Live Building Real Estate Property Management Chatbot (Voiceflow + Airtable + Make)

Live Building Real Estate Property Management Chatbot (Voiceflow + Airtable + Make)

May 6, 2024
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Author: Nick Ning

How to Automate Your Real Estate Property Management Business

Are you tired of manually managing your real estate property management business? Do you want to automate the process and save time? In this article, we will show you how to build a fully automated system from scratch using three software tools: Voiceflow, Made.com, and Airtable. With this system, you can easily manage incidents reported by tenants and send the relevant information to the person who can solve the issue.

Table of Contents

- Introduction

- Building the Database in Airtable

- Creating the Chat Assistant with Voiceflow

- Sending the Information to the Relevant Person with Made.com

- Conclusion

Building the Database in Airtable

The first step in building an automated system for your real estate property management business is to create a database in Airtable. We will create two tables: one for general incidents and one for form incidents. In the general incidents table, we will keep all the incidents, and in the form incidents table, we will ask for attachments.

We will create the following fields in the general incidents table: name, email, phone number, address, type of issue, explanation, attachment, and incidence ID. In the form incidents table, we will create a form view and add the fields incidence ID and attachment.

Once we have created the tables, we will link them using a dynamic form link. This link will be sent to the tenant or person in charge, who can upload the document, video, or photo.

Creating the Chat Assistant with Voiceflow

The next step is to create a chat assistant with Voiceflow. We will ask for the name, email, phone number, address, type of issue, and explanation of the issue. We will set up a variable for each field and use it to send a message with all the information to the relevant person.

We will also set up a filter for the type of issue and create a router to send the message to the relevant person. We will use the following buttons for the type of issue: electricity, water, heating, fiber, appliances, and AC.

Sending the Information to the Relevant Person with Made.com

The final step is to send the information to the relevant person with Made.com. We will use a personal access token to create a post request and send all the information to the Airtable database. We will also create a get request to retrieve the form link and send it to the tenant or person in charge.

Conclusion

In conclusion, automating your real estate property management business can save you time and improve your efficiency. By using Voiceflow, Made.com, and Airtable, you can easily manage incidents reported by tenants and send the relevant information to the person who can solve the issue. With this system, you can focus on growing your business and providing excellent service to your clients.

Highlights

- Automating your real estate property management business can save you time and improve your efficiency.

- By using Voiceflow, Made.com, and Airtable, you can easily manage incidents reported by tenants and send the relevant information to the person who can solve the issue.

- Building a database in Airtable is the first step in building an automated system for your real estate property management business.

- Creating a chat assistant with Voiceflow allows you to ask for the name, email, phone number, address, type of issue, and explanation of the issue.

- Sending the information to the relevant person with Made.com involves using a personal access token to create a post request and send all the information to the Airtable database.

- By automating your real estate property management business, you can focus on growing your business and providing excellent service to your clients.

FAQ

Q: What software tools do I need to automate my real estate property management business?

A: You will need Voiceflow, Made.com, and Airtable.

Q: What fields should I include in the general incidents table in Airtable?

A: You should include name, email, phone number, address, type of issue, explanation, attachment, and incidence ID.

Q: What buttons should I use for the type of issue in Voiceflow?

A: You should use electricity, water, heating, fiber, appliances, and AC.

Q: How do I send the information to the relevant person with Made.com?

A: You will need to use a personal access token to create a post request and send all the information to the Airtable database. You will also need to create a get request to retrieve the form link and send it to the tenant or person in charge.

Q: How can automating my real estate property management business benefit me?

A: Automating your real estate property management business can save you time and improve your efficiency, allowing you to focus on growing your business and providing excellent service to your clients.

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