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Real client

Property inspector: new orders accepted within 15 minutes, even on the road

An independent property inspector gets new-order emails from valuation vendors. Every 15 minutes the system reads them, clicks accept, and AI files address, type, fee and dates into his order book.

Rebuilt on test data
Real client system. Vendors, addresses and fees on screen are changed.
Read the transcript

So what it is doing right now, it is getting the email, parsing the email HTML, and getting the URL from the email acceptance URL. So it is checking these two URLs and it will just click that URL. We'll get some AI agent that will analyze the email. We'll get the fields, giving us the JSON every time. Only populate the contact name, email address and contact phone number for interior orders. Exterior order or exterior BPO, exterior inspection, set contact name is equal to null and email address is equal to null and contact phone number is null. The dates are same and everything is same, so it is saving the record there. And if we go back, tested with another record, that was this one. So it give us the successful response. And contact name is not there because this is exterior. I will just add a new filter there, so it will check that email too as well.

Trade
Property inspector
Tools
  • Make
  • Zoho Creator
  • Gmail
  • GPT-4o-mini

Before and after

Order emails landed while he was out on inspections, and the accept link waited.

Before and after
BeforeAfter
New order emailsAccepted by hand between inspectionsAccepted within 15 minutes and filed in his order book

What we built

  • Checks every 15 minutes. It reads new order emails on a Gmail label.
  • Clicks accept. It opens the accept link for each vendor that is set up.
  • AI fills the order book. Address, type, fee, dates and contact, saved the same way every time.
  • Interior or exterior. Contact details go in only for interior orders.
  • Feeds his income view. The same order book feeds his monthly income and payday pages.

How it works

  1. A new order email lands under a Gmail labelGmail
  2. Every 15 minutes the scenario finds that vendor's accept linkMake
  3. It clicks acceptMake
  4. AI pulls the address, order type, fee and datesOpenAI
  5. The order is saved in his order bookZoho Creator

What broke and how we fixed it

What broke

Every vendor sends its own email layout, with the accept link buried in a different place.

How we fixed it

A filter per vendor finds the link. A new vendor is one more filter.

Typing orders in by hand?

Tell us which vendors send your orders and where you log them.

Or send one sample file on WhatsApp (opens WhatsApp). Fake names are fine.

Ask about order intake

We reply within one business day. No card, no contract.

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