status is 'Closed', extract the transaction fee and add it to the 'Expenses' sheet in Google Sheets.

Put on Autopilot

5. Weekly file audit summary

WhenEvery Friday at 04:00 PM

Then

Summarise all loops updated this week and post the report to the team Slack channel.

Put on Autopilot

1. Review commission forms automatically

WhenDocument is added to a loop in Dotloop

Then

If the document is a commission form, notify me via Slack to review the numbers.

Put on Autopilot

2. Audit new listings for compliance

WhenNew loop is created in Dotloop

Then

Check if the listing agreement is attached, and if not, alert the responsible agent.

Put on Autopilot

3. Track brokerage growth

WhenLoop status is updated in Dotloop

Then

If status is 'Closed', add the sale volume to our 'Brokerage Performance' sheet.

Put on Autopilot

4. Monitor agent activity

WhenEvery day at 08:00 AM

Then

Check how many new loops were created yesterday and flag any agents with zero activity.

Put on Autopilot

5. Escalate overdue compliance issues

WhenEvery Monday at 09:00 AM

Then

Identify loops that have been 'Pending' for over 30 days and email the agent for an update.

Put on Autopilot

1. Distribute new leads to the team

WhenNew contact is created in HubSpot

Then

Create a new loop in Dotloop and assign it to the agent with the fewest active loops.

Put on Autopilot

2. Celebrate team wins

WhenLoop status is updated in Dotloop

Then

If status is 'Closed', post a congratulatory message to the team Slack channel.

Put on Autopilot

3. Identify coaching opportunities

WhenLoop status is updated in Dotloop

Then

If a loop is cancelled, flag it for a review meeting with the agent.

Put on Autopilot

4. Keep the team updated on market trends

WhenEvery Monday at 09:00 AM

Then

Summarise the average sale price of loops closed last week and post to Slack.

Put on Autopilot

5. Check for missing lead sources

WhenNew loop is created in Dotloop

Then

If the lead source field is empty, send a Slack reminder to the agent.

Put on Autopilot

Build your own autopilot

Set the trigger. Describe the action. Done.

1. Select when agent is executed

App

Dotloop

When

Select

2. Describe the task to agent

Put on Autopilot

Playbooks

Turn any repetitive process into a
click-to-complete workflow.

Collect inputs through forms, run AI agents on the spot — all on one page.

Listing Packet Playbook

FormCollect data with form

1. Enter Property Details

Enter Property Details

Fill fields below 👇

Property Address *

Seller Name *

Listing Price *

AI AgentExecute agent from playbook

2. Draft Documents

Agent

Draft listing agreement and disclosure for {{Property Address}} at {{Listing Price}} for {{Seller Name}}.

Complete in a clickSend data to 1500+ apps

3. Upload to Dotloop

Upload DocumentinDotloop

4. Email Seller

Draft EmailinGmail

Listing Packet Playbook

Generate and share listing docs in one click.

Clone This Playbook

Buyer Offer Playbook

Prepare an offer for a new buyer.

Clone This Playbook

Client Onboarding Playbook

Welcome a new client to the team.

Clone This Playbook

Open House Follow-up Playbook

Process open house sign-ins.

Clone This Playbook

Closing Checklist Playbook

Ensure all closing tasks are done.

Clone This Playbook

File Audit Playbook

Audit a loop for compliance.

Clone This Playbook

Commission Processing Playbook

Process a commission check.

Clone This Playbook

Contingency Tracking Playbook

Monitor contingency deadlines.

Clone This Playbook

Closing Packet Playbook

Prepare closing documents.

Clone This Playbook

Agent Handoff Playbook

Hand off a file to an agent.

Clone This Playbook

Compliance Review Playbook

Review a loop for compliance.

Clone This Playbook

Monthly Performance Playbook

Report on team performance.

Clone This Playbook

Agent Onboarding Playbook

Onboard a new agent.

Clone This Playbook

Risk Mitigation Playbook

Review high-risk loops.

Clone This Playbook

Brokerage Audit Playbook

Audit brokerage files.

Clone This Playbook

Lead Handoff Playbook

Assign a lead to an agent.

Clone This Playbook

Performance Review Playbook

Review an agent's performance.

Clone This Playbook

Market Update Playbook

Send market update to team.

Clone This Playbook

Client Feedback Playbook

Collect client feedback.

Clone This Playbook

Team Meeting Prep Playbook

Prepare for team meeting.

Clone This Playbook

1500+ App Integrations

Connect Dotloop + Your Favourite Apps With AI Agents

Google Sheets

Webhook / API Integration

SafetyCulture (iAuditor)

Follow Up Boss

Swipe Pages

Freshworks CRM (Freshsales Suite)

TikTok Lead Generation

Salesforce Marketing Cloud

RSS

Builderall Mailingboss

Facebook Custom Audiences

FastField Mobile Forms

Thrive Themes (Thrive Automator)

Instagram for business

Microsoft Dynamics 365 CRM

Google Search Console

QuickEmailVerification

Adobe Commerce (Magento)

Ora

CompanyCam (In Review)

Quentn

BaseLinker

Vonage SMS API

Katana Cloud Manufacturing

CalendarHero (Zoom.ai)

Microsoft Dynamics 365 Business Central

Alchemer (SurveyGizmo)

Brilliant Directories

Wix

Accredible Credential

Box

You Need A Budget (YNAB)

Cisco Webex (Meetings)

GREEN-API (In Review)

Agolix (Assessment Generator)

