By industry · real-estate agents, brokers, and small teams

Workflow builds shaped around the way your property team works

TouchFlow scopes and builds n8n-first workflows around your team’s process. Start with a free workflow audit, then choose a fixed-scope build and optional ongoing maintenance.

Check audit readinessSee three workflow examples
Possible workflow scopes · real estate

Three workflows to map around your team.

These examples are starting points, not a fixed package. Each build is scoped to the team’s process. Workflows can draft, sort, or flag while agents approve replies, CRM changes, and deal decisions.

Open-house follow-up

Inquiry follow-up

Open house → reviewed reply

The handoff

After an open house, contact details and notes can arrive across sign-in sheets and forms. Someone still needs to decide which follow-up fits each inquiry.

Possible workflow

A workflow can organize inquiry details and prepare a follow-up draft for agent review before anything is sent.

CRM review

Duplicate and stale-follow-up review

Flag records → team review

The handoff

Possible duplicate contacts and follow-ups that may need attention can be difficult to spot during a busy week.

Possible workflow

A review queue can flag likely duplicates and stale follow-ups. Team members approve any merge, edit, archive, or deal decision.

Listing inquiry triage

After-hours inquiry handoff

Sort context → draft response

The handoff

Listing questions can arrive while agents are showing properties or away from their desk, leaving context to sort through later.

Possible workflow

A workflow can group the inquiry with its property context and draft a response for an agent to review and approve.

A clear path from scope to handoff

Start with the workflow. Decide what stays in human hands.

The audit defines the work before a build begins. Your team keeps the final say on customer replies, CRM changes, and property decisions.

  1. 01

    Free workflow audit

    Map the current process, handoffs, and approval points, then define a practical workflow scope.

  2. 02

    Fixed-scope, n8n-first build

    Build the agreed workflow around the team’s process and selected tools. People keep approval over replies, CRM changes, and deal decisions.

  3. 03

    Handoff

    Review what the workflow does, where approvals happen, and how the team can operate it.

  4. 04

    Optional ongoing care

    If useful, arrange a separate follow-on to maintain or adjust the workflow as the team’s process changes.

Vertical-specific audit

Start with a free workflow audit

The free workflow audit is the offer; this five-question readiness check is the first step. Your result points to the next option: booking, ROI, or the newsletter.

Check audit readinessSee the field ROI first

Keep the workflow moving. Keep the important decisions with your team.

TouchFlow