Leads

First-touch drafts for new buyer and seller leads

Every hour, Cowork reads new leads in Follow Up Boss or the inbox, writes a first reply that answers their actual question, and suggests the next step for the agent.

For: Real estate teams, Insurance agenciesBy John DietrichUpdated

The problem

Portal leads and website inquiries pile up while agents are at showings. A fast, specific first reply matters, and a canned 'thanks for reaching out' doesn't land. The lead asked something specific, such as whether a house is still available or what theirs might sell for, and a reply that answers it is more likely to start a conversation.

What Cowork does

  1. An hourly task reads new leads from Follow Up Boss through Composio (if available) or lead notification emails.
  2. It reads what the person asked about (a listing, a neighborhood, a valuation) and drafts a reply that answers it and asks one question.
  3. It adds a suggested next step to the lead record or a sheet: call today, send listings, set a valuation appointment.
  4. It skips leads already contacted by someone on the team.

Where the draft lands

Reply drafts and suggested next steps.

What stays with you

Calling, sending and anything about price or advice.

Gmail draft + next stepExample · Maple Street Realty is fictional

Hi Alex, thanks for asking about 14 Linden. It's still active, and there's an open house Sunday 1 to 3. Are you working with a lender yet? If not, I can share two local ones. Kelly

Suggested next step: call today, pre-approval unknown.

Watch-outs

  • Texting leads through Claude needs approval per message. Keep texting in your CRM.
  • Lead routing rules (round robin, ponds) stay in the CRM. Don't duplicate them in Cowork.

Questions owners ask

Is this an AI chatbot on my site?

No. It drafts email replies for agents to send.

Does it work for insurance quote requests?

Yes, with drafts that ask for the details needed to quote and give no coverage advice.

More for real estate teams, insurance agencies or all 60 ideas.

Connector capabilities checked October 2026 against Anthropic and vendor documentation; they change, so confirm before you buy anything. Workahead is independent and not affiliated with Anthropic.