> ## Documentation Index
> Fetch the complete documentation index at: https://realsite.ca/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# Automations

> Switches that do the follow-up work for you, and what each one actually sends.

**Leads & CRM → Automations** is a short list of switches. Each one watches for
something that happens on your site and does one thing about it, then
leaves a line on the page saying what it did and for whom. Nothing goes to a
client unless they agreed to hear from you, and anything written for you to
send lands as a draft first.

## The switches

| When | What happens | Who it reaches | On by default |
| - | - | - | - |
| The morning after an open house | Everyone who signed in and agreed to hear from you gets a short thank-you in your name, with a link to the home. | Sign-ins who agreed | Off |
| When a listing is marked sold | A just-sold newsletter is drafted and waiting in Newsletter. You read it, then you send it. | Your morning digest | Off |
| When a lead keeps coming back | A lead you already have views the same listing three times in a week. You get an email saying who, and which home. | You, right away | On |
| A week before a move-in anniversary | Your morning digest reminds you, with the client's details and how many years it has been. | Your morning digest | On |
| When your listing goes live | The social post and image are made within the hour and your morning digest brings the link. Only for listings you added yourself. | Your morning digest | Off |

Switch any of them on or off and press **Save**. The ones that write in
your name use the wording under [Replies](/docs/help/replies), so what goes out
sounds like you.

Changes made while a save is running remain unsaved until your next save.
The page tells you when earlier settings were saved but newer changes remain.

## Right away, or in the morning

Only one thing interrupts your day: a hot lead. Everything else waits for
your **morning digest**, one email at 8:00 a.m. in your site's own time zone
(set it under **Settings**), listing the follow-ups due, the drafts waiting,
and what the automations did overnight. Quiet mornings get no email.

## What it did

The Automations page keeps a running list, newest first, of every run: the
date, the person or listing, and the outcome. If something was skipped, the
line says why (an open house nobody signed in to, a listing that left the
feed). **Queued** records that email was added to the sending queue; it does
not confirm inbox delivery. **Completed** can mean a draft or reminder was
prepared. Open-house thank-you emails recheck the contact's current email
eligibility when the queued job runs, so a later opt-out, spam flag or delivery
block prevents that message from being sent.

## Costs

The new-listing share kit asks the model for a caption, which is why it is
off by default and only runs for listings you added yourself. Nothing else
on this page uses AI.


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