The Friday vendor update: how real estate agents can use Claude to draft it every week
Vendors want to hear from you, especially when the news is quiet. Set Claude to turn the week's notes into a vendor update draft every Friday, ready for you to check and send.
Vendors don't leave because the house didn't sell. They leave because nobody told them anything.
That's the uncomfortable truth about vendor relationships. A slow campaign can be explained. A quiet agent can't. When a vendor hasn't heard from you in a week, they fill the gap themselves, and what they fill it with is rarely kind to you.
Today is about closing that gap with one scheduled job. Every Friday, Claude reads the week's notes for a listing and drafts the vendor update. You check it and send it.
A quick reminder on words. I call it SI, super intelligence. Most people say AI. When I say SI I mean tools like Claude, made by Anthropic.
Why Friday, and why every week
The vendor update is one of those jobs everyone agrees matters and nobody enjoys. It isn't hard. It just arrives at the end of the week, when you're tired, and it means digging back through inspection notes, buyer comments and call logs to piece together what actually happened.
So it slips. Or it gets written in a rush and says very little.
The fix isn't trying harder. It's making the first draft turn up on its own. If the draft is already sitting there on Friday afternoon, the job shrinks from "write the update" to "read the update and press send". That's a much easier thing to keep doing every week.
Friday works because the week is done, the weekend open homes are coming, and a vendor who hears from you before the weekend goes into it knowing where things stand.
What the job actually is
This builds on the idea from Day 1: don't ask Claude about the job, give it the job.
Here the job is:
- Read this week's notes for one property.
- Pull out the inspection numbers, what buyers said and how strong the interest is.
- Add your recommendation for next week.
- Write it as a short, honest, warm update.
- Save it as a draft, not send it.
The only new part is the timing. Instead of you remembering to ask on Friday, the task is set to run at the same time each week.
Where the notes come from
Claude can only report on what's in your notes. If the week's buyer feedback lives in your head, the draft will be thin.
That's not a reason to skip this. It's a good reason to keep a simple notes file per listing. After each open or private inspection, add a few lines: how many groups came through, any comments worth passing on, anyone who asked for a contract or a second look. Rough is fine. Claude does the tidying.
Keep those notes in one folder for that property. That folder is what you'll give Claude.
The Day 11 prompt
Every Friday at 2pm: read this week's notes for [address] and draft my vendor update: inspections, what buyers said, interest level, and my recommendation for next week. Honest, warm, under 200 words. Save as a draft.
Here's what each part is doing.
- "Every Friday at 2pm" sets the rhythm. It's early enough that you can read and send before the end of the day.
- "read this week's notes for [address]" tells it exactly what to look at. One property, this week only. Swap in the real address.
- "inspections, what buyers said, interest level, and my recommendation for next week" is the structure. Vendors want the same four things every time: how many came, what they thought, how keen they are, and what happens next.
- "Honest, warm" sets the tone. Honest matters most. A vendor update that only reports good news isn't an update, and vendors can tell.
- "under 200 words" keeps it readable on a phone. Vendors read these between other things.
- "Save as a draft" is the safety line. Claude prepares it. You send it.
That last part is the one not to change. The update goes out in your name, to a client who is trusting you with their biggest asset. You read every one before it leaves.
Try it yourself
- Make a folder for one listing. Put that property's notes file in it, plus anything else from the week you'd normally refer to. Copies are fine.
- Open the Claude desktop app and add that folder. Just that one folder, the same way you did on Day 1.
- Run it once by hand first. Paste the prompt without the "Every Friday at 2pm" part, with the real address filled in, and add "show me your plan first" at the end.
- Read the draft closely. Check the inspection numbers match your notes. Check the buyer comments are accurate and fairly put. Check the recommendation is actually what you'd say.
- Adjust the prompt if needed. If it's too formal, say so. If you always sign off a certain way, add that. Get the one-off version right before you schedule it.
- Set it to run weekly. Use Claude's scheduling feature to run the full prompt every Friday at 2pm. Menu names vary between versions, so look for scheduled or recurring tasks in the app. Check how it works on your setup, as scheduled tasks generally need your computer on and the app running at that time.
- On Friday, read and send. Open the draft, make any changes, and send it yourself.
Start with one listing. Once you're happy with the drafts it produces, set up the same task for your other listings, each with its own folder.
Keep it tight
The same habits from earlier in the series apply here, and they matter more when a task runs on its own.
- One narrow folder per listing. Vendor notes contain personal information about your clients and about buyers. Only the notes for that property should be in that folder. If it isn't in the folder, Claude isn't reading it.
- Approvals on for anything that sends, spends or deletes. If you've connected Claude to your email, keep it set so nothing goes out without you saying yes. This task saves a draft. It shouldn't be sending anything.
- "Show me your plan first" while you're setting it up. Once the drafts are consistently right, you can drop it from the scheduled version.
- Check the numbers every time. A wrong inspection count in a vendor update does more damage than a late one.
The point of it
Vendors don't need a long report. They need to hear from you, regularly, with the truth and a plan. That's what keeps them with you through a slow week.
A scheduled draft doesn't replace the phone call when the news is hard. It makes sure the weekly update never quietly drops off your list in the first place.
Missed yesterday? Day 10: Every enquiry gets a reply draft
Every prompt from the series is on my free prompts page, with a new one each day as the episodes go up, ready to copy.