The Suite SocialHome of The Agent Suite
Get started

The Workflow Library

Choose what you'd love off your plate.

Every Agent Suite Launch includes your Morning Dashboard and 3 workflows built around your business. Browse what's possible, add your favorites to a shortlist, and we'll start there together.

Book a free fit call Browse the library
3 workflows built at LaunchOne new or improved workflow each month of supportNothing is sent without you

Your voice

How Claude writes.

Instructions built around how you talk to clients, plus your brokerage's rules.

Your tools

What Claude can see.

Your email, calendar, Drive, DocuSign, and the other tools you already use, connected in your own Claude account.

Your workflows

What Claude prepares.

The listing copy, follow-ups, and updates you'd otherwise write yourself.

= Your back office, handled.

You review every draft and send it yourself.

Working together to build a personalized set of workflows

Not sure where to begin?

Most agents start with the Morning Dashboard, the Listing Launch Kit, and Lead Follow-Ups. Together they touch almost every day of your week.

The library

Workflows built around your business.

Your shortlist: 0 of 8

Workflow 01 · Your day

Morning Dashboard

Included in every Launch

A calm, one-page brief waiting for you each morning: today's appointments, the emails that matter, and the deals that need your attention.

Replaces: Checking three apps and a sticky note before your first showing.

You give it
Nothing new. It reads your calendar, inbox, and pipeline.
You get back
Your day at a glance, plus drafts ready to review.
When it runs
Every morning
Works withEmailCalendarDrive

Workflow 02 · Listings

Listing Launch Kit

Choose for your Launch

One set of notes becomes everything you need to launch a listing: your MLS description, social captions, emails, and flyer copy.

Replaces: Writing the description, captions, emails, and flyer for each new listing, one blank page at a time.

You give it
Your notes and the home's details.
You get back
An MLS description, three social captions, a just-listed email, an open house invitation, flyer copy, and a visitor thank-you.
When it runs
Whenever you have a new listing
Works withDrive

Workflow 03 · Clients

Lead Follow-Ups

Choose for your Launch

A warm, personal follow-up for every new inquiry and open house guest, drafted while the conversation is still fresh.

Replaces: The follow-up you meant to send on Monday.

You give it
Their name and a line about how you met.
You get back
A follow-up email in your voice.
When it runs
After every new inquiry or open house
Works withEmail

Workflow 04 · Clients

Past-Client Check-Ins

Choose for your Launch

Thoughtful notes that keep you close to past clients, for home anniversaries, the holidays, or just because.

Replaces: Meaning to stay in touch and never quite finding the time.

You give it
A client's name and a detail you remember.
You get back
A personal check-in, ready for you to send.
When it runs
Whenever you'd like to reach out
Works withEmailDrive

Workflow 05 · Listings

Open House Recaps & Thank-Yous

Choose for your Launch

A clear recap for your sellers and a thank-you note for every guest, all from one set of notes.

Replaces: An evening of typing up the sign-in sheet.

You give it
Your sign-in sheet and notes.
You get back
A seller recap plus guest thank-yous.
When it runs
After each open house
Works withEmailDrive

Workflow 06 · Listings

Weekly Seller Updates

Choose for your Launch

A calm, clear note that keeps your sellers in the loop on showings, feedback, and next steps.

Replaces: The Friday scramble to remember what happened this week.

You give it
The week's showings and feedback.
You get back
A seller update in your voice.
When it runs
Weekly, for each active listing
Works withEmailCalendar

Workflow 07 · Marketing

Market Update Posts & Emails

Choose for your Launch

A monthly market update for your sphere, in your voice, built from the numbers you trust.

Replaces: Staring at a market report, wondering how to make it interesting.

You give it
Your local numbers from your MLS or brokerage report.
You get back
A social post and an email, ready to review.
When it runs
Monthly
Works withDrive

Workflow 08 · Marketing

Social Posts from Your Briefs

With the Content Plan Add-On

Turns each monthly content brief into a caption draft in your voice, in minutes.

Replaces: Opening Instagram with no idea what to say.

You give it
One of your monthly post briefs.
You get back
A caption draft to review, then post from your own account.
When it runs
About twice a week

How your library grows

Every Launch begins with your Morning Dashboard and three workflows, built together in person. Then, each month of support, we add or improve one more, chosen from what's actually saving you time.

After three months, continue month to month if you'd like. Your account, templates, and workflows stay yours either way.

Bring your shortlist to a free fit call.

Answer four quick questions (about a minute), then pick a time for a free 20-minute call. We'll talk through your week and which workflows would help most.

Book a free fit call
Not ready to talk yet? Get the free guide →

Everything runs in your own Claude account. Claude Pro is $20/month, paid directly to Anthropic.