For AI agents: Markdown version of this page · llms.txt
Setup guide

Property lead intake that never drops an enquiry - on Microsoft Copilot

The $19 Lead Intake Agent runs on Microsoft Copilot as three plain-text files: set it up once in a Microsoft 365 Copilot Notebook, approve a sample-data test, then trigger each run with the usage prompt and this run's inputs.

Get the Lead Intake Agent - $19Microsoft Copilot overview

What the Lead Intake Agent does

If your company runs on Microsoft 365, this agent lives where the files already are. It turns buyer, seller and renter form responses into deduplicated, consent-aware records with an owner per lead, ready for same-day follow-up.

Portal leads, sign-in sheets and website forms land in three places, and the first follow-up call goes to a duplicate while a real buyer waits.

Where the three files go in 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.

What a run looks like on Microsoft Copilot

A run looks like this: you open the Notebook, paste the usage prompt with this run's inputs, and Copilot works through real-estate-lead-intake against the referenced files. The output - it turns buyer, seller and renter form responses into deduplicated, consent-aware records with an owner per lead, ready for same-day follow-up - comes back for your review before anything is used.

Setup, step by step

  1. Create a Copilot Notebook and name it after the job (for example: real estate lead intake).
  2. Add skill.md as a reference and setup-prompt.txt as the custom instructions.
  3. Run the setup; the agent runs real-estate-lead-intake on fictional sample data first - approve that test before real work.
  4. Start each real run in the Notebook with usage-prompt.txt and this run's inputs. On consumer Copilot (no Notebooks), upload skill.md at the start of each session instead.

Honest limits on Microsoft Copilot

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

Does the Lead Intake Agent work on Microsoft Copilot?

Yes - the agent is three plain-text files, and on Microsoft Copilot they live in a Microsoft 365 Copilot Notebook. The four setup steps below are the whole job: Create a Copilot Notebook and name it after the job (for example: real estate lead intake). Then add skill.md as a reference and setup-prompt.txt as the custom instructions.

What does the Lead Intake Agent produce on 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.. Copilot returns it in the Notebook; you move the approved version into your Microsoft 365 files. Every run waits for your approval before anything is sent, spent, published or scheduled.

Is this affiliated with Microsoft Copilot?

No. AI Agent Skills is an independent store. We are not affiliated with, endorsed by, or sponsored by Microsoft Copilot or its makers. Platform names belong to their owners; capabilities change, so check Microsoft Copilot's current documentation.

Run this agent on another assistant

Instinct Claude Gemini Hermes OpenClaw ChatGPT Grok DeepSeek Perplexity Town Muse

More real estate teams agents on Microsoft Copilot

Listing Marketing Agent Showing Coordination Agent Transaction Checklist Agent

AI Agent Skills is an independent store, not affiliated with Microsoft Copilot or its makers. Platform names belong to their owners.