Real estate template
Real estate inquiry response
Reply to every property inquiry in minutes: AI qualifies the lead and drafts a reply, the agent approves it, and it's sent.
- Starts from a webhook
- 1 AI step
- Human approval
- For real estate agents
What it does
The whole workflow, at a glance.
Speed wins listings. Each inquiry is read by AI to find intent, budget and timeline, and the agent gets a Slack alert right away. AI also drafts a personal reply with viewing times; once the agent approves it, it's emailed to the lead.
- TriggerListing inquiry
- AI stepQualify and draft a reply
- OutputAlert the agent
- Human approvalAgent approves the reply
- Approved:Email the lead
- OutputEmail the lead
This is the workflow that opens in your canvas. Every step can be edited, moved or removed.
Step by step
What happens on each run.
- Step 1Listing inquiryYour website or listing portal forwards each property inquiry to the webhook.
- Step 2Qualify and draft a replyAI identifies buyer or seller, budget and timeline, and drafts a personal reply.
- Step 3Alert the agentPosts the lead's intent, budget and timeline to the agent's Slack channel.
- Step 4Agent approves the replyThe agent reads the drafted reply and approves it.
- Step 5Email the leadSends the approved reply to the person who inquired.
Apps and AI
What it connects to.
Apps
Swap any of them for another app: connect it in Settings → Integrations, or call its API with an HTTP step and a key from the credential vault.
AI on your own key
Works with any of the 14 providers you can connect. AI steps use your provider's default model until you pick another, and you pay your provider directly, at cost.
- OpenAI
- Anthropic
- Google Gemini
- Mistral
- Groq
- xAI
- DeepSeek
- OpenRouter
- Together AI
- Fireworks AI
- Azure OpenAI
- AWS Bedrock
- Google Vertex AI
- Any OpenAI-compatible endpoint
Setup checklist
Before you switch it on.
The canvas highlights anything still missing, and Dry Run works before any of this is done.
- Forward inquiries from your website or listing portal to the workflow's webhook URL.
- Connect an AI provider in Settings → AI Providers.
- Connect Slack and pick the connection and channel in “Alert the agent”.
- Edit the AI step's prompt with your name, brokerage and how you like to offer viewing times.
FAQ
Questions about this template.
Is the reply sent automatically?
Only after the agent approves it in the Reviews inbox. The Slack alert is sent right away.
Is it free to try?
Yes. Create a free account with no credit card and the template opens in your canvas. Build and Dry Run it free; run it live on any paid plan from $39/mo.
Which AI model does it use?
Whichever provider you connect. The AI step uses the default model of your connected provider (any of 14, on your own key), and you can pick a different model for each step.
Can I test it before it touches real data?
Yes. Dry Run walks through every step with simulated AI and app calls, so you can see the path it takes before you activate the trigger.
Open “Real estate inquiry response” in your canvas.
Free account, no credit card. Connect your apps and AI key and dry run it, then switch it on with a paid plan from $39/mo.