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Airtable Real Estate Automations

Topic Labels: Automations
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Hello community, I am wondering if anyone has any experience setting up table like this: I am a realtor. The workspace would consist of a table for buyers I work with, their buying criteria filled out in the fields (ie. Min. $200k investment; Min. 2 bed 1 ba, etc). I would like a corresponding table/sheet with property data that corresponds with those buy box fields. If a $150,000 2 bed 1 ba house is inputted into the system, how do I create it so that it automatically emails to the corresponding appropriate buyers? Also would this count as a run per email (buyer) with regards to my automation run limit?

1 Reply 1

If your Buyers table looks like this:
image

and your Properties table looks like this:
image

You would set up an automation to trigger when all the appropriate Properties fields get filled in. Then you’d have a Find Records step that looks for up to 100 users with matching criteria:
image

From there you need to decide when precisely the matching users should get emailed.

If you are fine with mass emailing all the users about this one new matching property:

  • Add an action after the Find Records step that uses the List of Field Values => Email Field in the To or BCC field and insert the Trigger Record in the email body. This will result in only 1 automation run per property.

If you want each user to get a custom email:

  • Add a Update Record action after the Find Records step that inserts the List of Record IDs from the Find Records Step into the trigger Property record’s {Notified Buyers} field (or whatever field links Properties to Buyers}.
  • Add a new automation that watches for changes to the Buyers table’s {Matching Properties} field. Add a Send Email action step with info from the linked property. If 10 buyers’ criteria matched the new property, then you’ll have 11 total automation runs.