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← CREATIO AG
CRMAutomation Project Real Estate

CREATIO AG · Property Enquiry Automation

Property enquiries become HubSpot deals and receive linked Google Drive folders. Incoming attachments wait for review, and recent contact history is summarised before meetings.

Duration 7 months
Tasks 75
Meetings 17

Property newsletters and incoming emails feed the team's HubSpot deal list. New deals receive linked project folders automatically. Incoming attachments are collected for review, while meeting summaries bring recent conversations together.

What was built

  • Matching newsletter properties become HubSpot deals automatically.
  • Incoming enquiries create contact and company records.
  • New or qualified deals receive linked Google Drive folders.
  • Incoming attachments wait for review before being filed.
  • Selected Missive conversations reach Notion for follow up.
  • Recent contact history is summarised on meeting days.

Recently touched

  • 2026-08-24 Serve the repo slash commands as MCP prompts (layer 3 of the instructions pattern) Open
  • 2026-08-20 Ablage worker: intake-only mode — stage every attachment, never auto-sort into project folders Done
  • 2026-06-20 Automation file storage Done
  • 2026-06-17 Build HubSpot workflows: auto-link primary company on contact; enrich domains; backfill deals Done
  • 2026-06-06 Build Cowork skills for company-linking + backfill (MetaHub path) Done

Other projects in this case study

  • Brain MCP

    The team can find property records, update HubSpot deals, manage email and file documents through Claude. Shared project knowledge and tasks stay available across team conversations.

    Read case study
  • Property Website Relaunch

    CREATIO's team can publish property pages, rentals and articles in German and English. Website enquiries go straight into HubSpot, and visitors can browse the faster site on their phones.

    Read case study

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