A large part of an agent's week is moving information from one place to another: a web form into the CRM, a signed contract onto the calendar, a closing into a review request. This hands-on class shows how to connect those tools so the handoffs happen on their own, using no-code automation platforms rather than a developer. We'll pick one workflow you actually run, build the automation together, and test it live. Along the way you'll learn how to spot which tasks are worth automating and how to keep a client's data safe when tools talk to each other. You'll leave with one automation running and a short list of the next ones to build. For technically confident agents; bring a laptop and logins for the tools you use.
