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Update Property Listings

Reconcile broker CSV listings with your commercial property catalog

Use this Agent instantly or customize it - no programming needed

Reconcile the broker feed with the property catalog
Reads
  • broker listing CSV
    broker listing CSV

    Your broker's new CSV carries listing details, asking prices, and source links.

  • catalog buildings
    catalog buildings

    Your existing building rows help the Agent spot repeat listings and preserve known details.

  • building match rules
    building match rules

    Your chosen listing ID and address rules guide each building match.

File storage tool
File storage tool

Microsoft SharePoint alerts the Agent to new broker CSV files and lets it read their listings.

Property catalog
Property catalog

Your property catalog holds building and review rows, and emails your analyst a feed summary.

Property catalog
Is the CSV unreadable or missing required columns?YesNo
Email the analyst the file name and specific problem
Writes
  • file problem email
    file problem email

    Your analyst gets the file name and exact problem when the Agent cannot use the CSV.

Match listings by ID or building address
Update clear matches, add new buildings, and flag uncertain listings
Writes
  • updated buildings
    updated buildings

    Your clear matches get current prices and property details, plus the latest source link and last-seen date.

  • new buildings
    new buildings

    Your catalog gets one building row for each clearly new property.

  • match review cases
    match review cases

    Your analyst sees uncertain or incomplete listings, including possible matches or missing details.

Save the feed summary and email the analyst
Writes
  • feed summary
    feed summary

    Your catalog gets counts and links to new buildings and cases needing review.

  • analyst email
    analyst email

    Your analyst gets counts and links to new buildings and listings needing a match decision.

This Agent reads a broker's commercial listing CSV when it arrives. It checks your catalog, updates clear matches, and adds new buildings. You get an email with additions and matches to review.

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Gmail
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Microsoft Outlook
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Zoom
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Microsoft SharePoint
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Zoho Mail
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Made for your industry

Update Property Listings is made for businesses in these industries.

Made for your role

Update Property Listings is made for people in these roles.

  • Real Estate Analyst

    Reconcile broker listings with the property catalog and flag uncertain matches.

    Show all Agents for the Real Estate Analyst role

Made for your department

Update Property Listings is made for people in these departments.

How Update Property Listings works

4 steps, in order, on every run.

  1. Read the broker's CSVDownload the new CSV and capture its listing details. Email the analyst if the file cannot be read or lacks required columns.
  2. Match listings to buildingsCompare listing IDs first, then addresses and building identifiers using your chosen rule. Hold uncertain matches for review.
  3. Refresh or add propertiesUpdate clear matches with changed prices and details. Add clearly new buildings once; leave incomplete or ambiguous listings for review.
  4. Email the feed summarySend the analyst counts and links to new buildings and review cases. Report file problems instead when the CSV cannot be processed.

How to Get Started

Connect your tools

Connect the tools you already use, such as Gmail, Microsoft Outlook or Zoom.

5 tools
Set your rules
  • Choose the folder where the broker places commercial MLS listing CSV files and map its columns for listing ID, asking price, property type, floor area, address, and source link.
  • Choose the property catalog table and its unique building key, source listing ID, current detail, source link, last-seen date, and match-review fields.
  • Set the building match rule: use a stable broker listing ID first, then a standardized street address plus unit or building identifier; leave multiple plausible matches for the analyst.
  • Set the analyst's email address and the catalog views for new buildings and unresolved matches.
Launch the Agent

Use safe mode to approve every result before it goes out, or let the Agent run automatically.

FAQs

Frequently asked questions about the Update Property Listings:

How does this avoid duplicate buildings when listing IDs change?

You choose a match rule that checks the broker ID, then the building's address and identifier. The analyst reviews multiple plausible matches before any property changes.

What happens if a feed row is missing key details?

The analyst gets a review case when a row lacks a usable address and listing ID. Known catalog values stay in place when the feed omits a conflicting field.

Where do the CSV files and updates go?

You choose the broker feed folder and property catalog table during setup. You also choose the analyst's email and the views for new buildings and unresolved matches.

What happens when the Agent is unsure?

It stops and asks you. The Agent does not guess when it reaches a decision you have not approved.

Can I review its work?

Yes. Every run creates a plain-language log that you can review and export. Logs are kept for twelve months.

What happens if I cancel?

The Agent stops at the end of the billing month and its tool connections are removed. Your run logs remain available for twelve months.

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