Client reporting & follow-up
Landlord updates and vendor reports are the first thing to slip when the branch gets busy, and a past client or a lapsed valuation goes quiet the same way. This agent drafts the recurring report on schedule from the activity your systems already hold, and keeps a steady, useful nurture sequence running for past clients and lapsed valuations, so neither depends on someone remembering to send it.
Step by step
Connect activity sources
Viewing activity, offers and market comparables, plus your past-client and lapsed-valuation list, are connected read-only.
It drafts the recurring report
On your set schedule (e.g. monthly), the landlord or vendor report is drafted from the period's actual activity.
It cites what it pulled
Each line in the report traces back to the viewing, offer or comparable it came from.
It drafts the nurture sequence
Past clients and lapsed valuations get a drafted message on the cadence your agency sets, not a one-off blast.
It flags who's gone quiet
Contacts with no activity or response in a set window are surfaced, not left to sit unreviewed on a list.
A person reviews before anything sends
Every report and every nurture message is queued for review — nothing reaches a landlord, vendor or past client unsent by a person.
Exactly what this agent can see, touch and change
The same five controls sit behind every ollo agent. These are this one's settings — visible before you build it, not buried in an admin screen afterwards.
Context
What reaches the modelBranches running landlord and vendor reporting alongside a past-client list at the same time as live transactions, where follow-up is the first thing to slip.
Escalation
When it asks a personReports and nurture messages are drafted and queued — a person reviews and sends every one; nothing goes out automatically.
Applications & Rights
Which tools it uses, and what it may do in each
Google DriveRead only
GmailWrites newCreates new records or documents. Never edits, moves or deletes anything that was already there.
NotionReadWrites newCreates new records or documents. Never edits, moves or deletes anything that was already there.Verification
How you know it’s rightEvery claim links to the document it came from. A statement the agent cannot cite does not make it into the output — which is what makes the result reviewable in minutes rather than re-read end to end.
Who it’s for
Branches running landlord and vendor reporting alongside a past-client list at the same time as live transactions, where follow-up is the first thing to slip.
What you’ll need
- Activity sources connected (viewings, offers, comparables)
- Report template and schedule agreed
- Past-client and lapsed-valuation list connected
- Nurture cadence and a named reviewer agreed
What you get
- A drafted landlord or vendor report per cycle
- A cited activity summary
- Drafted nurture messages on schedule
- A list of contacts gone quiet
What it doesn’t do
It drafts on the schedule and from the sources you set — it doesn't decide when a relationship is worth re-approaching, and nothing sends without a person reviewing it first.
We build the first one with you
Not a template you configure alone. We sit with your team, build it on real data, and hand over the controls.
Scope
One session with the people who actually do the work. We agree what the agent reads, what it may write, and who approves.
Co-build
Built on your own data, not a sandbox. You watch it being made, so you know why it behaves the way it does.
Handover
You own the controls. Change the context, tighten the rights, move the approval gate — without coming back to us.
Parts of the work currently spread across the categories below. It does not replace any of those products outright.
Frequently asked
Does it send the report to the landlord itself?
No. It drafts it and queues it for review — a person sends every report and every nurture message in this version.
How does it decide what goes in the report?
From the activity sources you connect for that property or portfolio — viewings, offers, comparables — for the period the report covers. Nothing is carried over from a previous report to fill a gap.
What's the nurture cadence based on?
Whatever your agency sets in the co-build — a lapsed valuation might get a different cadence to a past client who sold last year. It runs the schedule; your team sets it.
Can it tell us who's likely to relist?
It surfaces who's gone quiet against your activity signals — the read on whether that means they're ready to relist is your team's judgement, not the agent's.