Weekly Client Update
A consistent update cadence buyers and sellers can rely on
Your clients should never have to ask "what's happening with my deal?" This recipe pulls activity and deadlines from your CRM, writes a concise weekly summary, and sends it every Friday — automatically.
INGREDIENTS
PROMPT
Create an OpenClaw recipe that sends automated weekly updates to active real estate clients: - Pull activity and upcoming deadlines from CRM and transaction tasks - Generate a per-client summary: highlights, next steps, and up to 3 action items - Send via preferred channel (email or SMS) - Include deadline alerts when something critical is < X days away - Send "no major changes" updates during quiet weeks Email subject: "Weekly update: {{address_or_search_area}}" My CRM is: [your CRM] Send schedule: [day and time]
How It Works
Every week at your configured send time, this recipe checks each active client
(buyer search, active listing, under contract) and generates a personalized
update: what happened this week, what's next, and what you need from them. It
sends via their preferred channel and escalates if a critical deadline is close.
What You Get
- Weekly summary per active client: highlights, next steps, action items
- Delivery via email or SMS based on client preference
- Deadline alerts when something critical is less than X days away
- "No major changes" updates to maintain trust during quiet weeks
- Multi-property support (top 3 items + link to full portal)
Setup Steps
- Connect your CRM and transaction management tools
- Tag active clients (buyer search, active listing, under contract)
- Set send schedule (default: Friday 3pm)
- Note each client's preferred channel (email or SMS)
- Customize the templates to match your voice
Tips
- Always send something — even "no major changes" builds trust
- Cap action items at 3 to avoid overwhelming clients
- Clients who prefer no weekly updates should get milestone-only messages instead
- Include a "want a 5-min call?" CTA in the SMS version
- Review and tweak auto-generated summaries for the first few weeks until the tone is dialed in