The Conversion Engine

WhatsApp V3 by OnlineLiveSupport

LinkupAPI for LinkedIn

Autobound

SignWell

PDF Export by PDFCrowd

PropertyRadar

TrueReview

Cloudflare R2

Facebook Ads Management And Insights

Lob

Forminit (Getform.io)

Vooplayer - ( Spotlightr )

Instabot: Chatbot Platform

The Course Creator's Kit

Really Simple Systems CRM

SMS Online Live Support

SolarWinds Service Desk

Eko

Manifestly Checklists

Tango Card (Under Review)

Unsplash (Under Review)

Sempico Solutions SMS

WhatsApp Blast, APIs & CRM by WAToolsonline

Planyo Online Booking

PagePixels Screenshots

NioLeads

Xoal

PostGrid Print and Mail

Crypto Valley Journal

Projekly – Project Management, CRM, HR & Invo

Google Photos(Under Review)

8x8

Email List Validation

BPC

Moz

WhatsApp Notifications and Alerts by SyncMate

E2B

Automate any manual work with AI Agents

One-off tasks in one message

Chat

When

New loop is created in Dotloop

Then

Recurring Work on autopilot

Autopilot

New Listing Setup

Enter listing details

Generate property docs

Upload to Dotloop

Repetitive Processes in 1 click

Playbooks

Why DoMyWork

Most Tools Call Themselves Agents.
Few Actually Are.

Capability	DoMyWork AI agent + execution	Claude Code Agentic dev CLI	Anthropic Cowork Desktop file agent	Zapier / Make / n8n Rule-based automation	ChatGPT + Copilot General AI assistants
	Getting Started
Instant To Start, No Setup			App Install Needed	Flows Must Be Built First
No Pre-Mapping Needed				Every Field Must Be Mapped
No Technical Skills Needed		Terminal, Scripts, Infra		Gets Complex Fast
	Reach & Execution
Built-In App Connections	1500+ Apps	Manual Config	Via Connectors Only	Each Needs Its Own Flow	Own Ecosystem Only
Web Research & Scraping	Built-In, No Extra Setup				Not Automation-Grade
	Intelligence
Reasons Through Edge Cases					Reasons, Rarely Acts
Scheduled Tasks					Limited Support
Single Prompt, Multi-App				Each App Pair Needs Own Flow	Conversation-Scoped Only

Agent for

Dotloop

A Product by

Trusted by

42,000+ businesses worldwide

Certified

FAQ

Questions
About Dotloop AI Agent

An AI agent for Dotloop is an intelligent assistant that automates your real estate paperwork. It connects to Dotloop to read documents, manage signatures, and sync data with your CRM and other tools.

Give It a Task.
Watch It Get Done.

Type in your task. The agent accesses your apps, reasons through the data, executes across your stack, and comes back with results.

👇 Tell the AI agent what to do

Run My Agent Free

AI Agent for Dotloop

Turn your transaction paperwork into closed deals

Catch up on every loop missing a signed disclosure

Sync closed loop data to your CRM

Prepare listing documents for a new property

Find active loops that have not been updated

Send a congratulatory email to recent buyers

Got a different task in mind? Describe it

Review all documents for missing signatures

Move closed loop data to Google Sheets

Update the team on file status

Organise documents for a new contract

Check for expiring contingencies

Got a different task in mind? Describe it

Check compliance for all closed files

Generate a monthly transaction report

Flag loops without a broker review

Audit agent activity in Dotloop

Verify commission disbursement forms

Got a different task in mind? Describe it

Identify loops that have gone quiet

Assign new leads to agents

Review team performance metrics

Ensure all loops have a lead source

Collect feedback from closed loops

Got a different task in mind? Describe it

How Does a Dotloop AI Agent Work

Act on transaction updates the moment they happen — with agents on autopilot

1. Send a welcome email the moment a new loop is created

2. Update CRM when a loop status changes to closed

3. Alert the team when a document is signed

4. Track new leads from your website

5. Remind clients of upcoming closing dates

1. Flag incomplete files for urgent review

2. Sync property photos to the loop

3. Notify the broker when a file is ready

4. Log all expenses for closed loops

5. Weekly file audit summary

1. Review commission forms automatically

2. Audit new listings for compliance

3. Track brokerage growth

4. Monitor agent activity

5. Escalate overdue compliance issues

1. Distribute new leads to the team

2. Celebrate team wins

3. Identify coaching opportunities

4. Keep the team updated on market trends

5. Check for missing lead sources

Playbooks

Turn any repetitive process into a click-to-complete workflow.

What are playbooks?

Listing Packet Playbook

Buyer Offer Playbook

Client Onboarding Playbook

Open House Follow-up Playbook

Closing Checklist Playbook

File Audit Playbook

Commission Processing Playbook

Contingency Tracking Playbook

Closing Packet Playbook

Agent Handoff Playbook

Compliance Review Playbook

Monthly Performance Playbook

Agent Onboarding Playbook

Risk Mitigation Playbook

Brokerage Audit Playbook

Lead Handoff Playbook

Performance Review Playbook

Market Update Playbook

Client Feedback Playbook

Team Meeting Prep Playbook

Connect Dotloop + Your Favourite Apps With AI Agents

Automate any manual work with AI Agents

One-off tasks in one message

Recurring Work on autopilot

Repetitive Processes in 1 click

Most Tools Call Themselves Agents. Few Actually Are.

Questions About Dotloop AI Agent

Turn any repetitive process into a
click-to-complete workflow.

Most Tools Call Themselves Agents.
Few Actually Are.

Questions
About Dotloop AI Agent