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๐Ÿ  Property & Real Estate ยท Printable checklist ยท USE CASy

Every property enquiry scored, matched to listings and offered two viewing slots on WhatsApp

โฑ๏ธ 3-4 hours the first time ยท ๐ŸŽฏ Advanced ยท ๐Ÿ’ต n8n Cloud from about USD 20-24/month or free self-hosted, plus a few USD of OpenAI usage

๐Ÿงฐ Before you start

๐Ÿชœ Steps (tick as you go)

  1. โ˜
    1. Open the template

    Click the n8n template button on this page, then 'Use for free'. Sign in to n8n and it copies the workflow into your account.

  2. โ˜
    2. Make the property sheet

    Create a Google Sheet with an 'Available properties' tab (reference, address, postcode, price, bedrooms, property type, listing type, status, link) and an 'Enquiries' tab for the log.

  3. โ˜
    3. Add your settings

    Open the settings step at the start of the workflow and fill in your agency description, country code (+60 for Malaysia), working hours, viewing length and sheet details.

  4. โ˜
    4. Connect your accounts

    Click each coloured step that shows a warning and connect OpenAI, Google Sheets and Google Calendar. n8n walks you through each sign-in.

  5. โ˜
    5. Optional: connect WhatsApp, HubSpot and SlackOptional extra

    WhatsApp needs an approved template message in Meta's WhatsApp Business Platform. If you don't use HubSpot or Slack, disable those steps (right-click, Deactivate).

  6. โ˜
    6. Point your enquiry form at it

    Copy the workflow's webhook address (the link that receives new enquiries) into your website form or lead tool's 'send to webhook' setting.

  7. โ˜
    7. Test with fake enquiries

    Send 3 test enquiries (one serious, one vague, one out of budget) and check the verdicts, matches and calendar slots look right.

  8. โ˜
    8. Turn it on and check daily at first

    Switch the workflow to Active. For the first two weeks, read the Enquiries log every day and adjust the scoring prompt if it gets things wrong.

๐Ÿ’ฌ Prompts to copy

๐Ÿ’ฌ Tune the AI scoring step
You read property enquiries for [agency name] in [areas, e.g. Klang Valley]. From the message, extract: budget in MYR, buy or rent, bedrooms, preferred areas, move-in date, financing status and any must-haves. Score readiness 0-100: high if they give a budget, a timeframe within 3 months and specific areas; low if vague. If something isn't stated, leave it blank. Never guess. Reply only in the JSON format required by the next step.
๐Ÿ’ฌ WhatsApp viewing message (template wording)
Hi {{name}}, thanks for your enquiry about {{property}}. I can show you the place on {{slot_1}} or {{slot_2}}. Which suits you better? Reply with 1 or 2, or suggest another time. โ€“ [Your name], [Agency]

๐Ÿ”— Links

From https://usecasy.com/use-case/n8n-property-enquiry-viewings/ ยท Guide checked 16 October 2026 ยท Prices are rough and shown in USD unless stated (MYR where relevant).