Templates

Commercial Real Estate Email Agent

Handles high-volume email tasks for commercial real estate professionals, optimizing workflow and ensuring compliance.

Real Estate

What This Agent Does

Handles high-volume email tasks for commercial real estate professionals, optimizing workflow and ensuring compliance.

Chat to Execute

Talk to your agent anytime. Ask it to find emails, test responses, or take actions on demand.

Turn On to Automate

Activate your agent and it monitors your inbox. When matching emails arrive, it acts automatically.

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How It Works

WATCHES FOR

subject contains: lease agreement, property viewing, client inquiry, market analysis, zoning approval OR from: @client.com, @propertymanagement.com, @gov.org

THEN DOES

1. Search documents for client files and property details. 2. For lease agreements, forward to legal@realestate.com with client and property details, and label as 'contract'. 3. For property viewing requests, forward to scheduling@realestate.com with client details and preferred dates. 4. For zoning approval, forward to compliance@realestate.com with urgent priority, and add 'approval' label. 5. For client inquiries, reply with market analysis or property status updates, then forward to the assigned agent. 6. Mark all actions and label appropriately for easy tracking. 7. Archive non-urgent communications.

What This Agent Can Do
Sort and organize emails
Send replies or drafts
Forward to team members
Extract data from emails
Search your inbox
Connect to other tools via webhooks
This template will be installed to your Gmail account.