Catch a slipping number in days, not a month later: give every key number in your real estate team an owner and an AI agent that checks it on a schedule and pings both of you with next steps the moment it drops below target: AI agent prompt
On Oct 29, 2026 Clayton Gits posted on X that most team leaders find out a number is off 30 days too late, so his group is building an agentic real estate team in which every key number has an owner, a person plus their AI agent, and both get pinged with next steps the second a KPI slips. The prompt below helps any team leader or small business owner set up that scorecard: pick the numbers, assign owners, set the warning lines and let an AI agent watch them on a schedule.
The prompt
I run [a real estate team of X agents / a small business: describe]. Help me set up a 'number owners' scorecard that an AI agent checks every [day / Monday morning]. 1) Suggest the 6-8 numbers that best predict our results, e.g. for a real estate team: new leads, speed to first reply, appointments set, listing appointments, signed listings or buyer agreements, deals under contract, closings, days on market. 2) For each number, write: where the data comes from ([CRM, spreadsheet, transaction software]), how to calculate it, the target, a yellow warning line and a red line. 3) Assign an owner from my team ([names and roles]). 4) Write the instructions for the agent: each check, compare the latest figure with the target and the last 4 weeks; if a number crosses the yellow or red line, send the owner and me a short alert saying what changed, the likely cause based on the data, and 2-3 specific next steps for this week. Stay quiet when everything is on track. 5) Give me a one-page weekly summary format for our team meeting. Use only the data I connect or paste; never estimate missing numbers.
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Example values are fictional, just to show how a filled-in prompt reads. Replace them with your real details.How to use it
- Copy the prompt above.
- Replace every [bracket] with your own details (use the fill-in-the-blanks box above, 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, Follow Up Boss, Google Sheets, Zapier
Real-world example: x.com/clayton_gits/status/2115822516623024632
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Before you use it: what to check
Already built into this prompt
- Use only the data I connect or paste; never estimate missing numbers.
Check yourself
- Anything legal, tax or compliance-related is a first draft for a qualified person to check. It is not professional advice, and clause references and deadlines must be checked against the source.
- Read and edit the draft before it reaches a customer or goes public. If you later automate this prompt, start with "draft and notify me", not "send automatically".
- Check names, dates, numbers and any claim against your own source material before you use the answer. AI can misread or invent details.
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