Setup guides

AI agents for real estate teams on Microsoft Copilot: move leads, listings, showings and transactions forward.

Deals are won on follow-through: leads answered the same day, listings shipped with the right facts, showings that do not collide, closings with no missing paper. These four agents keep that machinery moving.

The four agents, on Microsoft Copilot

Lead Intake Agent for Microsoft Copilot

It turns buyer, seller and renter form responses into deduplicated, consent-aware records with an owner per lead, ready for same-day follow-up.

Setup guide →

Listing Marketing Agent for Microsoft Copilot

It turns your approved property facts into factual listing copy with channel versions and an asset checklist, each line traced to its source fact.

Setup guide →

Showing Coordination Agent for Microsoft Copilot

It prepares showing options with conflict checks and draft confirmations, and keeps the sheet current.

Setup guide →

Transaction Checklist Agent for Microsoft Copilot

It tracks every transaction milestone with due dates and missing items: deal, milestone, due date, missing item, owner and status.

Setup guide →

How setup works on Microsoft Copilot

With Microsoft 365 Copilot, create a Notebook, add skill.md as a reference and the setup prompt as the custom instructions, then run the setup and approve the sample-data test. With consumer Copilot, upload skill.md at the start of each session instead.

Honest limits

Notebooks need a work or school Microsoft 365 Copilot license. In consumer Copilot, treat each session as fresh: re-attach the files and re-paste the usage prompt.

Questions people ask

Which AI agents for real estate teams run on Microsoft Copilot?

All four: Lead Intake Agent, Listing Marketing Agent, Showing Coordination Agent, Transaction Checklist Agent. Each is $19 one-time - three plain-text files that live in a Microsoft 365 Copilot Notebook.

Why run real estate teams agents on Microsoft Copilot?

With Microsoft 365 Copilot, create a Notebook, add skill.md as a reference and the setup prompt as the custom instructions, then run the setup and approve the sample-data test. With consumer Copilot, upload skill.md at the start of each session instead.

Is this affiliated with Microsoft Copilot?

No. AI Agent Skills is an independent store, not affiliated with or endorsed by Microsoft Copilot or its makers.

AI Agent Skills is an independent store, not affiliated with Microsoft Copilot or its makers.