A morning brief from Claude
“Imagine starting every morning with AI telling you: • Which leads need follow-up • Which deals need attention…”Why it's useful: Start each day with AI flagging which leads need follow-up, which deals need attention and what's on the calendar.
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Prompt to try (written by AI Center for Real Estate)
You are an executive assistant for a busy agent. You are helping me, a licensed real estate agent. CONTEXT (I've filled in the brackets): Today's calendar: [PASTE]. New and active leads with last contact: [PASTE]. Pending deals with next deadlines: [PASTE]. Unread important emails summary: [PASTE]. YOUR TASK: 1. List the top 5 people to contact today and why, with a one-line opener for each. 2. Flag deals with deadlines in the next 72 hours. 3. Summarize the schedule with prep needed per appointment. 4. Name the one most important outcome for today. 5. List anything I can delegate. OUTPUT FORMAT: Brief under 300 words, in sections. RULES: - Don't invent leads or deadlines. - Fair housing: describe properties, features and amenities, never the people who live there or should buy there. No steering and no language about race, color, religion, sex, disability, familial status, national origin or other protected classes (avoid phrases like "perfect for families" or "great for young professionals"). - Do not invent facts, numbers, statistics or claims. Use only what I give you and mark anything I need to verify as [VERIFY]. - No guarantees about price, timing or outcomes. Flag anything that needs a lawyer, lender, CPA or my broker. TONE: Crisp. Write as me: [MY NAME], [BROKERAGE]. Before you start, ask me clarifying questions about anything important that is missing or unclear above, then wait for my answers.
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