Three steps.
About 25 minutes. You need a free Notion account and a Claude account.
A Pro Claude subscription ($20/month) is recommended for daily practice use.
1. Customize your Agent Project File
Complete your Agent Profile — your experience level, practice focus, and how you want your AI specialist to work with you. Customize the voice section to match your communication style, brokerage branding, and client tone. Your AI specialist adapts everything it produces to match.
About 15 minutes.
2. Upload your knowledge base
Your workspace includes five components built from original market research — a screening protocol, market briefing, practice playbook, blog, and lead-capture system — alongside your customized Agent Project File.
Create a Claude Project and upload your workspace documents. Claude becomes your specialist.
About 10 minutes.
3. Start your conversation
Open your Claude Project and send your first message. Your AI specialist already knows your market, your screening methodology, and who you are as a practitioner.
Screen a property. Draft a lead response. Prep for a client consultation. Generate a blog post. Ask what to do next. Every capability is available immediately.
What can it actually do?
See each capability demonstrated with real market data and a real screening methodology.
