Transaction coordination

Have a Claude Cowork assistant read contracts from your inbox and put every deadline on your calendar

Austin agent William Zhang asked his Claude Cowork executive assistant to find every contract for a Georgetown, Texas deal in his inbox, read the PDFs, and write the third-party financing deadline and closing date to his Google Calendar, with write actions set to need approval.

At a glance

Tools used
Claude CoworkGmailGoogle Calendar
Category
Transaction coordination
Audience
agent
Difficulty
No-code setup
Source
Claude Cowork for Real Estate Agents: A Complete Beginner's Guide (2026)
William Zhang (Real Estate AI Society) · Blog · Aug 5, 2026
First step
Connect Gmail and Google Calendar to a Claude project and set write and delete permissions to "needs approval".

Compliance note: Licensing: AI drafts do not replace broker review; contract interpretation and advice stay with the licensed agent or an attorney.

Suggested prompt

Written by this directory, inspired by the source. Replace the [bracketed] parts.

Find every executed contract, amendment, and addendum in my inbox for [property address].
Read each document and build a deadline table: deadline name, date and time, the contract section that sets the deadline, and the source document.
Include option/inspection period end, earnest money due, financing approval deadline, appraisal deadline, and closing.
If two documents give different dates, stop and ask me which date controls. After I approve the table, add each deadline to my calendar with a 24-hour reminder.

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