Process automation

Site visit scheduling and reminders

Lets buyers pick a visit slot that suits the agent and the owner, sends reminders with directions, and collects feedback after the visit.

pradeep.build / build reportReal estate · Process automation

What it does

A visit-booking automation for an agency. A buyer asks to see a home and gets three slots that fit the agent's calendar and the owner's rules. Occupied homes need the owner's yes first. Reminders go out the day before and two hours before with the map pin, and the buyer can move the visit in the same chat. After the visit, the buyer is asked what they thought and the agent gets the answer before calling.

The problem

Each visit took several calls between buyer, owner and agent, and about one in four buyers didn't turn up after a long drive.

Approach

Slots come from the agent's calendar and each owner's allowed hours, so nobody offers a time that won't work. Owners approve visits to occupied homes with one tap. Reminders carry the map pin and the agent's number. Feedback is summarised as interest and objections, which sets up the agent's follow-up call.

  • Input
  • AI step
  • Rules or code
  • Person decides
  • Result
How it flows

Screens

Swipe sideways to see the whole screen.

Client work is shown under confidentiality agreements: no client names, and screens are recreated with sample data.

Stack

  • WhatsApp automation
  • Calendar booking
  • Gemini API
  • CRM pipeline

Impact

20 to 30%fewer no-show visits with automated reminders
8+ hrsa week of scheduling calls saved per busy agent

Typical for systems like this.

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