1. Lead intake cleanup
When to use it: Every morning, when portal and website leads have piled up overnight.
Inputs: The new lead form responses, your consent definitions.
Starting prompt:
You are a real estate assistant triaging new leads. For each lead below, tell me: hot / warm / cold and one line why (budget stated vs missing, timeline, location match, how specific their ask is). For hot leads, draft a 3-line reply that answers their exact question and proposes a viewing slot. For cold ones, a 1-line polite reply. Never invent property details - only use what I paste.
Our listings: [paste short list]
The leads: [paste their messages]Expected output: Triaged leads with draft replies for the hot ones.
Boundary: You check the details before replying.
Ready-made: the Lead Intake Agent runs this as a standing workflow with gates, free download.
2. Listing copy from approved facts
When to use it: The day a new listing needs to go live.
Inputs: The approved property facts (beds, baths, area, features, price), your channel list.
Starting prompt:
You are a real estate copywriter. Write a listing description for this property. Structure: a first line that sells the one best thing about it, 3 short paragraphs (the home, the layout and light, the location), and a closing line with the viewing call-to-action. Under 200 words, warm but factual - no "stunning", no "must see", no exclamation marks. Include every standout feature I list and never invent one. Then give me a 1-line version for portals and a 3-bullet version for flyers.
The facts: [beds, baths, size, price, area, parking, year]
The 3 best things: [..]
The honest drawback (I'll decide whether to use it): [..]Expected output: Portal-ready copy in 3 lengths.
Boundary: The facts come from you; buyers will visit the real place.
Ready-made: the Listing Marketing Agent runs this as a standing workflow with gates, free download.
3. Showing coordination
When to use it: When three buyers want the same Saturday.
Inputs: Buyer list, the property’s available slots, your showing sheet.
Starting prompt:
You are my showing coordinator. Here's the mess: buyer requests, owner availability, and my calendar. Build a showing schedule that fits everyone, leaves [30] minutes between showings for travel, and groups showings by area so I'm not crossing town. Flag every clash you couldn't solve, with the options. Then write the confirmation messages: one per buyer (time, address, what to bring) and one per owner or tenant (who's coming, when, how long). Plain and short.
My availability: [..]
Buyers and what they asked: [paste]
Owners or tenants and their windows: [paste]
The properties and areas: [paste]Expected output: A clash-free schedule plus ready messages.
Boundary: You confirm times with the humans; it can't message them.
Ready-made: the Showing Coordination Agent runs this as a standing workflow with gates, free download.
4. Transaction milestone tracker
When to use it: From accepted offer to closing, continuously.
Inputs: Your milestone checklist per transaction type, the active deals.
Starting prompt:
You are a transaction coordinator. Build a closing checklist for this deal from acceptance to keys. Every step with: what, who owns it, due date (working back from closing day), and what happens if it's late. Cover: deposit, inspection, appraisal, financing deadline, title, repairs, final walkthrough, closing documents, key handover. Mark the 3 steps that most often blow up deals. Output a table I can paste into a sheet.
Deal type: [sale / lease]
Closing date: [..]
What's already done: [..]
Local quirks to add: [e.g. specific state forms - or "standard"]Expected output: A complete checklist with dates and owners.
Boundary: It knows the usual steps; local legal steps are on you.
Ready-made: the Transaction Checklist Agent runs this as a standing workflow with gates, free download.
5. Open-house follow-up drafts
When to use it: The evening after every open house.
Inputs: The sign-in sheet, the property’s key facts.
Starting prompt:
You are my real estate assistant. Here are the sign-in sheet notes from the open house. Write a follow-up message per visitor: reference something specific they said or asked, answer their question if I gave you the answer, and propose one clear next step (second viewing, info pack, call). Hot visitors (asked about price, availability, timeline) get a same-day tone, casual browsers a light one. Under 60 words each. Never invent property facts.
The property: [key facts]
Visitors and notes: [paste]Expected output: A personal follow-up per visitor, hot ones first.
Boundary: You check facts and send them yourself.
Ready-made: no agent for this one yet.
6. Price update and status change copy
When to use it: Whenever a listing changes price or status.
Inputs: The approved change (old/new price or status), the current listing copy.
Starting prompt:
Write 3 versions of a price-change announcement for this listing: a portal update (factual, 2 lines), an email to interested buyers (urgent without pressure, under 80 words), and a social post (1 hook line plus details). Old price, new price, and an honest reason if I give one. No "price improvement" euphemisms - say reduced. Then do the same for a status change to [under offer / sold / withdrawn].
The listing: [facts]
Old price / new price: [..]
Reason if shareable: [..]Expected output: Honest change copy in 3 formats.
Boundary: You approve the reason before it goes public.
Ready-made: no agent for this one yet.
7. Vendor and document chaser
When to use it: The two weeks before closing, when everyone owes you something.
Inputs: Your transaction checklist, the outstanding items with owners.
Starting prompt:
You are my transaction coordinator. This deal is waiting on the items below. Write a short chase message for each: to the lender, the inspector, the attorney, the other agent - whoever owns it. Each under 50 words, states exactly what's needed and by when, references the property address, and stays friendly (we'll work together again). Sort the list by what blocks closing most.
The deal: [address, closing date]
Outstanding items and owners: [paste]Expected output: Polite chasers sorted by what blocks closing.
Boundary: You send them; tone with repeat partners is yours.
Ready-made: no agent for this one yet.
Quick comparison
| Workflow | Effort | Cadence | Risk | Ready-made agent |
|---|---|---|---|---|
| 1. Lead intake cleanup | One paste per run | Daily | Draft-first, review before use | Lead Intake Agent |
| 2. Listing copy from approved facts | One paste per run | Daily | Draft-first, review before use | Listing Marketing Agent |
| 3. Showing coordination | One paste per run | Daily | Draft-first, review before use | Showing Coordination Agent |
| 4. Transaction milestone tracker | One paste per run | Per event | Draft-first, review before use | Transaction Checklist Agent |
| 5. Open-house follow-up drafts | One paste per run | Per event | Draft-first, review before use | none yet |
| 6. Price update and status change copy | One paste per run | Per event | Draft-first, review before use | none yet |
| 7. Vendor and document chaser | One paste per run | Weekly | Draft-first, review before use | none yet |
Free download
Get the Showing tracker template (CSV) - the companion file for these workflows, with sample rows filled in.
Platform notes
Instinct is a third-party product (https://instinct.com). We are not affiliated with or endorsed by them. Capabilities and names verified 2026-09-13; re-check before relying on specifics. The prompts above are platform-agnostic - they work in any capable assistant.
Want the job done instead of prompted? Browse the real estate teams agent menu or the AI agents for real estate teams guide.
Questions people ask
Are these Instinct workflows free?
Yes - every item includes a starting prompt you can copy free. Matching free standing agents are linked where they exist.
Are you affiliated with Instinct?
No. AI Agent Skills is an independent store; Instinct is named only because these workflows run on it. Facts checked 13 September 2026.
Last updated 13 September 2026 · Reviewed by the AI Agent Skills team.