Automations

Your MLS syncs your listings automatically. Now your marketing keeps up too. Automations draft social media content and email marketing copy whenever listing events occur — a sale closes, a new listing goes active, a property goes under contract, or a price drops. Nothing gets posted or sent without your explicit approval.

Enabling Automations

Automations must be enabled by a platform admin for your workspace.

Prerequisites:

• AI Content Generation must be enabled (features.aiContentGeneration)
• An AI API key must be configured for the workspace
• The platform-wide automations kill switch must be on (global settings)

Feature flag: features.automations

Once enabled, the Automations link appears in your dashboard sidebar under Marketing.

How It Works

1. A listing event is detected during MLS sync — status change (sold, listed, under contract, back on market) or significant price change
2. A proposal card appears in your Automations queue — no AI cost yet, just a notification
3. Click "Generate" to create AI-drafted content — social captions for Instagram, Facebook, and LinkedIn, or an email draft with subject line, headline, body copy, and call-to-action
4. Review and edit — the AI uses your name, title, voice, and luxury market vocabulary
5. Approve or skip — approved content is ready for you to copy and use

The key insight: proposals are free. AI generation only happens when you click "Generate," so you only pay for content you actually want.

The Automations Hub

Navigate to Dashboard > Marketing > Automations to access the full automations experience.

Pipeline Visual

A collapsible "How it works" banner appears above the tabs for first-time visitors:

1. Detect — Your listings are monitored for status and price changes
2. Draft — AI generates content in your voice
3. Review — You review, edit, and approve
4. Ready — Content ready for social media and email

The banner auto-dismisses after your first visit.

Queue Tab

Your primary workspace — all outbox items waiting for action.

Features:

• Batch operations — Select multiple items with checkboxes, then "Approve Selected" or "Skip Selected" from the sticky footer
• Time urgency — Cards older than 24 hours get an amber accent border; cards older than 72 hours show a "Needs attention" badge
• Sort order — Proposals first, then generated items, oldest first within each group

Active Rules Tab

Read-only view of your workspace's automation rules showing:

• Human-readable trigger description (e.g., "When status changes to: Closed")
• Action type — Social Post or Email Draft
• Tone badge, cooldown period, enabled status
• Usage stats — "Triggered 5x this month, 3 approved, 1 pending"

Activity Tab

Analytics and history for your automations:

• Stat cards — Needs Review, Generated This Month, Approval Rate %, AI Cost
• 30-day trigger chart — Visual breakdown of automation activity
• Recent timeline — Last 20 events with relative timestamps
• Per-rule performance — Table showing each rule's triggers, approvals, skips, and approval rate

Filter Chips (Queue Tab)

• All — Every outbox item
• Needs Review — Proposals waiting for you to generate or skip
• Generated — AI content ready for your review
• Approved — Content you've approved
• Skipped — Items you've dismissed

Card States

A badge on the sidebar nav shows the count of items needing your attention.

Configuring Your Voice

Your admin can configure how the AI writes for you:

• Voice description — Free-text description of your communication style (e.g., "Warm and approachable, emphasizes lifestyle and community. Avoids corporate jargon.")
• Tone preset — Choose from: professional, conversational, luxury, casual

The luxury tone is recommended for Miami market agents. It uses price-tier-aware vocabulary and positions properties as lifestyle investments.

The AI combines your voice description with your agent name, title, brokerage, and team name to generate content that sounds like you, not a generic AI.

Automation Rules

Eight rule templates are available out of the box, organized by content type:

Social Post Rules

Email Draft Rules

Your admin adopts templates and can enable, disable, or customize each rule individually per workspace.

Price Change Triggers

Automations monitor your listings for significant price changes during each MLS sync.

• Direction matching — Rules can trigger on price decreases only, increases only, or both
• Minimum threshold — A minimum percentage change (default 3%) prevents triggers on minor adjustments
• Badge text — Price decreases show "PRICE IMPROVEMENT"; increases show "PRICE UPDATE"
• Category filtering — Only your personal and team listings trigger automations (not office, sold, or demo listings)
• Cooldown — Each rule has a cooldown period (default 24 hours) to prevent duplicate triggers for the same listing

Email Drafts

When an email draft rule triggers and you click "Generate," the AI produces structured email marketing content:

• Subject line — 40-60 characters, compelling and specific
• Preheader — 40-80 characters, complements the subject
• Headline — 6-10 words, bold and attention-grabbing
• Body — 100-150 words highlighting key features
• Call-to-action — 3-6 words, clear next step

In the queue, email drafts display with a structured preview showing each field. You can approve the entire draft, regenerate it, or skip it.

Luxury Content Quality

The AI adapts its language based on listing price tier:

Vocabulary rules applied to all content:

• Uses "residence" not "home" for properties $5M+
• Uses "offered at" not "listed for"
• Specifies water type: "bayfront," "oceanfront," "Intracoastal" — never generic "water views"
• Uses neighborhood names with gravitas (Star Island, Indian Creek, Bal Harbour)
• Avoids: "dream home," "won't last long," "cozy," "charming," "motivated seller," "great deal," "priced to sell"
• Maximum one exclamation point per post, maximum two emoji per caption

Empty States

The Automations Hub shows contextual messages when there's nothing in the queue:

• Rules active, queue empty — "Your AI marketing team is standing by. X active rules are monitoring your listings."
• No rules configured — "No automation rules set up yet. Contact your admin to configure your marketing automations."
• Feature disabled — "AI-powered marketing automations are available. Contact your admin to enable."

Fair Housing Compliance

Every AI generation passes through three layers of compliance:

1. PII stripping — Personal information is removed from listing data before it reaches the AI
2. System prompt enforcement — The AI is explicitly instructed to follow Fair Housing Act guidelines
3. Post-generation scanning — Generated content is checked for prohibited terms and coded language

If the Fair Housing check flags terms, the content is still shown to you with warnings, but it requires your careful review before approval.

See AI Integration for full technical details on Fair Housing safeguards.

Coming Soon

• Auto-delivery — Direct posting to social media platforms and email sending via Resend
• Lead triggers — Draft follow-up content when contact form submissions come in
• Scheduled triggers — Time-based rules (e.g., weekly market roundup)
• Engagement analytics — Track how approved content performs

Relationship to Draft Social Posts

Draft Social Posts (features.autoDraftPosts) was the prototype for this feature. It validated the concept of drafting social content from listing changes, but was limited to a single trigger (sold listings), had no rule configuration, and used a separate data pipeline.

Automations is the productized version. It adds:

• Configurable rules with 8 templates (not just sold — status changes, price changes, email drafts)
• Persona-aware generation (your voice, your tone, luxury vocabulary)
• A unified outbox with proper state management and batch operations
• Platform admin control over templates and workspace adoption
• Price-tier-aware content quality

Both systems can coexist — they use independent feature flags and separate database tables. New workspaces should use Automations. Existing workspaces can continue using Draft Social Posts and migrate when ready.

Related Documentation

• Automations Reference — Architecture, database schema, and API endpoints
• AI Integration — Provider abstraction, Fair Housing safeguards, usage tracking
• Sync Worker — Price change and status change detection during sync
• API Reference — Full endpoint specifications