Use an agent to track deals and lease deadlines
A custom agent helped a commercial real estate operator monitor offers, organize follow-ups, and catch timing problems before they caused trouble.
- What they did
- Drew McAllister kept an agent inside email and calendar work. It sent text alerts when counteroffers landed, assembled owner follow-up lists, tracked bids, drafted escrow messages and thank-you emails, and pulled names from months of email plus contact screenshots into a protected list. It also reviewed lease redlines and pointed out deadline clashes, including ones tied to SBA funding.
- How it went
- The setup ran for 8 days without needing any reversals. It stopped at least one closing issue and helped keep buyer-agent relationships warm after a deal was selected.
- Tips
- Keep the agent on a tight review loop and only send or submit after you check its draft. This kind of workflow works best when it can read email and calendar context, but you still approve the final move.
Try it yourself with OpenClaw
Act as my assistant for [commercial real estate] operations. Watch my inbox and calendar for [counteroffers, bid updates, lease redlines, and deadline conflicts]. When a counteroffer arrives, text me a short summary with the key terms. Build and maintain a follow-up list for [property owners] from my notes and messages, and keep a tracker of open bids and next steps. Draft emails for items like [escrow updates] and [thank-you notes], but pause and ask for my approval before sending anything, submitting anything, deleting anything, or making any payment. Also review incoming lease language for missing or conflicting dates, especially when [financing or closing deadlines] could be affected. Save extracted contact names into a [protected list] and show me the source for each one before I approve it. After each task, give me a brief summary plus any risks or conflicts you found.
Fill in the [brackets]. Agents can make mistakes, so review anything before it is sent, paid or deleted.
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