Claude Scheduled Tasks: Set Up an AI Morning Briefing for Realtors

Most agents start the day the same way. Open the inbox, scroll through forty emails, check the calendar, realize the 10:30 showing is across town, and try to remember who you promised to call back yesterday. That's twenty minutes before you've done a single thing that moves a deal.

A morning briefing flips it. At 7am on weekdays, Claude reads your calendar and inbox on its own and hands you one short page: today's appointments, who needs a reply, which follow-ups are due, and what to prep. Drafts for the urgent replies are already sitting in Gmail waiting for you to read and send.

This is the first scheduled task I have every agent build, because it pays off on day one. Below is the full setup, the exact prompt, and four more tasks worth putting on a schedule once the briefing is running. If Claude isn't set up yet, start with how to use Claude for real estate agents.

What are Claude scheduled tasks?

Claude scheduled tasks are jobs Claude runs on its own on a set cadence, without you opening a chat. You describe the task and how often it should run, review what Claude proposes, and click Schedule. From then on it runs by itself.

The details, per Claude's scheduled tasks help article:

• Cadences: hourly, daily, weekly, on weekdays, or manually (you click run).
• Plans: paid plans only, meaning Pro, Max, Team, and Enterprise. On Team and Enterprise, an admin controls access.
• Where they run: in the cloud, so they run on schedule even when your computer is asleep or the desktop app is closed. A task that needs files or apps on your computer only runs locally.
• What they can use: the same things a regular task can, including your connectors and skills.
• Results: each run is its own session, and you review the results when they're ready.

That cloud part is why this works for agents. Your laptop can be closed on the nightstand and the briefing still runs.

What do you need before you set up a morning briefing?

You need a paid plan and the Gmail and Google Calendar connectors turned on. Google Drive is optional for the briefing but you'll want it for the other tasks below.

To connect them, open the + menu in a chat, choose Connectors, and sign in with your Google account. On Team or Enterprise, your owner has to enable the Google connectors for the organization first. Claude's Google Workspace connector article covers the rest.

Here's what each connector does inside the briefing:

One check before you connect a work email: make sure your brokerage is fine with AI tools reading it. Some have a policy.

How to set up a Claude morning briefing

Test the briefing prompt by hand once, then ask Claude to schedule it every weekday at 7am, review what it proposes, and click Schedule. The whole thing takes about ten minutes.

1. Run the prompt manually first. Paste the briefing prompt below into a regular chat. This is your dry run. You'll see right away if it's pulling the wrong emails or missing calendar details.
2. Fix what was off. Edit the prompt before you schedule it. It's easier to get it right now than to edit the task later.
3. Ask Claude to schedule it. In a conversation, type something like: "Schedule this as a task that runs every weekday at 7:00 AM [YOUR TIME ZONE]." Paste the final prompt.
4. Answer Claude's questions. It may ask you to confirm the timing or clarify part of the task.
5. Review and click Schedule. Check the proposed name, the schedule, and the instructions. Make sure the time and time zone are what you meant.

If you're working in the Cowork view, there's also a Scheduled page in the left sidebar with a New task button, where you can create a task with Claude or set one up manually.

The full morning briefing task prompt

This is the prompt I give agents in my classes. It's long on purpose. Every line is there because a shorter version missed something.

Run my real estate morning briefing. I'm a real estate agent working with [BUYERS / SELLERS / BOTH] in [TYPE OF MARKET]. My time zone is [TIME ZONE].

1. TODAY'S APPOINTMENTS
Check my Google Calendar for today and tomorrow morning. For each appointment, list the time, who it's with, the address or meeting link, and what it's about. Flag:
- Back-to-back appointments at different addresses with little time between them
- Any appointment with no address or no attendee info
- Anything that looks like a double booking

2. WHO NEEDS A REPLY
Search my Gmail from the last 24 hours (72 hours on Mondays) for emails from clients, leads, other agents, lenders, escrow or title contacts, inspectors, and appraisers that are waiting on me. Skip newsletters, promotions, and automated notifications. For each one, give me: who it's from, a one-line summary, and why it matters. Sort the most urgent first.

