Daily client activity digest: AI agent prompt
Each morning, summarize what every client did across messages, saved searches and price alerts, with suggested next steps and drafted messages you approve, like Realtor.com's RealAssist AI Daily Digest for real estate agents.
SalesClient follow-upbeginnerThe prompt
Here's yesterday's activity for my clients: [paste: client name, messages, what they viewed, saved or searched, alerts such as price changes, my notes]. For each client, give me a 2-line summary of what changed, how ready to act they seem (hot / warm / cold) and why, and one suggested next step. For the top [3] clients, draft a short message in my tone (here's a sample of how I write: [paste]) that I can review before sending. Put the clients who need action today at the top.
How to use it
- Copy the prompt above.
- Replace every [bracket] with your own details (or fill in the blanks on AgentPlaybook Real Estate, which remembers your answers for the next prompt).
- Paste it into ChatGPT, Claude, Gemini and review the answer before you use it.
Works with: ChatGPT, Claude, Gemini, your CRM, Zapier, Make, n8n + an LLM, Realtor.com+ RealAssist AI
Real-world example: prnewswire.com/news-releases/realtorcom-unveils-realassist-ai-for-agen
Featured in: Free AI agent prompts for small business (beginner-friendly) · AI prompts to summarize meetings, notes, documents and reports · AI agent prompts for Zapier, Make and n8n automations
Before you use it: what to check
Check yourself
- Check every figure, price and total against your own records before anything is sent, posted or booked. A person approves refunds, discounts, payments and price changes.
- Remove names, contact details, account numbers and other personal data the task doesn't need before you paste, and check your AI tool's data and training settings.
- Check names, dates, numbers and any claim against your own source material before you use the answer. AI can misread or invent details.
Using an AI agent? Download this prompt as a SKILL.md agent skill with these checks built in, or get the .zip for Claude.ai. How to install skills.
Want to make this prompt even better? Grade it with the free prompt grader or build your own with the AI prompt generator.
32 copy-paste agent prompts (PDF) plus 5 new prompts every week.
Get it free