The creator provides a step-by-step tutorial for real estate agents on how to automate their email inbox using the AI tool Claude. She walks through downloading the app, connecting it to Gmail and Google Calendar, creating a new scheduled task, and writing a specific prompt for Claude to triage emails, draft replies, pull out tasks, and check her calendar. The video concludes with a call-to-action to comment for a link to a more in-depth webinar.
Post caption
👀 in 1 minute I’m showing you how your email inbox is about to run itself.
⚠️ disclaimer: go to Claude Settings → turn off ‘Improve Claude for everyone.’ and as always check with your brokerage for compliance
day 1 of our new series on using Claude as a real estate agent — and we’re starting with the thing that eats your mornings alive 🫠
in under a minute I’m showing you how to set up an automated email triage that drafts your replies, drops tasks into your project management tool, and cross-checks your calendar. set it once, it runs at 7am without you.
👇 please drop a comment telling us what you want to see next!
want the full playbook for running your real estate business with Claude?
comment AI Realtor and i’ll send you the webinar link.
#realtormarketing #aiforRealtors #realestatemarketing
Transcript
Day one of showing you how to use Claude as a real estate agent starting with your email inbox. First, make sure you download the Claude app to your computer. You can go to claud.com/download if you have already created your Claude account. You're just gonna need Claude Pro for this. Connect Claude to your Gmail or whatever email you use by going to customize, connectors, and then adding that as a connector. So I have my Google Calendar here and my Gmail here. Now you're just gonna create a scheduled skill to have your daily email triage. Click create new rank, write something telling it to triage your inbox every morning, draft replies, pull out rank, and check your calendar for scheduling requests. Then it'll start asking you questions, give it some answers, then it'll do it all for you. And you can edit it here or keep chatting with that chat to update anything, and it'll do it for you. Click run now to test it and let me know how it works. Comment AI better below and I'll send you the link to register to our upcoming webinar on how to use Claude as a real estate agent.