Automation of real estate offer document preparation

Automation of real estate offer documents through Google Sheets, PDF, and Gmail

Built an automation system for preparing and sending offer documents in the real estate sector.

Task:
the manager was spending a lot of time searching for property data on a real estate website, manually filling in Google Sheets, preparing documents, checking fields, sending emails, and updating statuses. The process was long, repetitive, and created many errors.

What was done:
— property data scraping from a real estate website
— automatic transfer of this data into Google Sheets
— Google Sheets used as a single source of data for documents
— automatic creation of offer documents from templates
— auto-fill of address, price, dates, contacts, and other fields
— automatic PDF generation
— human in the loop: a person reviews the data and triggers the final sending in 1 click
— automatic email sending with attachments
— automatic update of the status in the sheet to SENT
— logging of sent date and time

Result:
instead of manual searching, document preparation, and email sending, the process became controlled and significantly faster. The system removed most of the routine work, reduced the processing time for each property, and decreased the number of errors, leaving the person only the final review and confirmation.

Stack:
Zapier, Google Sheets, Google Docs, Google Drive, Gmail, PDF automation, web scraping

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