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Real estate · Transaction management · Case

Mike Weisman: sorting transaction email and call notes, filing them to the right deal with Claude → Grok Bot

Runs AI trainingYouTubepublished no result number

Mike runs several AI "bots", each with one job. Granola records his calls and appointments; when a recording ends, a "chief of staff" bot reads the transcript and passes it to the right bot. Reported result: Tracks 30–50 active deals (scale, not a time saving).

YouTubeRuns AI training

Mike Weisman

eXp team leader · runs a real estate team with 30–50 active transactions · market not stated

Tool Claude → Grok BotPublished 2026-10-27Sells anything? Runs AI training

Mike Weisman on the left; on the right, the Grok Bot app with a list of bots (Inbox, TC Desk, Social, Addie and others) and a TC Desk chat about keeping old document drafts in a 'Superseded' folder.Play from 3:06
Screenshot from Mike Weisman's YouTube video at 3:40, showing the TC Desk bot in Grok Bot. Source ↗
  1. Transaction email + call transcripts (Granola)
  2. Inbox / chief-of-staff bots sort it
  3. TC Desk files it, preps signatures, drafts email
  4. Drafts come to him (check not shown)
Steps as stated in the video. He says it "might create a draft email for me"; he does not show checking it.
Task
Sorting transaction email and call notes, filing them to the right deal, and preparing forms for signature.
Tool
Grok Bot (a set of separate AI bots), replacing his earlier Claude projects; Granola records his calls.
What they did

Mike runs several AI "bots", each with one job. Granola records his calls and appointments; when a recording ends, a "chief of staff" bot reads the transcript and passes it to the right bot. An "Inbox" bot watches his team email; when an offer, counteroffer, termination or addendum comes in, it hands it to "TC Desk", a bot that acts like a transaction coordinator. TC Desk files the email with the right deal, sets documents up for signature, drafts replies, and can prepare an addendum on request. He says it keeps track of every active deal. He used to do parts of this with Claude projects and moved it to Grok Bot because the separate bots stay in their own lanes.

Result

No time or money saved is given. He says the system tracks every one of his team's 30–50 active transactions so that "nothing falls through the cracks."

Self-reported by Mike Weisman; not verified. 30–50 is the size of his pipeline, not a result.
Where it goes wrong
He does not show an error or a review step. He is still rebuilding the system: TC Desk first ran on a more complex self-hosted agent, and he is now moving his Claude workflows to Grok Bot. Drafts go to him rather than straight out.
Conflict of interest
Runs AI training His channel is "AI Builders". He runs trainings, weekly AI office hours and a Skool community, and offers to send viewers his real-estate inbox bot as a template.
Source
YouTube Mike Weisman | AI Builders · published 27 Oct 2026
If it's related to a transaction, hand it off to TC Desk, which is like a transaction coordinator…

Published 2026-10-27 · rewritten in our words from the video · #mike-weisman

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