What was wasting time
The team had property data, contracts, emails, and CRM records in different places. They needed speed, but they also needed to avoid sending follow-ups after someone had already replied.
What changed
I built a system that turns property rows into ready-to-review contract PDFs. Before follow-up, it checks email and CRM activity so the team keeps control.
Result
The team can create contracts faster and avoid messy follow-up mistakes.
How it works
- Start with a property row.
- Fill the contract details.
- Create the PDF contract.
- Save it in the right folder.
- Check for replies before follow-up.
Tools, explained
- Google Sheets is a spreadsheet the team already knows how to update.
- Apps Script is small code inside Google Sheets that checks fields and starts the right next step.
- Make.com is an automation tool that connects apps so people do not have to copy data by hand.
- PDF.co fills PDF forms, which is useful for contracts and signed documents.
- GMass is a Gmail sending tool, used here only after checks and review.
- Gmail is the inbox check that helps prevent follow-up after someone already replied.
- GoHighLevel is a CRM, which means the customer database used to track leads and conversations.
Related services
Impact
PDF contract output
NO safe send by default