Generate Real Estate Research Reports With Exa AI, PandaDoc and Instantly AI

This Template Demonstrates How To Automate Sending Real Estate Research Reports.

Use cases are many: send recurring market updates to investors, distribute new listings context to buyers, or push periodic area snapshots to your client base — all without touching it manually after the first setup.

Good to know - Exa AI charges per search query. Check Exa AI Pricing for the latest rates before running at scale. - Instantly AI has rate limits on lead uploads. The workflow handles this with a built-in wait node between batches, but check your plan limits before sending to large lists. - PandaDoc document generation is asynchronous the workflow polls for completion before moving forward, so generation time will vary depending on template complexity.

How it works PHASE 1: RESEARCH

- A Schedule Trigger kicks off the workflow on your chosen cadence. - A research task is created and submitted to Exa AI, which pulls market data, listings context, and pricing signals from the web. - The workflow polls Exa AI until the task is complete. An If + Wait loop handles this — once confirmed, the structured data moves to Phase 2.

PHASE 2: REPORT GENERATION

- The structured research data is sent to PandaDoc via API. It fills directly into your pre-built real estate template — fixed layouts, brand rules, section structure already in place. - The workflow polls PandaDoc until the document is fully generated. Another If + Wait loop ensures nothing proceeds with an incomplete report. - The result is a clean, consistent report every time — no manual formatting or cleanup needed.

PHASE 3: SEND VIA INSTANTLY AI