Have Claude write a 7 a.m. brief from yesterday's emails, texts and call transcripts and match new listings to each buyer
Cassandra Hartford, owner and CEO of Reach Commercial Real Estate, a commercial brokerage in Melbourne, Florida (Brevard County) with a team of eight, in her own post on X
Scheduled Claude jobs read the team's emails, work texts and call transcripts and write a one-page morning brief of who is waiting on whom. Others score new listings against each buyer's criteria and draft buyer emails, owner reports, lease check-ins, BPOs and prospecting lists for her review.
Claude $17/mo billed annually ($20 monthly); free plan available (the post doesn't say which plan or how the jobs are scheduled)
Medium · or we set it up for $197
Claude, Crexi, LoopNet
The problem
In a small brokerage, the real information is in calls, texts and emails, and that's where follow-ups fall through the cracks.
What happened
She says a Claude-built list of 200 county real estate attorneys with drafted intros led to 12 coffee meetings the next week, and a search for a development parcel found 37 local developers, each with a written pitch. No time-saved figures. Self-reported.
Quoted in the source: Cassandra Hartford, owner and CEO, Reach Commercial Real Estate. Source: Cassandra Hartford (@SpaceCoastCRE) on X (2026-07-22) · Added 2026-10-24.
How to set it up yourself
- What Reach Commercial Real Estate uses: Claude with the team's email, work texts and phone-system call transcripts connected, running jobs on a schedule. The post doesn't name the phone system or how the schedule is set up, so the steps below are our DIY version.
- Make one Claude Project for the brokerage. Upload a buyer-criteria file (one row per active buyer: property type, size, area, budget, deal breakers) and your report templates.
- Each morning, paste or connect yesterday's emails, texts and call notes and run the prompt below. Check the brief against your inbox for a week before you rely on it.
- Add a second step to the same project: paste new Crexi or LoopNet listings and ask it to score each against every buyer and draft a short email to any buyer over your cutoff. Read and send the emails yourself.
- Once the brief is reliable, add the twice-monthly owner report (views, saves, inquiries, calls) and lease check-ins at set months before each expiration.
Copy-paste prompt
You are the operations assistant for {BROKERAGE NAME}, a {NUMBER}-person commercial real estate brokerage in {MARKET}. Below are the last 24 hours of our emails, work texts and call transcripts. Write a one-page brief for {OWNER NAME}: 1) Who is waiting on us, with what, since when. 2) Who we are waiting on. 3) Deadlines in the next 7 days. 4) Anything a client said on a call that isn't in an email yet. Use names and property addresses. Don't invent anything; if something is unclear, list it under 'Check'. Then score these new listings {PASTE LISTINGS} against our buyer file {PASTE BUYER CRITERIA} from 1 to 10 and draft a three-sentence email to each buyer who scores 7 or higher.We set up one AI automation in your tools, live within 48 hours of getting access, for $197. No call needed. Founding price for our first 10 customers (regular $297).
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Tools used
Claude
AI assistant for writing, long documents, analysis and coding help.
From $17/mo billed annually ($20 monthly) (checked 2026-10-24)
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Checked prices: Claude: from $17/mo billed annually ($20 monthly) (verified 2026-10-24)
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