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Real estate · Lead follow-up and CRM · Case

Aidan Holt: log an incoming call in the CRM with a follow-up task; find an unanswered email with Own AI "Atlas" + voice dictation

Shares numbersSells a paid communityYouTubepublished result self-reported

Another agent phoned Aidan about one of his listings. Instead of typing the contact in later, Aidan took a screenshot of the call log, sent it to his assistant, and dictated one instruction: add the caller to Follow Up Boss, tag him as a commercial agent and with the property address, and make a task to find the monthly utility cost the caller asked about. Reported result: 15–20 s of dictation instead of ~5–10 min of typing per contact (self-reported, not verified).

Shares numbers · self-reportedYouTubeSells a paid community

Aidan Holt

Agent, RE/MAX Metropolis · residential and commercial · listings in Toronto and Barrie

Tool Own AI "Atlas" + voice dictationPublished 2026-05-15Sells anything? Sells a paid communityResult self-reported

Aidan Holt holding his phone up to the camera; the screen shows a dictated message in a chat app above the keyboard. The text is not readable.Play from 6:07
Screenshot from Aidan Holt's YouTube vlog at 6:00, showing the dictated instruction on his phone. Source ↗
  1. Call-log screenshot + spoken instruction
  2. Custom AI "Atlas"
  3. Contact, tags and a task in Follow Up Boss
  4. He looks over the finished entry
Steps as shown in the video.
Task
Log an incoming call in the CRM with a follow-up task; find an unanswered email.
Tool
A custom AI assistant he built and named Atlas, with Wispr Flow (he says "Whisper Flow") for voice dictation, connected to Follow Up Boss.
What they did

Another agent phoned Aidan about one of his listings. Instead of typing the contact in later, Aidan took a screenshot of the call log, sent it to his assistant, and dictated one instruction: add the caller to Follow Up Boss, tag him as a commercial agent and with the property address, and make a task to find the monthly utility cost the caller asked about. The assistant did all three in the background; he says you can put the phone away while it works. Earlier in the same video he dictates a request to find an email thread he had lost, and the assistant returns the link.

Result

He says 15–20 seconds of dictation saves him about 5–10 minutes of typing each contact in by hand. Finding the lost email "would take you like 30 minutes" of scrolling; he got it while speaking.

Self-reported by Aidan Holt; not verified. The video title says "5+ hours a day"; the video itself does not show that number.
Where it goes wrong
Not mentioned for the CRM entry; he shows the finished entry on screen. Later in the video his social-media posting automation fails on at least one platform because a caption was too long, and he says the setup "took me a long time".
Conflict of interest
Sells a paid community He runs a paid community, "The Elevated Agent" (7 days free, then $1 a month for now), and offers to teach viewers how to build custom AI. The video also links to his camera gear and asks for buyers and sellers.
Source
YouTube Aidan Holt · day-in-the-life vlog · published 15 May 2026
taking that extra 15 20 seconds to tell the instructions saves you about 5 10 minutes of actually inputting it yourself

Published 2026-05-15 · rewritten in our words from the video · #aidan-holt-call-logging

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