Turn your inbox, CRM, and call notes into a rent comp database with a weekly Claude routine
PLOT Daily built a scheduled Claude routine that checks the inbox, CRM, and call notes every Monday at 7 a.m., with a 12-month lookback on the first run, extracts every rent comp mention, and logs each comp to a spreadsheet, running the recurring job on the cheaper Sonnet model.
At a glance
- Tools used
- ClaudeClaude routinesGoogle SheetsCRM
- Category
- Investing & underwriting
- Audience
- investor, broker
- Difficulty
- No-code setup
- Source
- How to Build an AI Routine That Turns Your Inbox Into a Rent Comp Database
PLOT Daily (AI for CRE Collective) · Article · Jul 2, 2026 - First step
- Decide the rent comp columns you want (address, unit type, rent, square feet, date, source) before scheduling the routine.
Suggested prompt
Written by this directory, inspired by the source. Replace the [bracketed] parts.
Every Monday at 7am, search my email, CRM notes, and call notes from the last 7 days (first run: last 12 months) for rent comps. A rent comp is any mention of a specific property or unit with an asking or achieved rent. Append each comp to [sheet] with: property address, unit type, beds/baths, square feet, rent, concessions, date observed, and a link to the source email or note. Skip duplicates by address + unit type + month. Never estimate a missing rent.