Real Estate Operations

Probate Outreach Kit Builder

This agent monitors a probate leads spreadsheet for new entries, then for each new lead generates three sanitized outreach artifacts: a sympathetic homeowner/heir letter, a phone call script with objection handling, and a courteous probate attorney introduction email. The agent dedupes against leads it has already processed, formats each kit as separate documents, and emails the bundle to the investor. It uses an empathetic tone, references the decedent and county case context when available, and skips leads that are incomplete or already mailed.

1 runs · 1 clones

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Agent snapshot

Built for real estate work, not a generic template.

1

runs observed

1

community clones

3

integrations used

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labels matched

Real Estate Operations

Sample input

Build an agent to probate Outreach Kit Builder. Use Google Sheets, Google Docs, and Gmail. Focus on operations. Return a ready-to-review result after each run.

Sample output

Watches your probate leads sheet hourly, drafts a personalized letter, phone script, and probate attorney email per lead, and emails the ready-to-mail kit to you.

What this agent automates

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

Signal 1 · 1

Read the configured leads sheet and pull rows added or updated since the last run

Signal 2 · 2

Filter out rows missing required fields (heir name, mailing address, property address, case info)

Signal 3 · 3

Check the Agent Database to skip any lead key already processed

Signal 4 · 4

For each new qualified lead, draft the letter, phone script, and attorney email in the selected tone

Signal 5 · 5

Create one Google Doc per artifact named with the lead key, store URLs, and update the lead row with status

Signal 6 · 6

Record the lead key, generated doc URLs, and timestamp in the Agent Database

Integrations used

Probate Outreach Kit Builder connects Google Sheets, Google Docs, and Gmail.

Google Sheets

Connected in this agent

Google Docs

Connected in this agent

Gmail

Connected in this agent

Clone Probate Outreach Kit Builder

Start from the exact agent behind this page, then adapt the prompt, apps, and review steps to your real estate workflow.

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Plans start at €20/mo