An Austin realtor runs his business through 5 Claude workflows
In plain words
Each morning Claude pulls his hottest leads from Follow Up Boss and drafts follow-ups. It caught a client who'd favourited a property he'd missed.
What happened: 7 deals closed since building it; one deal came from a follow-up Claude flagged (their own figures)
These numbers come from the builder and haven't been checked independently.
Source: realestateaisociety.com ↗
How to do it yourself
Our suggested steps. The company didn't publish theirs.
- 1
Connect your CRM to Claude (via its connector or an export).
- 2
Ask it each morning for your 5 hottest leads.
- 3
Have it draft follow-ups; you edit and send.
- 4
Log which leads turned into appointments.
- 5
Add the next workflow (listing copy, market updates).
The instructions to give the AI
Paste this into Claude (the free plan is fine), swap the [brackets] for your details, and test it on a few real examples.
This is one part of the setup. It won't connect to your phone, inbox or other apps on its own; the steps above cover that.
Agent instructions (prompt)
Look at my CRM activity from the last 3 days. List the 5 leads most likely to buy soon (saved or viewed listings, replied, asked questions) with one reason each. Then draft a short personal follow-up for each.
[Highlighted] = replace with your own details before you run it.
What you should get back: "1. Maria L. — saved 3 homes in Mueller this week. Draft: 'Hi Maria, want to see the two on Aldrich St Saturday?'"
Written by Quickly and Good, inspired by this case.
More detail: tools, prices and what you'll need
The company used: Claude + Follow Up Boss
You could use: Claude + your CRM (Follow Up Boss)
- Claude
AI assistant for writing, analysis and long documents; can connect to your tools.
Free plan; Pro $20/mo (monthly) · Official site ↗
Prices from each tool's own pricing page, checked Oct 2026.
What you'll need
- ☐An automation tool (n8n, Make or Zapier)
- ☐Connections to each app involved (email, CRM, sheets, calendar)
- ☐An AI model account/API key
- ☐The agent instructions (prompt)
- ☐Error handling: what happens when a step fails
- ☐Testing with real data for a week
- ☐A human review step before anything goes out to customers
Can I do this myself?
Yes if you have built a Zapier/Make/n8n workflow before. If those words are new, hire a builder.
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