Keep referring dentists in the loop.
Referral updates get buried between systems.
Est. deploy 4–6 weeksSee the walkthrough
Client Communication · Real Estate
Turn showing feedback into a useful next step.
Agent feedback stays scattered in texts.
For: Listing coordinators and the team responsible for client communication in real estate.
01 · The outcome
What good looks like.
The team has an agent-approved showing feedback digest, with source evidence and an explicit approval before any external action. Track completed showings with feedback recorded against a baseline; do not assume automation improves it.
A connected workflow that uses showing feedback, listing facts, and seller communication preferences to group factual feedback and draft an update without inferring protected traits. It produces an agent-approved showing feedback digest.
Where AI helps, and where a person decides.
AI can group factual feedback and draft an update without inferring protected traits. It drafts and organizes; it does not authorize spending, commitments, clinical decisions or customer communication. The listing coordinator verifies the source facts and approves the final action.
Listing coordinator is accountable. People approve customer-facing, sensitive, financial, and legally binding actions.
- Listing coordinator: Capture the source and scope
- Listing coordinator: Review the proposed outcome
- Listing coordinator: Release only the approved version
- Listing coordinator: Check the result and exceptions
A named person approves customer-facing messages, spending, record changes and binding commitments before release. Pre-approved scripts are versioned; exceptions stop for review.
02 · The handoffs
How the work moves.
Every handoff has an owner. Select a step to open or close its detail.
Start when: A showing is marked complete. Connect only showing feedback, listing facts, and seller communication preferences. The listing coordinator confirms the request is authorized and in scope.
Ready when: The source reference, permissions and accountable owner are recorded.
Use the authorized records to group factual feedback and draft an update without inferring protected traits. Preserve the original language alongside the draft and label uncertain fields.
Ready when: Each proposed fact links back to a source, and missing information is visible.
Check an agent-approved showing feedback digest against the original records and current policy. Correct errors and escalate exceptions to the qualified specialist; do not auto-approve.
Ready when: Listing coordinator has recorded approval or a reason to hold the item.
After explicit approval, save an agent-approved showing feedback digest in the system of record. Send only approved messages to verified recipients. Record the version and prevent duplicate delivery.
Ready when: The approved record is saved; any delivery is confirmed or placed in the retry queue.
Review completed showings with feedback recorded each week, sample completed records for quality, and resolve held items. Change the rules only after reviewing actual errors and staff feedback.
Ready when: Exceptions have owners, the metric has a baseline, and corrective actions are assigned.
Sample record.
$ david run --workflow=real-estate-showing-feedback
ILLUSTRATIVE RECORD / NOT LIVE CUSTOMER DATA
- Example
- Illustrative only — not a real client record
- Reference
- REAL-ESTATE-SHOWING-FEED-DEMO-001
- Trigger
- A showing is marked complete.
- Owner
- Listing coordinator
- Prepared output
- an agent-approved showing feedback digest
- Review status
- Awaiting human approval — no external action taken
- Missing information
- Owner to verify source completeness
- Measure
- Completed showings with feedback recorded
Start with your tools.
Connect HubSpot, Google Calendar, DocuSign through approved APIs or controlled exports. Map record identifiers first; test permissions and field updates in a sandbox. Vendor names describe possible connections, not a guarantee of an available integration or license.
When things go wrong.
- A named person approves customer-facing messages, spending, record changes and binding commitments before release. Pre-approved scripts are versioned; exceptions stop for review.
- Use only authorized sources and role-based access. Keep an audit trail of source records, drafts, approvals and delivery status; deduplicate retries.
- If an integration fails, a source is missing or confidence is low, pause the action and assign the original request to the accountable owner.
Try this week / no DAVID required
A useful first step.
This week, have your listing coordinator time five examples of this work. Use redacted copies of showing feedback, listing facts, and seller communication preferences to make an agent-approved showing feedback digest manually, then list which fields required judgment.
What to measure.
- Completed showings with feedback recorded
- Minutes of human handling per completed item
- Drafts needing substantive correction
- Exceptions unresolved beyond the agreed review window
Estimate your time back.
20.8
$11,232
03 · More workflows to consider
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