Let AI find every deadline in a property deal's contracts and put them in your calendar

🧰 Before you start

• A paid Claude plan (Pro) and the Claude desktop app
• The deal's signed contracts and amendments in your Gmail (as PDF attachments)
• Google Calendar
• Your own knowledge of which dates matter in your local sale process

🪜 Steps (tick as you go)

1. ☐
   1. Create an assistant project

   In Claude, click Projects and create one called 'My assistant'. In its instructions write what it's for and its rules: never send anything without my approval, never invent deal facts, 'nothing found' is a fine answer.

2. ☐
   2. Connect Gmail and Google Calendar

   In Claude's settings, open Connectors and connect Gmail and Google Calendar. Set anything that writes or deletes to 'needs approval'.

3. ☐
   3. Start a task

   Open the project and describe the job (newer Claude versions take tasks straight from the message box; older ones need you to pick 'Cowork' first). Paste the 'Deal deadlines' prompt and fill in the property address.

4. ☐
   4. Check the deadline table

   Claude shows a table of each deadline, its date, which clause sets it and which document it came from. Compare a couple against the contract yourself.

5. ☐
   5. Settle any clashes

   If two documents give different dates (for example, an amendment changed one), Claude should stop and ask. Tell it which document is the latest signed one.

6. ☐
   6. Approve the calendar entries

   Approve each event. Ask for a reminder a day before, and another a week before the big ones.

7. ☐
   7. Optional: weekly deal checkOptional extra

   Use the 'Weekly deal check' prompt as a scheduled task so every Monday you see what's due this week across all open deals.

💬 Prompts to copy

Find every signed contract, amendment and addendum in my email for the property at [address].
Read each document and make a table: deadline name, date and time, the clause or section that sets it, and which document it came from.
Include, where they exist: deposit or earnest money due, inspection or due-diligence period end, loan or financing approval deadline, valuation deadline, and completion or closing date.
If two documents give different dates, stop and ask me which one applies. If a date depends on another event (for example '14 days after signing'), show your working.
After I approve the table, add each deadline to my Google Calendar as '[address]: [deadline name]' with a reminder 24 hours before. Don't email anyone.

Every Monday at [8am], look at my calendar for deal deadlines in the next 14 days. Send me a short list grouped by property: what's due, when, and what I need to do or chase (for example, 'ask the buyer's lender for the approval letter'). If nothing is due, say so in one line.

🔗 Links

• William Zhang: Claude Cowork for Real Estate Agents (source): https://realestateaisociety.com/blog/claude-cowork-for-real-estate-agents
• realestateusecases.com: this workflow summarised (where we found it): https://realestateusecases.com/u/contract-deadlines-to-calendar-cowork/
• Claude: get started with handing off tasks: https://support.claude.com/en/articles/13345190-get-started-with-claude-cowork

From https://usecasy.com/use-case/claude-contract-deadlines-to-calendar/ · Guide checked 20 October 2026 · Prices are rough and shown in USD unless stated (MYR where relevant).