Answer viewing requests and qualify the buyer
For agencies: reads each enquiry about a property, extracts the reference and what the visitor says about their project, then drafts a reply proposing a visit and asking the missing qualification points (budget, financing, timing). Draft only, for the agent.
- By
- Loop & Roll team · Official
- Copied
- 0 times
- Steps
- 4
- Version
- 1 · 18 October 2026
- Requires
- Loop & Roll 1.0.0 or later
Workflow graph
How it works
-
1
Property enquiry received
trigger.email -
2
Read the enquiry
ai.extract -
3
Propose a visit and qualify
ai.compose -
4
Save the reply as a draft
mail.send
What you will fill in after import
Nothing personal travels with a template: connections, mailboxes, tables and recipients are left blank for you to pick in your instance.
- Mailboxes to choose
- Save the reply as a draft · mailbox
- Connections to choose
- OpenAI · connection (llm_provider)
See also
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