CNAT TitleEducation Keeping AI on ThingsBook Time
Playbook Board
Level 3 · Autopilot

Market Research Routines

Recurring AI tasks that watch your market areas while you sell, and hand you a digest worth reading.

30 minutes to set up Runs while you sleep

The whole play, at a glance

Define your market2-4 areas, not "DFW"
Schedule tasksweekly + monthly
Digests arrivesourced, under 400 words
The resultone action per week you'd have missed

You walk away with: a weekly digest of what's moving in your areas (listings, price cuts, local signals), a monthly competitor scan with 2-3 gaps you could own, and a quarterly opportunity read. Each digest ends with one concrete action.

What you'll need

An assistant tier with scheduled tasks and web browsing. If yours has browsing but not scheduling, run the same prompts manually with a recurring calendar reminder; same value, one extra tap.

A clear definition of "your market": 2-4 named neighborhoods or zip codes. Vague areas make vague research.

The setup

5 steps0 of 5 done

Create a new task, set it to weekly, and pick the morning you do your business planning.

Scheduled tasks
Weekly WatchEvery Monday · 7:00 AMActive
Competitor Scan1st of the month · 7:00 AMActive

What your task list should look like when both routines are live.

Copy it from the Prompts section below, filled in with your areas and business focus.

The first reports will be too broad. Reply with feedback and edit the task. By week three it's yours.

Second task, second prompt. Public activity only; you're mapping the market, not surveilling colleagues.

The point is the one call, post, or postcard each digest suggests. If a digest doesn't change what you do that week, tighten the prompt again.

The prompts

The Weekly WatchMarket movement, local signals, one opportunity
weekly-watch.prompt
You are my market analyst. Every week, research what changed in my market areas and send me a digest.

MY AREAS: [2-4 neighborhoods or zips, city]
MY BUSINESS: [listings-focused / buyers / both, price range]

Research publicly available sources (portals, local news, city/county announcements) and report:
1. MARKET MOVEMENT: notable new listings, price cuts, and anything unusual (very fast sale, big price, long sit) in my areas this week.
2. LOCAL SIGNALS: news that touches property values or moving decisions: development, road projects, school changes, major employers.
3. ONE OPPORTUNITY: the single most actionable thing in this digest for an agent in my position, and the concrete action to take this week.

Rules: link every claim to its source. If you can't verify something, label it "unverified." Never present an estimate as MLS data. Keep the whole digest under 400 words.
The Monthly Competitor ScanWho's active, what's visible, and 2-3 gaps to own
monthly-competitor-scan.prompt
Once a month, scan publicly visible activity in my market areas: [areas].

Report: which agents/teams listed or sold there this month (from public portal data), what marketing of theirs is visible (content, mailers people mention, events), and any new player showing up repeatedly.

Then the part that matters: 2-3 specific gaps. What is nobody serving in these areas (a content angle, a price band, a seller situation) that I could own? Sources linked, under 300 words, no speculation about anyone's business beyond what's publicly visible.

Watch-outs

Web data is not MLS data. Portal numbers lag and estimate. Before any stat from a digest reaches a client or a post, verify it in the MLS. The digest tells you where to look, not what to say.

Scheduled tasks drift. Skim critically for the first month. An unwatched routine slowly becomes a confident newsletter of stale information.

Competitor research stays professional. Public activity only.