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:
Process today’s new property leads: [paste/link]. Deduplicate, keep consent status visible, capture property need and source, propose an owner per lead. Save as a Google Sheet in a Real Estate Lead Intake Workspace folder.Expected output: A deduplicated queue where the first call goes to a real buyer, not a duplicate.
Boundary: It prepares the queue and drafts. Contact happens when you approve.
Ready-made: the Lead Intake Agent runs this as a standing workflow with gates, $19 one-time.
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:
Write listing copy from these approved facts: [paste]. One main description plus a version per channel: [paste channels]. Every claim must trace to a fact in my list - no invented features. Save as a Google Doc.Expected output: Factual copy with channel versions, every claim traceable.
Boundary: Approved facts only. No embellished square footage, ever.
Ready-made: the Listing Marketing Agent runs this as a standing workflow with gates, $19 one-time.
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:
Prepare showing options for these buyers: [paste]. Check each proposed slot against the showing sheet for conflicts, draft a confirmation per buyer, and flag any double-booking risk. Save as a Google Sheet.Expected output: Conflict-checked options with draft confirmations ready to send.
Boundary: It drafts and checks. Confirmations go out on your approval.
Ready-made: the Showing Coordination Agent runs this as a standing workflow with gates, $19 one-time.
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:
Track these active deals against my checklist: [paste]. Per deal: milestone, due date, missing item, owner, status. Show every overdue or missing item first.Expected output: A tracker where the missing document surfaces weeks early, not closing week.
Boundary: It tracks and reminds. Legal advice is never part of the output.
Ready-made: the Transaction Checklist Agent runs this as a standing workflow with gates, $19 one-time.
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:
Draft follow-ups for these open-house visitors: [paste sign-in sheet]. Per visitor: name, what they saw, a short follow-up referencing the property’s relevant facts, approval status. Mark incomplete contact details as CANNOT DRAFT.Expected output: Follow-up drafts while the visit is still fresh, gaps flagged.
Boundary: No contact details, no draft. And sending waits for you.
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:
Update this listing copy for an approved change: [paste old and new]. Produce the updated description and a short price-improvement announcement per channel. Only the changed facts may change.Expected output: Updated copy where nothing drifts except the approved change.
Boundary: One approved change at a time; it does not rewrite the listing.
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:
List every outstanding item on this transaction: [paste/link]. Per item: what is missing, who owes it, since when, a short chase draft, approval status. Save as a Google Sheet.Expected output: A chase list with drafts, so nothing depends on your memory.
Boundary: It prepares the chase. You decide when and whether to send.
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 $19 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.