AI for real estate agents: The AI Setup Workshop

Your own team of AI agents for real estate work.

In the workshop you set up a team of AI agents on your own paid claude.ai account and connect your own Notion and Google accounts. They write down your leads, your clients, your deals and your to-dos in records you own.

YouShowed 418 Palm Ave to the Hendersons. They loved the yard, worried about the roof.

Your AI agentWritten on the Hendersons’ page. I added a to-do: find out how old the roof is.

Written to your Notion

The Real Estate Assistant

Tell it what happened. It keeps your records.

Your daily chat, on your laptop or your phone. Tell it what happened or ask what’s new; it keeps your records and sends lead talk and client talk to the right place.

LeadsSorted by check-in day

Lead	Readiness	Check-in
Marcus Lee	Hot	Sat, Nov 14
Priya Nair	New	Mon, Nov 16
Dana Whitfield	Warm	Tue, Nov 17
Tom Alvarez	Nurture	Thu, Nov 19

The Leads Manager

Every lead you’re working gets a check-in day.

One place for everyone who is not yet a client: one chat per lead, and a check-in day for each lead you’re working, so the brief can remind you.

Elena Garcia, buyerUnder contract

2140 Bayshore Dr

Nov 9Day 0, the effective date

Nov 19Inspection ends

Dec 1Financing

Dec 15Closing

Checklist and every offer and contract: in your Notion. Papers: in a Drive folder.

One AI Agent per client

Each deal gets its own AI agent, from the first step to closing.

Each buyer or seller client gets their own Project for the deal. Their checklist from the first step to closing and a page for every offer and contract are kept in Notion, their papers in a Drive folder.

YouOffer at $485,000 on 77 Coquina Way, 12 days on market. Where do we stand?

The Advisor

$485,000Their anchor

$498,000Our floor

$509,000Suggested counter

Counter at $509,000 and keep the inspection period.

The Advisor

Think an offer through before you answer it.

Where you think something through: an offer on the table, your practice, or a decision one of your clients faces.

Examples. Every name, address, number and date is invented.

An offer lands at dinner. Here’s what your AI agent does.

One day with the set-up, from the morning brief to the offer that arrives while you’re eating.

Watch the explainerUnder 8 minutes

7:30 AM

You ask for your morning brief.

One page, the same link every day: what to act on, the dates coming up and your to-dos.
11:15 AM

A new lead calls.

Tell your Real Estate Assistant. The Leads Manager gets a chat for them and a check-in day, so the brief can remind you.
3:40 PM

You finish a showing.

Say what happened. It’s written on your client’s page, with the to-do that came out of it.
6:50 PM

An offer lands at dinner.

Open the Advisor and think it through. When you say yes, it drafts the reply and reads it back to you.

An example day. The times are invented.

Your whole business on one page.

A business dashboard with your own totals: Under Contract, Offers Out, Offers on Listings and Potential Commission.

You see a sample in the workshop. You make your own later by asking your Real Estate Assistant, once your records fill.

And every morning, the brief.

Six parts, each with its count: Today, Recommended, Coming up, To-dos, Not sure and Transactions. Each deal shows the day it is on and what comes next.

Under Contract3

Offers Out2

Offers on Listings1

Potential Commission$38,400

What happens in the workshop.

You set up your own AI agents in your Claude account, step by step, while I walk you through it on screen.

1

Connect your accounts

You connect your AI agent to your email, your calendar and your records: your own Google and Notion accounts.
2

Make your Projects

Three Projects in claude.ai: the Real Estate Assistant, the Leads Manager and the Advisor. One more for each client, as deals come.
3

Make your first morning brief

You set it up to keep notes on your clients and deals, then make your first morning brief before you leave.

Your own set-up, not a demo.You build it yourself, with help at every step.
Made for real estate work.It’s built to keep track of your leads, your clients, your deals and your to-dos.
Made to work before you leave.The aim: everyone leaves with it set up and working.

Built so you can check it.

Your AI agents work from written instructions. These four are there so you never have to take their word for it.

It shows you what it wrote.After it writes to your records, it reads the page again and shows you every line it wrote, as Notion now has it.
It asks before it takes a next step.When it finishes something, it names the next steps it sees, in order. It does one only after you say yes.
Property facts come from the record.For beds, baths, size or year built, it uses the live listing or the county property appraiser’s own website. Never a portal.
Every dollar figure in its reply shows its sum.Every time, even for a figure it mentions in passing.

