AI automations for Real estate
The automations made with real estate in mind come first, followed by ones that suit any business.
What can AI automate for real estate?
For real estate, AI can keep records in step across your apps and read and check documents such as invoices and receipts. 8 automations made with real estate in mind are live, plus 7 for any business. Each starts in Shadow mode and changes nothing until you approve.
Last reviewed
Good first picks
Live now, and low risk to try first.
Automations
15 automations for Real estate
- Start here
Lead Qualification
Sales & CRM
Score, explain and route every new lead.
Every new lead gets a 0–100 score, a high/medium/low label, the right owner and a draft first reply, with each point explained.
Works with HubSpotMicrosoft TeamsSalesforce+2 more apps
StandardInbound sorting & routingLearn more - Start here
Appointment Scheduler
Productivity & Projects
Meetings booked without back-and-forth emails.
Turns a meeting request into a confirmed calendar event with invite and reminders, in the right time zone, and never double-books.
Works with GmailGoogle CalendarOutlook+1 more apps
StandardSchedulingLearn more Follow-up Automation
Sales & CRM
Polite follow-ups that stop when they reply.
Quiet leads get a short, fact-based follow-up on schedule. The sequence stops the moment the person replies, opts out or books.
Works with GmailHubSpotOutlook+1 more apps
Review for important actionsOutbound follow-upsLearn moreReview Manager
Customer Support & Success
Calm, approved replies to every Google review.
Drafts a calm, on-brand reply to every Google review for a manager to approve, alerts managers to serious complaints and reports themes weekly.
Works with GmailGoogle Business ProfileSlack
Approval for money/legal actionsContent & draftsLearn moreDocument Classifier
Productivity & Projects
Every file named, tagged and filed.
Reads each new file in your inbox folder, tags its type, date, parties and deadlines, gives it a standard name and moves it.
Works with AsanaDropboxGoogle Calendar+5 more apps
StandardDocument reading & checkingLearn moreCRM Updater
Sales & CRM
CRM kept current, with one-click rollback.
Reads call notes, logged emails and meeting summaries, proposes CRM field updates with before-and-after previews, and lets you roll back any change.
Works with HubSpotSalesforceZoho CRM
Review for important actionsData sync between appsLearn more- Book a demo
Not sure which fits?
Tell us the apps you use and the job that takes up your week. We will suggest where to start.
Contract Analyzer
Legal & Compliance
Spot risky clauses and renewal dates fast.
Summarises each contract's key terms with clause citations, compares it to your playbook, flags red lines, and puts renewal deadlines in the calendar.
Works with DocuSignGoogle CalendarGoogle Drive+2 more apps
Approval for money/legal actionsDocument reading & checkingLearn moreFile Organizer
Productivity & Projects
Every file named well and filed right.
Files dropped into an inbox folder get a clear name and move to the right approved folder. Duplicates are flagged and every move can be undone.
Works with DropboxGoogle DriveOneDrive+1 more apps
Review for important actionsData sync between appsLearn more
Also works for any business
Not made for real estate in particular, but they fit here too.
Questions about AI for Real estate
FAQDepartments these automations serve
See what fits your business
Tell us how your real estate business runs today and which apps you use. We will suggest the first automation to try.