Automatically enrich, score, and email new real estate leads

Verifies, enriches, and scores every new real estate lead, then sends a personalized outreach email to the best ones.

How the work actually flows

It branches. Exactly one path is taken.

Pattern: Exclusive Choice (4)

flowchart TD trig>"lead submits intake form"]:::trig s0["verify email is real"]:::svc s1["pull website and linkedin data"]:::svc s2["ai scores and summarizes lead"]:::svc s3[("log enriched profile to sheet")]:::store trig --> s0 s0 --> s1 s1 --> s2 gx{"× is lead score high"}:::gate s2 --> gx p00["alert team on slack"]:::task gx -->|"hot lead"| p00 p01["send outreach email"]:::task p00 --> p01 p10["log without alert"]:::task gx -->|"other lead"| p10 p01 --> s3 p10 --> s3 out[/"scored lead profile and outreach sent"/]:::out pay{{"faster response to hot leads"}}:::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 itAn outside serviceA record or sheetOne path onlyResultPayoff
Build size
Advanced

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

Business functions
Lead Generation & ProspectingEmail AutomationDocument Processing & OCRSpreadsheet & Database OpsFile & Cloud StorageReal Estate & Property
Connects
OpenAIGoogle SheetsGmailSlackGoogle Drive
Featured in

The problem it solves

A new prospect fills out your intake form and you're left manually checking if their email is even real, digging through their company website, and scrolling LinkedIn before you know if they're worth your time. By the time you've pieced it together, a faster competitor may already be in their inbox.

Who it fits

Commercial real estate brokers or investment teams handling a steady flow of inbound leads.

How it works

  1. A new lead fills out your intake form, including any project documents
  2. the system verifies the email address is real
  3. it pulls the company's website content and the contact's LinkedIn profile
  4. AI reads it all, writes a summary, and assigns a lead score
  5. hot leads alert your team on Slack while a personalized outreach email goes out automatically
What you get

Hot leads flagged and reached before they go cold

You get every new real estate lead scored, summarized, and greeted with a personalized email the moment they come in.

What you get

A scored, enriched lead profile in a spreadsheet plus a personalized outreach email sent on your behalf.

What you need

Google Workspace (Sheets, Gmail, Drive), an OpenAI API key, 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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