05/15/2026
day three of using claude as a real estate agent 🤝
today I’m showing you how to build a morning dashboard that pulls every tool you use into one place — in under five minutes.
here’s how:
1. open cowork, go to customize connectors, and connect your google calendar, gmail, notion, your call recorder, anything you find in the directory.
pro tip: if your CRM isn’t in the directory, go into your CRM’s settings and grab the API key — you can give that to Claude and it’ll connect.
2. then open a new task and give it a prompt like: every morning at 6am, build me a dashboard with today’s showings, new leads from the last 24 hours, follow-ups due, and any calendar conflicts.
3. keep refining it after the first run. add market updates, hot listings, whatever you want at your fingertips ☕
✨ quick note: this is a starting point for your day, not a replacement for reading your emails or listening to your calls. use it to get oriented faster, then go do the work only you can do.
comment “AI Realtor” below to register for my free training next week, and follow for the rest of the series 🏡