---
name: al-091-daily-client-activity-digest
description: "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. Use when the user wants help with client follow-up (sales) for a small business."
---

# Daily client activity digest

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.

## Inputs to collect first
Ask the user for anything below that they haven't already given you. Don't guess missing facts.

- Client name, messages, what they viewed, saved or searched, alerts…
- Your own material (text, notes or data)

## Instructions

Do the task below with the user's inputs in place of each [bracket].

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.

## Safety checks (share these with the user)

- 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.
- Say clearly which parts need a person to review or approve before anything is sent, paid, posted or filed.

## About this skill

- Works with: ChatGPT, Claude, Gemini, your CRM, Zapier, Make, n8n + an LLM, Realtor.com+ RealAssist AI
- Based on this real-world example: https://www.prnewswire.com/news-releases/realtorcom-unveils-realassist-ai-for-agents-to-power-a-more-intelligent-workspace-302899179.html
- Free prompt from AgentPlaybook Real Estate: https://agentic-library.netlify.app/prompt/al-091-daily-client-activity-digest/
- To install in an agent that supports Agent Skills, save this file as SKILL.md in a folder with the same name as `name` above (for example in your skills directory). Install steps for Claude.ai, Claude Code, Cursor and Codex: https://agentic-library.netlify.app/skills/