Send automated real estate market reports to your client list

Researches market data, fills a branded report template, and emails it to your client list once approved.

How the work actually flows

It branches. Every path runs; runs once per one per client; a person has to approve before it continues.

Pattern: Parallel Split (2) ยท Multiple Instances without Synchronization (12)

flowchart TD trig(["scheduled report cadence"]):::trigtime s0["Research market data"]:::task s1["Fill report template"]:::task s2(("Get approval in Slack")):::human s3[["Email personalized report"]]:::mi trig --> s0 s0 --> s1 hg(("team approves in Slack")):::human s1 --> hg hg -->|"approved"| s2 hg -. "sent back" .-> s1 gx{"+ deliver and log report"}:::gate s2 --> gx p00["Send personalized email"]:::task gx -->|"Client email"| p00 p10["Update tracking sheet"]:::task gx -->|"Sheet update"| p10 p00 --> s3 p10 --> s3 out[/"personalized report emailed to each client"/]:::out pay{{"hours of manual reporting saved"}}:::pay s3 --> out out --> pay classDef task fill:#e7f6fe,stroke:#34b8f0,color:#2c2a29 classDef svc fill:#f6f8fa,stroke:#7c8795,color:#2c2a29 classDef mi fill:#e7f6fe,stroke:#0079a8,color:#2c2a29,stroke-width:2px classDef human fill:#fff,stroke:#0079a8,color:#0079a8 classDef store fill:#f6f8fa,stroke:#0079a8,color:#2c2a29 classDef trig fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigtime fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigdata fill:#8ad4f5,stroke:#0079a8,color:#06314c,font-weight:bold classDef gate fill:#fff,stroke:#e8a23d,color:#6b4708,font-weight:bold classDef out fill:#1f9d6b,stroke:#167a53,color:#fff,font-weight:bold classDef pay fill:#06314c,stroke:#021f33,color:#fff
Starts itA stepRuns once per itemA personEvery pathResultPayoff
Build size
Advanced

A larger build with multiple systems, AI reasoning, and custom rules.

Business functions
Messaging & NotificationsSpreadsheet & Database OpsReporting & AnalyticsResearch & Market IntelligenceReal Estate & Property
Connects
Exa AIPandaDocInstantly AIGoogle SheetsSlack
Featured in

The problem it solves

Putting together market update reports for investors or buyers on a regular basis takes hours of research, formatting, and manual sending, especially with a growing client list. It is one of those recurring tasks that eats a chunk of your week every time it comes around.

Who it fits

Real estate agents, brokers, or investment firms who send recurring market reports to clients.

How it works

  1. A schedule kicks off the process on your chosen cadence
  2. AI researches market data, listings, and pricing signals for your area
  3. The research fills your branded report template automatically
  4. The finished report is sent to Slack for your approval
  5. Once approved, each client gets a personalized report by email, and your sheet is updated
What you get

Market reports that land in client inboxes on schedule

You get a branded market report filled with current research and sent to every client on your list, on the cadence you choose.

What you get

A branded market report delivered by email to each client, with send status tracked in a sheet.

What you need

An Exa AI account, a PandaDoc account, an Instantly AI account, a Google Workspace account, and a Slack workspace.

We can build this. But should you?

The hard question is not how to build it. It is whether this is the right thing to build first.

That is what a Fractional Chief AI Officer figures out with you, before anyone writes a line of code.

Let's Talk Strategy

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