Real Estate Operations

Skip-Trace List Composer

A real estate operations agent that watches a shared cloud folder for paired skip-trace and property-data CSV exports, matches them on property address, applies investor-grade filters (deceased, no phone, out-of-state, DNC), and produces an outreach-ready Smartlist with phone, owner, mailing, and property columns mapped to your dialer or mail-merge tool. Tracks every joined batch in the agent database to prevent re-mailing the same households, normalizes phone and address formats, and emails the finished CSV to the campaign operator with a short summary of rows in / rows out / drop reasons.

2 runs · 2 clones

Agent snapshot

Built for real estate work, not a generic template.

2

runs observed

2

community clones

2

integrations used

2

labels matched

Real Estate Operations

Sample input

Build an agent to skip-Trace List Composer. Use Google Drive and Follow Up Boss. Focus on operations. Return a ready-to-review result after each run.

Sample output

Whenever paired skip-trace and property CSVs land in your cloud drive, joins them on address, drops deceased and no-phone rows, and emails you a REIReply-ready 9-column Smartlist.

What this agent automates

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

Signal 1 · 1

Poll the configured cloud drive folder for new files; group them into pairs by matching date prefix in the filename

Signal 2 · 2

When a complete pair is detected, download both CSVs and parse them as the skip-trace file and the property file

Signal 3 · 3

Normalize property addresses (USPS-style: street number, name, suffix, city, state, zip) on both sides and join on the normalized key

Signal 4 · 4

Apply the selected filter rules in order: drop deceased, drop no-phone, drop DNC, drop out-of-state owners, drop rows already in the agent database within the cooldown window

Signal 5 · 5

Standardize phone numbers to E.164, owner names to Title Case, and trim trailing whitespace from every field

Signal 6 · 6

Project the joined and filtered rows into the configured output column schema (default: 9-column REIReply Smartlist)

Integrations used

Skip-Trace List Composer connects Google Drive and Follow Up Boss.

Google Drive

Connected in this agent

Follow Up Boss

Connected in this agent

Clone Skip-Trace List Composer

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

Try this agent

Plans start at €20/mo

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