To automate the TC, "Amy" must follow the linear progression of a real estate transaction. The timeline is dictated by "Days After Acceptance" (Day 0).4.1 Phase I: Opening Escrow (Days 0-3)Objective: Establish the transaction shell and secure the deposit. ...
Article 4.1: Workflow A: New Deal OnboardingThe Trigger: Receiving a "New Escrow" email with a contract attached.The Action: Extracting data (Price, Dates) via OpenAI, creating the Deal in Supabase, and Creating the DocuSign Room to serve as the deal's fi ...
Email 1: The Kickoff (Opening Escrow)Subject: TRANSACTION UPDATE - [Property Address]The Script:Hi Team!Congratulations on opening escrow for [Property Address]!I’ve gone ahead and set up the transaction file, sent introductions to the Escrow Officer and ...
The "Big Bang" Moment.This workflow is the entry point for every dollar of revenue. It triggers when an agent forwards a signed Purchase Agreement (RPA) to tc@dealtrail.com.Our goal: Go from "PDF in Email" to "Fully Setup Deal" in under 60 seconds without ...
This workflow triggers when an agent needs to generate paperwork but doesn't want to log into DocuSign to click tiny checkboxes.The Goal: The agent dictates the intent via email; Amy does the data entry.1. The TriggerSource: AgentMail Webhook.Intent Class ...
C.A.R. Forms and File ManagementThe "atomic unit" of a California real estate transaction is the C.A.R. Standard Form. There are over 200 forms in the library, but a standard residential transaction relies on a core set of about 30-40 documents. "Amy" mus ...