Inspiration Galleryarrow_forward

Notion CRM with Automations for Real Estate

Notion CRM with Automations for Real Estate

Relay.app screenshot of: Notion CRM with Automations for Real Estate

Relay.app screenshot of: Notion CRM with Automations for Real Estate

James Ferrer

Owner

Notion is the CRM for my Real Estate business. I use Relay.app to create custom automations on top of Notion. Here's a sneak preview of our 186 step workflow...

Human-in-the-Loop

Google Calendar

Steps in this workflow

1

New page added

2

Assign a role

3

Input Commission Dollar Amount

Author picture (James Ferrer)

I have a Real Estate company and I built a CRM in Notion with automations using Relay.app. The alternatives are Real-Estate specific CRMs that would have cost me $600 or more per month.

There's a misconception that Real Estate agents just put a sign in the front yard that a home is for sale and then collect their commissions. That's not the case. We think of ourselves as pilots for Real Estate. No pilot takes off without a checklist and we don't do deals without a thorough checklist and automations to keep track of everything.

As you can see in this automation, I use Relay.app with Notion to create and stay on top of a detailed checklist for each new listing.

If you're a Real Estate agent looking to level up your processes, I'm planning to offer my full CRM system through the Notion marketplace. Follow us on Facebook to get updated when the system is available.

James Ferrer

Owner

Discover other inspiring workflows

search

All

Human-in-the-Loop AI Email Meetings CRM Marketing

Category

AI Extract from email

A very short automation to automatically extract key details from invoice emails (vendor name, amount, due date) and add it to an accounting spreadsheet

Relay.app workflow screenshot: AI Extract from email

User study preparations

Every time someone signs up for a user study via our Calendly link, this workflow kicks in to set up a notes document based on a template and prepares the interviewer for the interview. Once the meeting has ended, notes are shared with the team and a thank you message is sent to the participant.

Human-in-the-Loop

Relay.app workflow screenshot: User study preparations

Automatic Resume Parsing

Automatically parse resumes from emails and video recordings.

Relay.app workflow screenshot: Automatic Resume Parsing

Add Provider to Mailing List and Monthly Meetings

Add medical provider to mailing list and monthly supervision meetings

Google Calendar

Relay.app workflow screenshot: Add Provider to Mailing List and Monthly Meetings

Calendly Discovery to CRM Process

Enrich Calendly data with LinkedIn profile information via Relevance.ai.

Relay.app workflow screenshot: Calendly Discovery to CRM Process

Automate Email Outreach Follow-up

Automate follow-ups for email outreach.

Relay.app workflow screenshot: Automate Email Outreach Follow-up

Track Expenses in QuickBooks from Spreadsheet

I use Relay.app with QuickBooks and Google Sheets to track my business expenses.

QuickBooks Online

Relay.app workflow screenshot: Track Expenses in QuickBooks from Spreadsheet

Create Daily HubSpot Task

Create HubSpot task that recurs at a daily cadence.

Relay.app workflow screenshot: Create Daily HubSpot Task

Summarize meeting transcripts with custom prompts

Summarize meeting transcripts from SmartSuite with custom prompts based on meeting type.

Relay.app workflow screenshot: Summarize meeting transcripts with custom prompts

Sync time tracking to Linear and Notion

Track time for a Linear project and update in Notion.

Relay.app workflow screenshot: Sync time tracking to Linear and Notion

Draft Follow-up Email from Call Summary

Draft Follow-up Email from BuildBetter.ai Call Summary.

Relay.app workflow screenshot: Draft Follow-up Email from Call Summary

Create HubSpot Task from Form Submission

When a prospect submits a form, create a new task in HubSpot.

Relay.app workflow screenshot: Create HubSpot Task from Form Submission

Extract data from PDFs into Notion

Do you often work with PDFs and need a quick way to extract structured data from them? The solution is simple: use AI to pull the raw data directly from the PDF, and seamlessly store it in a structured format in your Notion database.

Relay.app workflow screenshot: Extract data from PDFs into Notion

Dynamically run automations using other team members' accounts

This powerful workflow uses the 'Assign a Role' action to dynamically fetch the Account Manager for a closed Deal in HubSpot, so that a welcome email to the new customer will be sent using their Gmail account. Before the email is sent, the assigned Account Manager will first get a Human-in-the-Loop approval step where they have the opportunity to give the final go-ahead.

Human-in-the-Loop

Relay.app workflow screenshot: Dynamically run automations using other team members' accounts

Forward Emails Automatically

Every time you receive a certain type of email (like an invoice or receipt), automatically forward it to the right address.

Relay.app workflow screenshot: Forward Emails Automatically

Parse labeled emails to extract unstructured data using AI

For some lead sources, you get leads information only via email. In such cases, adding lead information to your CRM can be a chore. This workflow checks for new emails with a specific label, extracts the required data points from the email body using AI, and dumps the extracted data in a spreadsheet in a structured format. You can send the data directly to a CRM of your choice or connect the Google Sheets workbook to your CRM of choice.

Relay.app workflow screenshot: Parse labeled emails to extract unstructured data using AI

AI Agent to process meeting notes

Whenever an email with meeting notes is received, this AI Agent files tasks in Asana for every action item assigned to me. Additionally, it'll share a summary of the meeting notes over Slack with the team.

Relay.app workflow screenshot: AI Agent to process meeting notes

Invoice Payments

Every time an email with an invoice arrives, extract key information from it and assign a manual task to pay the invoice to a different person depending on the amount

Human-in-the-Loop

Relay.app workflow screenshot: Invoice Payments

Daily summary of support bugs

Every morning, this workflow sends a Slack message with a summary of the open support-related bugs and who they're assigned to.

Relay.app workflow screenshot: Daily summary of support bugs

Triaging support emails with AI and a Human in the Loop

Every time a support email is received, an AI model is prompted to classify the message as either (A) a feature request, (B) praise, or (C) something else. Depending on the type of email, an issue is filed in Linear or a team member is asked over Slack for input on a personalized thank you note to the customer.

Relay.app workflow screenshot: Triaging support emails with AI and a Human in the Loop