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AI automation

Meridian Property Group — Lead Follow-up Automation

A demonstration workflow for a fictional property agency that routes enquiries, sends timely confirmations and gives agents a single view of every lead.

Meridian Property Group demonstration showing an automation workflow diagram connecting a website form, WhatsApp, an AI summary step, a CRM and an agent notification.

Overview

Meridian Property Group is a fictional property agency receiving enquiries from its website, property portals and WhatsApp. This demonstration project shows how an automated workflow could route those enquiries consistently while keeping agents in control of every conversation.

The brief

In this scenario, enquiries arrive through several channels and are handled by whoever sees them first. Some receive slow replies, others are recorded twice, and managers cannot see what happened to each one. The brief was to design a workflow that captures, sorts and routes every enquiry, with a person always responsible for the reply.

Project type
Demonstration Project
Category
AI automation
Capabilities demonstrated
  • Process mapping
  • n8n workflow design
  • AI summarisation with human review
  • CRM integration
  • Messaging templates

Proposed approach

How we approached it

  1. One intake for every channel

    Website forms, portal emails and WhatsApp messages are collected into one workflow and checked for duplicates.

  2. AI-assisted summary and tagging

    An AI step summarises each enquiry and suggests tags such as buy, rent, budget band and area. Agents can correct the tags.

  3. Routing rules

    Enquiries are assigned by area and type, and the agent receives a notification with the summary and contact details.

  4. Confirmation and reminders

    The enquirer receives a confirmation message. If an agent has not responded within the agreed window, a reminder goes to the team lead.

Concept assets

Select an image to enlarge it.

Automated confirmation, followed by the agent's own reply.
Lead pipeline view with AI summaries.

Delivered concept assets

  • Current-state and future-state workflow maps
  • Automation build plan for n8n with tool connections
  • Message templates for confirmations and reminders
  • Lead dashboard layout

Intended outcomes

What the design is meant to achieve. These are objectives, not measured results.

  • Every enquiry should be recorded once and assigned to a named person
  • Enquirers should receive a prompt confirmation and a personal reply
  • Managers should see the status of every lead in one place

Services demonstrated

AI Automation & Chatbots

Workflow automation that connects your forms, inbox, CRM and calendar, plus AI chatbots that answer common questions and route enquiries to your team.

Customer Support Management

Replies to chats, emails and social DMs, ticket handling and FAQ management within agreed hours and guidelines, with chatbot support where it helps.

Paid Advertising & Ads Management

Meta, Google and LinkedIn ad campaigns planned, built and managed against clear goals, with analytics setup and plain-English monthly reporting.

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