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.
Agent snapshot
Built for real estate work, not a generic template.
3
template uses
5
catalog views
2
integrations used
2
labels matched
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.
Workflow brief
Where Skip-Trace List Composer fits in a real estate automation system
Skip-Trace List Composer is designed for a specific recurring job: 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. 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 Drive and Follow Up Boss 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.
Poll the configured cloud drive folder for new files; group them into pairs by matching date prefix in the filename
When a complete pair is detected, download both CSVs and parse them as the skip-trace file and the property file
Normalize property addresses (USPS-style: street number, name, suffix, city, state, zip) on both sides and join on the normalized key
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
Standardize phone numbers to E.164, owner names to Title Case, and trim trailing whitespace from every field
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
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Plans start at €20/mo