The Workflow Library

Library / Real estate / real-estate-001

Viewing request routed to the area agent with a first response SLA

Real estateTicketService Hub ProfessionalIntermediate~50 min to buildFull spec

Outcome. A viewing request lands on an agent who covers that area and is not out of office, with a task due inside the agreed response window and a manager alert the moment that window is missed.

Workflow map Enrollment, branches and actions at a glance real-estate-001
flowchart TD
    A[Ticket created, request type viewing_request] --> B[Copy area onto the ticket]
    B --> C{Requested date within 48h?}
    C -->|yes| D[Priority High]
    C -->|no| E[Priority unchanged]
    D --> F{Ticket area?}
    E --> F
    F -->|area known| G[Rotate to the area pool]
    F -->|blank| H[Owner = listing agent or duty owner, notify office manager]
    G --> I[Call task due in 2h, notify owner]
    H --> I
    I --> J[Delay 2 business hours]
    J --> K{Still New or never contacted?}
    K -->|yes| L[SLA missed, alert manager, reassign task]
    K -->|no| M[SLA met]
action or delay branch public on every spec, paid or not

When to use it, when not to

  • UseUse it when viewing requests arrive from several places at once, a portal enquiry, a website form and a phone call logged by reception, and you need one queue instead of three.
  • UseUse it when agents are organised by area, so the right person is a function of the property and not of who happens to be free.
  • SkipDo not use it when a single agent handles all inbound. A notification and a task are enough, and the routing branches will only add maintenance.
  • SkipDo not use it as the calendar. This spec picks the owner and starts the clock. Confirming the slot stays a human action, or a meeting link, because a workflow cannot see whether the seller is home on Thursday.
The preview ends here. Six sections are in the library. counted, not blurred
PrerequisitesEvery property with its label, internal name, type and options, plus the assets the workflow needs before you start.11 items
EnrollmentThe trigger, the criteria exactly as they are ticked in the UI, the re-enrollment rule and the suppression list.4 parts
StepsEach action in order with its parameters, its branches and its delays, written as you tick them.7 numbered actions
Known pitfallsTraps seen in production, each with what breaks and what to do instead.6 pitfalls
Test plan, variants and build specHow to prove it works in a test portal, where to look when it does not, the variants for other objects or tiers, and the YAML build spec.3 variants, 3 sections
FilesThe properties JSON creates the fields in one API call, the workflow JSON documents the build.PDF, Markdown, JSON
Install1 click. The installer creates the properties this spec declares and the workflow itself, switched off, then opens a task for the prerequisites that are assets rather than properties, such as a team, a static list or a marketing email. What it created is listed on the install page.1 click, switched off
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