Build a listing presentation PDF from your template and comps while you drive to the appointment
Agent Intelligence issue #35 shows agents how to hand Claude an existing listing presentation template plus CMA data and get a finished PDF with bio, comps, neighborhood data, pricing strategy, and marketing plan, kicking off the job from a phone through Claude Dispatch.
At a glance
- Tools used
- ClaudeClaude Dispatch
- Category
- Listings
- Audience
- agent
- Difficulty
- No-code setup
- Source
- Your Next Listing Presentation Builds Itself | Agent Intelligence #35
Matt Spangler (Agent Intelligence) · Newsletter · Mar 29, 2026 - First step
- Save your current listing presentation template and one CMA export in a single folder on your computer.
Suggested prompt
Written by this directory, inspired by the source. Replace the [bracketed] parts.
Using my template [file] and the CMA export [file] for [address]: Build a listing presentation PDF with these sections in the template layout: my bio, the comps table, a neighborhood market snapshot from the CMA data, a pricing strategy with three price scenarios, and my marketing plan [paste plan]. Use only numbers from the CMA file. Save as "[address] Listing Presentation.pdf" and list any section where data was missing.