How I Got Claude to Run My Real Estate CRM on Auto-Pilot

Download the Claude CoWork starter guide at www.matthewrathbun.com/ai If you've ever wished you could hand off the boring half of your job to a junior assistant who works at 2 a.m. and doesn't ask for commission, this video is for you. Claude Cowork is the version of Claude that works in your files instead of your chat window. You point it at a folder. You give it an instruction. It executes. No coding. No new platform to learn. Just a real assistant doing real work on the files you already have. In this 20-minute walkthrough, I show you three practical use cases built specifically for real estate agents: → The Listing File Cleanup. Turn a chaotic listing folder into a labeled, renamed, organized archive in five minutes. → The Past Client Spreadsheet. Build a clean past-client database from the closing statements, contact exports, and old spreadsheets you already have. → The Listing Marketing Kit. Drop in the MLS sheet, disclosures, and photos. Get back property descriptions, a flyer draft, a video script, and a buyer persona ready to edit and ship. Grab the free demo prompts handout (the exact prompts I use in the video) at the link below. 📥 FREE HANDOUT: Three Cowork Starter Kit Prompts for Real Estate Agents https://www.matthewrathbun.com/wp-con... FREE DOWNLOAD: AI Prompts for Realtors: https://www.matthewrathbun.com/wp-con... 00:00 - The Power of an AI Agent in Real Estate 02:26 - Downloading the Claude Desktop App 03:10 - Overview of the Co-work Interface & Projects 06:24 - Crucial Security Step: Setting up Local Directories 07:44 - Installing the Claude Chrome Extension 08:11 - How to Automate Your Real Estate CRM 11:38 - Wild Use Cases: Cleaning 17 Years of Database History 12:56 - Step-by-Step Multi-Asset Prompt Setup 15:14 - Approving AI Permissions & Safety Checks 18:24 - Wrap up & Next Steps 🔔 Subscribe for more AI for real estate agents, brokerage leadership, and marketing systems that actually deploy. 🌐 More resources: www.matthewrathbun.com WHAT IS CLAUDE COWORK? Claude Cowork is Anthropic's desktop AI agent. It runs inside the Claude desktop app on Mac or Windows and gives Claude permission to read, edit, and create files in folders you choose. It is included with paid Claude plans (Pro, Max, Team, or Enterprise) and is available globally where Claude is supported. WHO IS THIS VIDEO FOR? Real estate agents who want to use AI to do actual work, not just write captions. Novice friendly. No technical skills required. DISCLAIMER This video shows my workflow for using Claude Cowork. Product behavior, pricing, and features may change. Always verify the output of any AI tool before relying on it for compliance, contractual, or fiduciary decisions. Not legal or financial advice. Claude is a product of Anthropic. 🖥 Visit my website for more resources, tools, and tutorials: www.matthewrathbun.com Meet Matthew I love people, technology, and productivity, and when I bring all of those things together I am most happiest. I am a national speaker on various topics including technology, marketing, and risk management most often within the Real Estate Industry. Most of all I just want to see others succeed and share the awesomeness of the world around me with whoever would like to hear about it. 👮 Disclaimers: Opinions are mine alone and do not reflect those of my employees or clients Some links are affiliate links to some products and I may receive compensation 😇 Matthew Rathbun is not an attorney. Information provided is not deemed to be legal advice. Whenever there is a question of legality you are encouraged to seek competent legal advice in the jurisdiction in which you need assistance. Matthew Rathbun is a licensed broker and REALTOR® with Coldwell Banker Elite in Fredericksburg, VA, and holds a broker’s license in the Commonwealth of Virginia, State of Maryland, and District of Columbia. North Star Academy and Four Pillars Education, Inc. or licensed real estate schools in the Commonwealth of Virginia.