Templates

Real Estate Investment Agent

Automates email management for real estate investment professionals.

Real Estate Automation

What This Agent Does

Automates email management for real estate investment professionals.

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: investment opportunity, property inspection, valuation report, lease agreement, zoning change, market analysis OR from: realtor@, inspector@, @valuation.com, @analysts.com

THEN DOES

Search knowledge base for existing investment portfolios and property documentation. For investment opportunities, forward to investment-team@realestate.com with valuation criteria and market trends. For property inspections, forward to inspections@realestate.com and reply with inspection checklist requirements. For valuation reports, label as 'valuations' and forward to asset-manager@realestate.com. For lease agreements, forward to legal@realestate.com for compliance review. Add 'real-estate-investment' label and archive once processed.

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.