Run a one-command morning briefing that pulls CRM, tasks, and content stats
Austin agent William Zhang built an AI executive assistant named Ashley in Claude Code. A single "good morning" skill pulls his Follow Up Boss pipeline (hot leads and overdue follow-ups), builds a daily task list from his priorities, and in parallel sessions can pull YouTube channel stats, monitor competitor channels, and generate video packaging ideas—then presents highlights on a local dashboard webpage the agent builds each morning.
At a glance
- Tools used
- Claude CodeFollow Up Boss →Claude
- Category
- Personal productivity
- Audience
- agent
- Difficulty
- Builder
- Source
- AI Executive Assistant for Real Estate: How I Automate My Morning With Claude Code
William Zhang (Real Estate AI Society) · Blog · Apr 2, 2026 - First step
- Install Claude Code, create a dedicated project folder for the assistant, and paste Zhang's setup/onboarding prompt so the agent stores your market, brokerage, and GCI goal before you connect CRM access.
Suggested prompt
Written by this directory, inspired by the source. Replace the [bracketed] parts.
You are my real estate executive assistant. Agent: [name], [market], [brokerage], yearly GCI goal: [amount]. Connected context: Follow Up Boss pipeline export or notes: [paste]; commitments from yesterday: [paste]; optional YouTube or content stats: [paste]. Run the Good Morning skill: 1. Flag hot leads and overdue follow-ups with a one-line reason each. 2. Build today's prioritized task list with time blocks. 3. Call out any content or competitor signal that affects today's plan. 4. Output a short dashboard I can skim in under two minutes. Do not invent CRM activity that is not in the data I provided.