What You’ll Need
A completed Head Office automation already created (e.g. New Listing, Sold, OFI, etc.)
The agent’s social media pages connected under Apps > Socials
Access to the agent’s creative preferences or templates
🔧 Steps to Set Up an Individual Agent Automation
1. Create a Base Automation from the Head Office
Start by creating a Trigger or Schedule Automation from the standard options (e.g. New Listing, Recently Sold). This will act as the base.
If you’ve already created this at the Head Office level, proceed to the next step.
2. Edit the Automation to Tailor It for the Agent
After the automation is created, click to edit it and follow these steps:
Page 1: Rename the Automation
Update the name so it clearly reflects the agent it’s for.
Example: “Just Listed – Sarah Williams”
Page 2: Select the Listing Agent
Scroll to the bottom of the page and choose the individual listing agent from the dropdown menu. This ensures the automation only applies to their listings.
Page 3:
Choose the Creative – Select the post layout or template that the agent prefers.
Select Social Media Pages – Choose the agent’s Facebook and Instagram pages to ensure the automation posts to the correct profiles.
✅ Tips & Reminders
Repeat this process for each agent requiring a custom setup.
Be sure the agent’s social media pages are already connected in the Apps > Socials tab.
If the agent changes their creative preferences, you can edit their automation anytime.