3. DRAFT REPLIES
For the 3 most urgent emails in section 2, write a draft reply in my voice and save it as a Gmail draft in the same thread. My voice: [DESCRIBE IT, e.g. "friendly, direct, short sentences, no exclamation points"]. Sign off as [YOUR SIGN-OFF]. Do NOT send anything. Only save drafts.

4. FOLLOW-UPS DUE
Look through my sent mail from the last 7 days for anything where I promised to follow up ("I'll send," "I'll check," "let me find out," "I'll call you"). List each promise, who it was to, and whether I've already followed up.
[OPTIONAL: Also read the Google Sheet named "[SHEET NAME]" in my Drive and list anyone whose "Next Follow-Up" date is today or earlier.]

5. DATES TO WATCH
List any deadline words you find in recent emails (inspection, appraisal, financing, title, closing, walkthrough) with the date mentioned and the email it came from, so I can verify against the contract. Don't calculate deadlines yourself.

6. PREP NOTES
For each of today's appointments, give me 2 or 3 prep notes based on recent emails with that person: what we last discussed, anything they asked that I haven't answered, and anything I should bring.

7. TOP 3 FOR TODAY
End with the three things I should do first, in order.

Rules:
- Keep the whole briefing readable in two minutes. Use short lines, not paragraphs.
- If you're unsure about a date, a name, or whether something is urgent, say so instead of guessing.
- Never include Social Security numbers, bank or account numbers, or full financial details in the briefing, even if they appear in an email.
- Don't send, delete, archive, or label anything. Read and draft only.

Two optional additions agents like: "Save the full briefing as a Gmail draft addressed to me with the subject 'Morning Briefing [DATE]'" if you'd rather read it on your phone in the inbox, and "If today has a listing appointment, remind me to check that I've exported comps from my MLS." Claude can't see your MLS, so that reminder is about you downloading the file, not Claude fetching it.

How do you check and fix the first week of briefings?

Read the first five briefings side by side with your actual calendar and inbox, and edit the task the moment something is wrong. A briefing you don't trust is a briefing you'll stop reading.

What to look for:

• Missed emails. Did a client email that needed a reply not make the list? Add their type of contact to section 2, or tell Claude to always include anyone on a specific Google Sheet.
• Noise. If your lender's automated rate sheet keeps showing up as urgent, add it to the skip list by sender.
• Wrong dates. Claude makes mistakes. Section 5 tells it to quote where it found each date for a reason. Always check deadlines against the contract, and confirm anything contractual with your broker.
• Drafts that don't sound like you. Give it two or three real replies you've sent as examples of your voice. Better yet, build a follow-up skill (see Claude skills for real estate agents) and tell the briefing to use it.

To edit, open the Scheduled page, click into the task, and change its instructions or cadence. From that same page you can pause it during vacation, resume it, delete it, or run it on demand to test a change right away.

When I teach this in class, the first thing agents ask is whether the briefing can just answer the easy emails itself. My answer is no, and the next section is why.

Why should scheduled tasks draft emails instead of sending them?

Because a draft costs you ten seconds to read and a bad send can cost you a client. Keep every scheduled task in draft mode and send everything yourself.

The Gmail connector can send, reply, and forward, but by default it asks for your approval before it does. A scheduled task runs while you're asleep, so there's nobody there to approve anything, and that's fine: the instructions above tell it to save drafts only. When you wake up, the drafts are in the thread, already written. You read, tweak, and hit send.

This also covers you on the things Claude gets wrong: a misread date, a reply to the wrong person in a group thread, a tone that's off with a nervous first-time buyer. Your name is on every email, not Claude's.

4 more Claude scheduled tasks for real estate agents

Once the morning briefing is solid, add these one at a time. Each prompt is ready to paste into a conversation with "Schedule this as a task that runs [CADENCE]."

Monday pipeline review (weekly, Monday morning)

Export your pipeline from your CRM as a CSV or Google Sheet and save it to the same Drive folder each Friday or Sunday. The task reads it Monday morning.

Run my Monday pipeline review.

