Forum Discussion
Automation for a real estate brokerage
I manage a real estate brokerage and am looking for help in how to utilize Microsoft teams better. I would like to have it automate processes for my associates. Example, they are looking to list a property, it will guide them to a tutorial and provide all of the documents that i uploaded. Another example, they want to request a lockbox or signs, it will ask them the relevant information and then put it in my queue.
Any help would be appreciated!
2 Replies
You can streamline your real estate brokerage operations by using Microsoft Teams integrated with Power Automate and SharePoint. For example, when an associate wants to list a property, Teams can guide them to a tutorial and automatically provide all the relevant documents you’ve uploaded. Similarly, for requests like lockboxes or signs, a Teams form can collect the necessary information and automatically route it to your queue. This approach automates repetitive tasks, ensures associates have the right resources, and keeps all processes organized within Teams.
adamsellsnj Does this help? https://docs.microsoft.com/en-us/power-automate/flows-teams
https://www.microsoft.com/en-us/microsoft-teams/apps-and-workflows
