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Create Your Own AI Agent Note Assistant

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Create Your Own AI Agent Note Assistant

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Stop Losing Million‑Dollar Notes to “I’ll Write It Down Later.”

AI Note Automation captures every detail while you close the deal—no typing, no forgetting, no lost opportunities.

Real estate deals move fast. Prospects talk even faster. Scribbled pads, half‑baked voice memos, and mystery Post‑its are silently killing your follow‑up.

What slips through the cracks?
• The seller’s real motivation 🏠
• The exact repair numbers 💸
• The timeline that wins the bid ⏳

Miss just one of those and the deal is gone.

The Daily Grind… Amplified

You walk properties, jump on Zoom calls, and DM prospects on Instagram. By dinner, your “system” is a cocktail napkin and a prayer. Meanwhile, your competition has pristine notes auto‑synced, tagged, and ready for next‑day offers.

That knot in your stomach? It’s the cost of disorganization—lost deals, frantic mornings, and that creeping fear you’ll look unprofessional.

Enough. Let the bots do the boring stuff.

Introducing AI Note Automation

The plug‑and‑play Make.com blueprint that turns chaotic conversations into organized, searchable gold.

While everyone else is typing, you’re talking—and AI is listening, summarizing, and filing into Google Sheets (or your CRM) in real time. Built by the automation pros at Made Marketing Success, this blueprint slides right into your Make.com account in 60 seconds flat.

Why It’s Different (AKA the Secret Sauce)

Most “AI note” tools charge recurring fees and still miss context. AI Note Automation:

  1. Scrapes key phrases, action items, and data points from any source—calls, DMs, walk‑through videos.
  2. Structure them into your custom Google Sheet with deal‑ready columns.
  3. Schedules itself to run automatically—hourly, daily, or on demand.

No code. No human data entry. Just deals moving forward.

What’s Inside the Package

Quick‑Start Video (12 min): Watch over Fahim’s shoulderActivate in one coffee break
Make.com Blueprint (.json): Import → connect → run Zero coding hassle
Google Sheet Template: Pre‑labeled fields (Seller, Motivation, Repairs, ARV…)Consistent data for smarter analysis
AI Parsing Rules: Regex & key‑phrase libraries, Accuracy that beats manual notes
Scheduling Walkthrough: Set & forget automation, Wake up to fresh notes


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