Inspiration Galleryarrow_forward

Notion CRM with Automations for Real Estate

Notion CRM with Automations for Real Estate

Relay.app screenshot of: Notion CRM with Automations for Real Estate

Relay.app screenshot of: Notion CRM with Automations for Real Estate

James Ferrer

Owner

Notion is the CRM for my Real Estate business. I use Relay.app to create custom automations on top of Notion. Here's a sneak preview of our 186 step workflow...

Human-in-the-Loop

Google Calendar

Steps in this workflow

1

New page added

2

Assign a role

3

Input Commission Dollar Amount

Author picture (James Ferrer)

I have a Real Estate company and I built a CRM in Notion with automations using Relay.app. The alternatives are Real-Estate specific CRMs that would have cost me $600 or more per month.

There's a misconception that Real Estate agents just put a sign in the front yard that a home is for sale and then collect their commissions. That's not the case. We think of ourselves as pilots for Real Estate. No pilot takes off without a checklist and we don't do deals without a thorough checklist and automations to keep track of everything.

As you can see in this automation, I use Relay.app with Notion to create and stay on top of a detailed checklist for each new listing.

If you're a Real Estate agent looking to level up your processes, I'm planning to offer my full CRM system through the Notion marketplace. Follow us on Facebook to get updated when the system is available.

James Ferrer

Owner

Discover other inspiring workflows

search

All

Human-in-the-Loop AI Email Meetings CRM Marketing

Category

AI Customer Research

Use the latest AI tools from Google's Gemini to automatically search the web and do research on a new customer.

Google AI Studio

Relay.app workflow screenshot: AI Customer Research

Article Summarizer

Summarize articles that I email to myself.

Relay.app workflow screenshot: Article Summarizer

Extract action items from meetings notes and add them to Todoist

Automatically extract action items assigned to you from the meeting notes and add them as a task to Todoist.

Google Calendar

Relay.app workflow screenshot: Extract action items from meetings notes and add them to Todoist

Extract information from invoices and add this to a spreadsheet.

Every time a receipt of invoice has been added to a Drive folder, extract the relevant information and add this as a new row to a spreadsheet.

Relay.app workflow screenshot: Extract information from invoices and add this to a spreadsheet.

Automatically summarize new posts from an RSS feed

Every time a new post is added to an RSS feed, scrape the web page to summarize the post in a few bullets and send it along over email.

Relay.app workflow screenshot: Automatically summarize new posts from an RSS feed

Parse new order email into calendar event using AI

Use AI to parse an automated email with a new order confirmation into a detailed custom calendar event.

Google Calendar

Relay.app workflow screenshot: Parse new order email into calendar event using AI

New Client Onboarding as a Freelancer or Solopreneur

This is how I save time and money onboarding new clients.

Relay.app workflow screenshot: New Client Onboarding as a Freelancer or Solopreneur

Automatic Resume Parsing

Automatically parse resumes from emails and video recordings.

Relay.app workflow screenshot: Automatic Resume Parsing

Add Provider to Mailing List and Monthly Meetings

Add medical provider to mailing list and monthly supervision meetings

Google Calendar

Relay.app workflow screenshot: Add Provider to Mailing List and Monthly Meetings

Calendly Discovery to CRM Process

Enrich Calendly data with LinkedIn profile information via Relevance.ai.

Relay.app workflow screenshot: Calendly Discovery to CRM Process

Automate Email Outreach Follow-up

Automate follow-ups for email outreach.

Relay.app workflow screenshot: Automate Email Outreach Follow-up

Track Expenses in QuickBooks from Spreadsheet

I use Relay.app with QuickBooks and Google Sheets to track my business expenses.

QuickBooks Online

Relay.app workflow screenshot: Track Expenses in QuickBooks from Spreadsheet

Create Daily HubSpot Task

Create HubSpot task that recurs at a daily cadence.

Relay.app workflow screenshot: Create Daily HubSpot Task

Summarize meeting transcripts with custom prompts

Summarize meeting transcripts from SmartSuite with custom prompts based on meeting type.

Relay.app workflow screenshot: Summarize meeting transcripts with custom prompts

Sync time tracking to Linear and Notion

Track time for a Linear project and update in Notion.

Relay.app workflow screenshot: Sync time tracking to Linear and Notion

Draft Follow-up Email from Call Summary

Draft Follow-up Email from BuildBetter.ai Call Summary.

Relay.app workflow screenshot: Draft Follow-up Email from Call Summary

Create HubSpot Task from Form Submission

When a prospect submits a form, create a new task in HubSpot.

Relay.app workflow screenshot: Create HubSpot Task from Form Submission

Extract data from PDFs into Notion

Do you often work with PDFs and need a quick way to extract structured data from them? The solution is simple: use AI to pull the raw data directly from the PDF, and seamlessly store it in a structured format in your Notion database.

Relay.app workflow screenshot: Extract data from PDFs into Notion

Dynamically run automations using other team members' accounts

This powerful workflow uses the 'Assign a Role' action to dynamically fetch the Account Manager for a closed Deal in HubSpot, so that a welcome email to the new customer will be sent using their Gmail account. Before the email is sent, the assigned Account Manager will first get a Human-in-the-Loop approval step where they have the opportunity to give the final go-ahead.

Human-in-the-Loop

Relay.app workflow screenshot: Dynamically run automations using other team members' accounts

Forward Emails Automatically

Every time you receive a certain type of email (like an invoice or receipt), automatically forward it to the right address.

Relay.app workflow screenshot: Forward Emails Automatically

Parse labeled emails to extract unstructured data using AI AI Agent to process meeting notes Invoice Payments AI Extract from email Daily summary of support bugs Triaging support emails with AI and a Human in the Loop User study preparations