SPA Follow Up Reminder
Automatically sends timely, personalized reminders across every stage of the SPA process and tracks client progress, ensuring smooth, consistent follow-ups without manual effort.
This n8n workflow automates the entire client follow-up process for property SPA (Sale and Purchase Agreement) transactions, specifically designed for real estate professionals. It systematically manages communication across six critical stages of the property purchase journey, from initial document preparation to final agreement signing. The workflow ensures no client falls through the cracks by sending timely, personalized email reminders and automatically tracking follow-up status.
Documentation
Description
This n8n workflow automates the entire client follow-up process for property SPA (Sale and Purchase Agreement) transactions, specifically designed for real estate professionals like those at Hartamas SPA. It systematically manages communication across six critical stages of the property purchase journey, from initial document preparation to final agreement signing. The workflow ensures no client falls through the cracks by sending timely, personalized email reminders and automatically tracking follow-up status.
The workflow follows this step-by-step process:
- A scheduled trigger initiates the workflow to process all client records.
- Data is retrieved from a specified Google Sheet containing all client and transaction information.
- A JavaScript Code Node processes the data, standardizing date formats and preparing it for the subsequent steps.
- The workflow splits into six parallel paths, each checking a specific follow-up date against today's date.
- For each condition that is met, a personalized HTML email is sent to the relevant party (client, lawyer, or banker).
- After each email is sent, the workflow updates the corresponding status column in the Google Sheet to "Done".
- A 5-second wait is applied before processing the next batch of items.
Benefits for Customers / Users
- Automated Follow-Ups – Eliminates manual tracking and sending of reminder emails, saving significant time and effort.
- Perfectly Timed Reminders – Ensures clients and partners receive reminders exactly when needed, keeping the transaction process moving smoothly.
- Centralized Status Tracking – Automatically updates a master spreadsheet, providing a real-time overview of every client's progress.
- Professional Client Experience – Delivers consistent, well-formatted, and personalized communication at every stage of the complex property purchase process.