Automate Your Real Estate Meetings with Chat GPT: A Comprehensive Tutorial for REAL Brokerage Agents

Written By Ilya Geldman

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As a real estate agent with REAL Brokerage, maximizing your time is essential. Learn how to automate your meetings using Chat GPT, streamlining your workflow and focusing on what truly matters.

Step 1: Effortless Meeting Scheduling with Calendly Use Calendly to automate your meeting bookings. This online scheduling tool allows leads to easily select available slots, ensuring a seamless booking process.

Step 2: Seamless Meeting Recording with Google Meet Once scheduled, utilize Google Meet to automatically record and transcribe meetings. Capture key information without manual note-taking, keeping your focus on client engagement.

Step 3: Automate CRM Updates with Zapier and Chat GPT After recording, automate the process by using Zapier to send transcriptions to Chat GPT. Extract essential details, such as client emails, and upload the notes directly into your Chime CRM.

Enhance Your Workflow with Further Automation Take automation a step further by using Zapier to email meeting notes or send them directly to your Chime CRM, keeping your client data organized and up-to-date.

Ilya Geldman
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