Real Estate Sales Outreach

Probate Lead Hunter

Monitors configured county probate court dockets and legal-notice sites for new filings, extracts decedent, executor, attorney, case number, and filing date, then skip-traces executors for phone and email using embedded BatchData. Cross-checks against a historical Google Sheets log to skip duplicates, appends new leads with enrichment, and emails a daily digest containing a ranked hot list plus a paste-ready outreach kit (executor letter, phone script, and attorney email).

136 template uses · 181 catalog views

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Agent snapshot

Built for real estate work, not a generic template.

136

template uses

181

catalog views

integrations used

labels matched

Real Estate Sales Outreach

Sample input

Build an agent to probate Lead Hunter. Use Google Sheets, Follow Up Boss, and Gmail. Focus on sales outreach. Return a ready-to-review result after each run.

Sample output

Every morning, scans county probate filings, skip-traces executors, dedupes against your sheet, and emails you a ranked hot list with an outreach kit ready to send.

Workflow brief

Where Probate Lead Hunter fits in a real estate automation system

Probate Lead Hunter is designed for a specific recurring job: monitors configured county probate court dockets and legal-notice sites for new filings, extracts decedent, executor, attorney, case number, and filing date, then skip-traces executors for phone and email using embedded BatchData. Cross-checks against a historical Google Sheets log to skip duplicates, appends new leads with enrichment, and emails a daily digest containing a ranked hot list plus a paste-ready outreach kit (executor letter, phone script, and attorney email). The agent page keeps the workflow concrete by showing the connected apps, the input a team can give Twin, and the output the run is expected to produce.

A team can start from this public template, adjust the instructions, connect the relevant accounts, and schedule the agent once the review path is clear. That makes it useful for repeatable work where the same research, update, summary, or follow-up needs to happen again.

In this setup Twin uses Google Sheets, Follow Up Boss, and Gmail as source systems, action targets, or reporting destinations. The agent can combine those tools with browser automation and API calls when the workflow crosses systems.

What this agent automates

This run includes 8 concrete steps from the published agent data.

Signal 1 · 1

Trigger daily at the configured time and pull the list of target counties

Signal 2 · 2

Scrape each county docket and legal-notice source for filings posted since the last run

Signal 3 · 3

Parse filing PDFs with Twin AI to extract decedent, executor, attorney, case number, and filing date

Signal 4 · 4

Skip-trace each executor for phone and email using embedded enrich_property action property_skip_trace

Signal 5 · 5

Load the historical leads sheet and dedupe by case number and executor name

Signal 6 · 6

Append new leads to the sheet with enrichment data and a recency-weighted score

Integrations used

Probate Lead Hunter connects Google Sheets, Follow Up Boss, and Gmail.

Google Sheets

Connected in this agent

Follow Up Boss

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Gmail

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