Read the most recent file in my Google Drive folder named "[FOLDER NAME]". It's an export from my CRM with columns like [NAME, STAGE, LAST CONTACT DATE, NEXT STEP, PRICE RANGE, NOTES].

Give me:
1. A count of contacts in each stage.
2. Anyone in an active stage ([e.g. "Hot," "Showing," "Under Contract"]) with no contact in the last 7 days.
3. Anyone whose "Next Step" date has passed.
4. The 5 people I should call first this week, with one line on why for each.
5. Anything in the data that looks off (missing stages, duplicate names, dates in the future) so I can clean it up.

Don't invent anything that isn't in the file. If the newest file is more than 7 days old, tell me at the top that the export is stale.

Friday seller update drafts (weekly, Friday)

Drop your weekly MLS export for each listing's area into a Drive folder, and the task drafts every seller's update for you to review.

Draft my Friday seller updates.

For each active listing in the Google Sheet named "[LISTINGS SHEET NAME]" (columns: ADDRESS, SELLER NAME, SELLER EMAIL, LIST DATE, LIST PRICE):
1. Search my Gmail from the last 7 days for showing feedback and agent emails about that address. Summarize the feedback in plain language without naming the buyer's agents.
2. Read the most recent MLS export in my Drive folder "[EXPORT FOLDER NAME]" for that listing's area and note new competing actives, new pendings, and price changes.
3. Write a draft email to the seller: what happened this week, what it means, and one recommendation. Under 200 words, calm tone, no jargon. Don't push a price change unless the showing feedback and the export both support it, and if you do mention price, frame it as something we should discuss, not a decision.
4. Save each one as a Gmail draft to the seller. Do NOT send.

At the end, list which listings you drafted and anything you couldn't find.

There's more on getting these right in the AI seller weekly update.

Sunday follow-up batch (weekly, Sunday evening)

This one fills your drafts folder with follow-ups so Monday starts with them done.

Run my Sunday follow-up batch.

Read the Google Sheet named "[LEAD SHEET NAME]" in my Drive. Columns: NAME, EMAIL, SOURCE, LAST CONTACT DATE, NOTES.

1. Find everyone whose last contact was 14 or more days ago.
2. For each one (up to 15), check Gmail for our most recent thread so you know what we last talked about.
3. Write a short, personal follow-up draft in my voice that references our last conversation. No "just checking in." Ask one easy question they can answer in a line. My voice: [DESCRIBE IT].
4. Save each as a Gmail draft. Do NOT send.
5. Give me a list of who you drafted for, plus anyone you skipped because you couldn't find a thread.

Don't mention anything about a person's family, health, or personal life unless they brought it up in our emails.

For the full follow-up system, see AI lead follow-up for real estate.

Monthly past-client anniversary list (weekly with a first-week check)

There's no monthly cadence, so either run this manually on the first of each month or schedule it weekly on Mondays with a check built in, like this:

Run my past-client anniversary list.

First, check today's date. If today is NOT in the first 7 days of the month, reply only "Not the first week of the month, nothing to do" and stop.

If it is the first week:
1. Read the Google Sheet named "[PAST CLIENTS SHEET NAME]" in my Drive. Columns: NAME, EMAIL, PROPERTY ADDRESS, CLOSING DATE, NOTES.
2. List every client whose closing anniversary falls this month, sorted by date, with how many years it's been.
3. For each, write a short anniversary note in my voice (3 or 4 sentences, warm, no sales pitch, one line inviting them to reach out if they ever want to know what their home might be worth today).
4. Save each note as a Gmail draft. Do NOT send.
5. Flag anyone with a missing email or closing date so I can fix the sheet.

Agents also like a version that lists home anniversaries alongside a reminder to send a handwritten card, since Claude can't mail anything for you.

What to do this week

Today, turn on the Gmail and Calendar connectors and run the morning briefing prompt by hand in a regular chat. Fix whatever it gets wrong. Tomorrow, schedule it for weekdays at 7am.

Read every briefing this week next to your real inbox and calendar, and edit the task after each one. Once you trust it, add one more task from the list above, not all four. If you want ready-made tools for the listing side of your week while the briefing handles the inbox, the free Claude 101 kit has three of them.