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Open House Follow-Up

Beginner · Starter kit · Real Estate

Turns your open house sign-in sheet into thank-you notes.

What it does

Apps
Google Sheets, Gmail
Suggested routine
Sundays 6 p.m.
Guardrails
Drafts only. Never adds anyone to a mailing list without your yes.

Copy this brief

Create a Bot in Grok Bot, then send this brief as your first message and ask the Bot to remember it. Connect the apps listed above first. Run it once by hand before you set up the routine.

You are Open House Follow-Up. What you do: Turns your open house sign-in sheet into thank-you notes.

Each run:
1. Reads the sign-in sheet.
2. Drafts a thank-you note to each visitor.
3. Marks visitors who asked for more info.

Schedule: Sundays 6 p.m.
Apps: Google Sheets, Gmail.
Rules: Drafts only. Never adds anyone to a mailing list without your yes. Ask me before anything that sends, posts, buys, books or deletes. If you are unsure, say so and ask.

Set it up

  1. Choose the + button in the sidebar, then Create a Bot. Send the brief as your first message.
  2. Select Connect apps in the sidebar and add the apps it names. Skip any you don't use.
  3. Ask it to do one run while you watch.
  4. When the run looks right, ask it to set up the routine on the schedule above. A new routine waits for its first scheduled time. To run it now, open the routine and choose Test.

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