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  • AI agents
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Real estate credit advisory

AI document analysis and WhatsApp support, connected to Monday

AI agents process a high volume of real estate documents straight into Monday, and a WhatsApp agent tells clients where their case stands, checking Monday in real time.

AI-powered workflows
2
WhatsApp support
24/7

Challenge

The operation handled a high volume of real estate documents to analyze, and every client wanted to know where their case stood. Both depended on the team.

Approach

  1. 01

    Each deal's documents enter the system, and AI agents read them and extract what matters.

  2. 02

    The output goes straight into Monday, the tool the analysis team already works in.

  3. 03

    On WhatsApp, a support agent takes the client's question, looks up the case in Monday and replies with the right status.

Deliverables

  • AI agents that read and process real estate documents
  • Monday integration, organized for the analysis team
  • WhatsApp support agent that checks Monday and reports each case's progress

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