All Startup Ideas

Real Estate Workflow Automation

Workflow automation layer that connects Zillow, CRM, docs, and email into templated real-estate flows for agents drowning in tool sprawl.

Real estate agents do not lack software. They drown in it. A typical solo agent pays for a CRM, an IDX or lead source, an e-sign/transaction tool, an email drip platform, and a dialer — often $200–500/month combined — and still types the same client name into three systems by hand. Leads arrive in Zillow or a Facebook form. Showings get booked in a calendar. Documents live in Dotloop. Follow-ups run in Follow Up Boss. Each product works alone. Connecting them is unpaid ops work the agent does between showings.

Built for Solo Founders, Weekend Builders.

Industry coverage notes 92% of commercial real estate firms running AI pilots (up sharply from single-digit adoption a few years prior), with workflow execution — not demos — as the next phase (The Real Deal / Keyway).

Suggested stack: Next.js + Vercel, Postgres, Zapier Platform / Make API, Claude, Stripe, Resend + optional Slack webhooks. Weekend scope: about 8 hours.

The Problem

Real estate agents do not lack software. They drown in it. A typical solo agent pays for a CRM, an IDX or lead source, an e-sign/transaction tool, an email drip platform, and a…

The Solution

Real Estate Workflow Automation (working name: Transom) is a workflow automation layer for agent tech stacks. It connects lead sources, CRM, e-sign/docs, and email into pre-built…

Market Research

Industry coverage notes 92% of commercial real estate firms running AI pilots (up sharply from single-digit adoption a few years prior), with workflow execution — not demos — as…

Competitive Landscape

Follow Up Boss — Dominant agent CRM for lead capture, smart lists, dialer integrations. Excellent inside its box. Not a visual cross-stack builder. Roughly $50–100/user/month.

Business Model

Templates ($49–$199 one-time) — Single workflow packs with setup checklist and Loom.

Recommended Tech Stack

Next.js + Vercel — Marketing, template store, workflow editor (simple form-based at first, visual later).

AI Prompts to Build This

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  1. 1. Project Setup

    Build the weekend MVP of "Transom": one real-estate workflow, Lead Intake, that runs when a lead arrives by webhook, creates a contact and a call task, drafts a first-touch email and tells the agent. The agent decides whether anything is sent.
    
    Stack: Next.js (App Router), TypeScript, Tailwind, Supabase (Postgres, Row Level Security, Auth with email magic link), the Anthropic API for the draft, Resend for email. Contacts and tasks live in this app this weekend. Deploy on Vercel.
    
    Tables (Row Level Security on, each user reads only their own rows; the webhook writes through a server route):
    - workflows(id, user_id, template, webhook_secret, config jsonb, active boolean, auto_send boolean)  auto_send defaults to false
    - runs(id, workflow_id, idempotency_key, status, step_logs jsonb, error, created_at)  unique on workflow_id and idempotency_key
    - contacts(id, user_id, name, email, phone, source, listing_url, created_at)
    - tasks(id, user_id, contact_id, title, due_at, done_at)
    
    Screens: /login, /workflows (create one and copy its webhook URL and secret), /runs/[id] (the step log), /inbox (drafts waiting for approval and tasks).
    Env vars (names only): NEXT_PUBLIC_SUPABASE_URL, NEXT_PUBLIC_SUPABASE_ANON_KEY, SUPABASE_SERVICE_ROLE_KEY (server only), ANTHROPIC_API_KEY, RESEND_API_KEY.
    
    Do not build: billing, template purchases or plans, Zapier, Make, Zillow or Follow Up Boss connections, Google Calendar, disclosure or offer templates, a visual workflow editor.
    Done when: npm run dev starts, you can sign in, and the four tables exist with Row Level Security on.
  2. 2. Core Feature

    Build the one feature that proves Transom: a lead gets a human-speed response, once, with a log of every step.
    1. POST /api/hooks/[workflowId] accepts { name, email, phone, listing_url, source } with the workflow's secret in a header. Reject a bad secret. Make the idempotency key a hash of the email and the source, so the same lead sent twice creates one run.
    2. A runner executes the steps in order and writes each result to step_logs: (1) upsert the contact, (2) create a task "Call this lead" due 5 minutes from now, (3) ask the Anthropic API for a short first-touch email using only the name and the listing address from the lead, with no invented facts about the listing, (4) email the agent a summary of the lead and the draft through Resend.
    3. The first-touch email is saved as a draft in /inbox. It is sent to the lead only after the agent presses Approve, unless auto_send is on for that workflow.
    4. If any step fails, mark the run failed, keep the log and email the agent within the same request. A Retry button reruns from the failed step.
    5. /runs/[id] shows each step, its time and its result.
    Rules: never send to a lead who has replied STOP or unsubscribed. Every email carries the agent's name and an unsubscribe line. Never invent a price, a feature or a promise.
    Empty state: with no workflows, show the create form and a sample curl command.
    Done when: posting the same lead twice creates one run and one contact, the call task is due in 5 minutes, the draft waits for approval, a forced failure at step 3 marks the run failed and emails the agent, and Retry completes it.
  3. 3. Landing Page

    Build a one-page landing site for Transom, lead follow-up that runs itself for real-estate agents.
    Hero: "Never let a new lead wait for your copy and paste." Sub: "Transom takes a lead from your site or ad, adds the contact, sets the call task, drafts the first email and tells you. You approve what goes out." One button: Join the waitlist.
    Sections: a sample run log with four steps, how it works in four steps (connect a webhook, a lead arrives, steps run, you approve), and an FAQ on what is sent without your approval (nothing by default), which lead sources and CRMs connect next and where lead data is stored.
    Waitlist: store the email in a waitlist table in Supabase. No other service.
    Style: Geist, an off-white background, near-black type, one blue accent.
    Done when: the page renders on a phone and a submitted email appears in the waitlist table.
  4. 4. Branding Package

    Use a design or image tool for this one. A coding agent cannot draw a logo.
    Brand for Transom: a wordmark and an icon that suggest the window above a door.
    Colors: off-white, near-black and one blue. Type: Geist, with Geist Mono for step logs.
    Deliverables: wordmark, icon, four run status chips (running, waiting for approval, done, failed) that differ by shape as well as color, a lead summary email header, and one launch graphic.
    Done when: each deliverable is saved in one folder and the status chips are distinguishable without color.