Automate Real Estate Workflows with AI Agent
If you can use a spreadsheet, you can automate any repetitive task.
No code required. Build workflows in minutes.
If you can use a spreadsheet, you can automate any repetitive task.
No code required. Build workflows in minutes.
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How it works
Easily automate tasks with AI spreadsheets in three simple steps.
Save time, reduce effort, and focus on what matters — no coding needed!
Start by creating a column in your AI spreadsheet. This column can hold important information like property listings or client details. This is a key step because it forms the foundation of your workflow. Just input the data you want to automate, and you’re all set! Think of each column as a tool that helps you organize your real estate tasks efficiently.
Next, you’ll need to give clear instructions for what you want your workflow to do. Decide what actions should happen for each piece of data. For example, you can set it to send follow-up emails, calculate commissions, or schedule property viewings. This step customizes the automation to fit your specific real estate needs, ensuring each task is done just as you want it.
Finally, you’re ready to activate your workflow. Simply click to run any cell or row, and watch the automation spring into action. It will complete the tasks you’ve set up in real-time, saving you time and effort. With the automation handling these repetitive tasks, you can focus more on closing deals and serving your clients better!
Integrations
Connect with over 100 popular tools and services, making it easy to incorporate into your existing workflow.
Workflow Templates
Automatically send follow-up emails to new leads based on predefined time intervals.
Automate regular updates for property listings, including price changes, open house dates, and new photos.
Use an automated system to schedule client appointments, sending confirmations and reminders.
Automatically generate and send invitations to potential buyers for upcoming open houses.
Create workflows to automatically generate necessary documents like contracts and disclosures based on input data.
Automate the collection and generation of market analysis reports for clients and prospects.
Send automated surveys or emails to clients after property showings to gather their feedback.
Automate the scheduling and posting of property updates, open houses, and market news across social media platforms.
Automate updates to clients on the status of their transactions, including key milestones and required actions.
Match Your Needs
Billed Yearly
Billed Monthly
Perfect for individuals or small teams.
/per month
Included Features
Unlimited users
500 credits
Concurrent 5 workflows
Daily Data Sync
Get Started for Free
Ideal for growing businesses.
/per month
Included Features
Unlimited users
2000 credits
Concurrent 25 workflows
Hourly Data Sync
Get Started For Free
Best for large organizations.
Included Features
Unlimited users
100,000+ credits
Unlimited Concurrent workflows
Realtime Data Sync
Contact Us
Streamline your real estate tasks effortlessly. Automate repetitive workflows and focus on what truly matters—closing deals and serving clients!
Refine is the simple lead enrichment platform for sales teams and agencies. Get complete contact data using templates, not formulas - no technical skills required.
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