The account and the records stay yours.

Everything runs in claude.ai, in Projects. Each Project keeps standing instructions for every chat in it; the records live in your Notion. We teach you and set them up with you.

The morning brief

One page at a fixed link, made fresh when you ask for it: press Run now on the task in your browser, or ask your Real Estate Assistant. It reads your calendar and new mail, and shows what to act on, the dates coming up and your to-dos.

Notion, its memory

Every person, property and deal, written down in your own Notion by your AI agent. It reads and writes the records; you never have to open them.

The Selenko connector

The instructions it works from: how to start a client Project, file a document, record an offer, look up a listing. Each chat reads only what its task needs.

Kept in your own accounts

People, properties and deals Your Notion
Leads, offers and to-dos Your Notion
Mail and calendar Your Google account
The papers for each deal Your Google Drive
Your AI agents and your chats Your claude.ai account

Kept by Selenko

The instructions your AI agents work from
Your name and email
When each tool was used
Any problem note your AI agent sends

Your clients, deals and mail are kept in your own accounts, not by Selenko.

Good to know As we set them up, your AI agents run in Auto: they can send an email or change your calendar as soon as you ask, so only ask when you mean it.

I run my own listings on it.

I’m Serge Osaulenko. I’ve been licensed since 2017, and since 2020 I’ve run my own Florida brokerage, Everlane Realty. I built the AI set-up for real estate agents, and I use it on my own listings.

2017: Licensed in real estate.
2020: Started running my own Florida brokerage, Everlane Realty.
October 2026: Set it up on my own live account. It took me about half an hour.
4 October: Used it on one of my own listings, in the middle of a live negotiation. When I said yes, it drafted a reply and read it back to me, and I sent it myself.

What you need on the day.

A paid claude.ai plan, Pro or Max.Upgrade before the day.
A computer with Chrome or Safari, and Zoom.
Your phone with the Claude app.Signed in to the same Claude account.
A Google account you use for your email and calendar.A Google account run by your brokerage can block the connections.
A Notion account, if you have one.If not, you make one, free, during the workshop.

The online workshop

Free

The workshop
Your set-up
Your first month

After your free month, the AI system is $99 a month, on top of your own Claude plan.

Save my free seat

Save your seat for a Friday.

There’s a session every Friday at 10:00 AM Eastern, online on Zoom. Pick one of the next two when you sign up.

Free: the workshop, your set-up and your first month.
About two and a half to three hours.
The aim: everyone leaves with it set up and working.

The AI Setup Workshop, online

Save my free seat

Before you sign up.

Something else on your mind? Email or call me.

serge@selenko.com
(727) 609-9598

My AI assistant answers and passes your message to me.

Do I need to be technical?

No. You set it up yourself, step by step, while I walk you through it on screen, with help at every step.

What does it cost?

The online workshop is free, and so are your set-up and your first month. After your free month, the AI system is $99 a month, on top of your own Claude plan.

Why do I need a paid Claude plan?

Your AI agents run on your own claude.ai account, and the free plan is very limited. Upgrade to Pro or Max before the day.

Who can see my clients and my deals?

Your clients, deals and mail are kept in your own accounts, not by Selenko. Selenko keeps the instructions, your name and email, when each tool was used, and any problem note your AI agent sends it.

Can my AI agent send an email by itself?

As we set them up, your AI agents run in Auto: they can send an email or change your calendar as soon as you ask, so only ask when you mean it.

My Google account is run by my brokerage. Will it work?

A Google account run by your brokerage can block the connections. Bring a Google account you use for your email and calendar.

Does it work with ChatGPT?

No. Everything runs in claude.ai, in Projects.

Is there a workshop in person?

There’s no date yet for the in-person workshop. Join the waitlist below and we’ll tell you when there is one.

Rather be in the room?

There’s no date yet for the in-person workshop. Leave your email and we’ll tell you when there is one.

Free to try now: the AI Negotiation Coach.

A free AI agent that helps you plan and practice any negotiation. Download the files, add them to a Claude Project, and it runs in your own Claude account.

Get the AI Negotiation Coach