About This Automation
Offer and negotiation tracking involves receiving offers or counteroffers, extracting key details, logging them into a system, and monitoring deadlines and negotiation status.
Automation captures incoming offers automatically, extracts all critical details, logs them into a centralized system, and sends real-time alerts for approaching deadlines and stalled negotiations. the team gains a single source of truth and can focus on strategy instead of data entry.
Top friction points when done manually
The issues teams report most often with this process
Automation readiness
How well-suited this process is for automation
How The Automation Works
The full workflow, from trigger to completion.
New email arrives in the automation's inbox containing an offer, counteroffer, or acceptance. The automation is triggered by the email subject line or sender domain.
The automation reads the email and extracts the price, contingencies, expiration date, and special terms. the automation identifies the offer type and flags any missing critical information.
The extracted details are automatically written deal record, creating or updating the offer with all key fields populated.
A calendar event or task is automatically created for the expiration date, set to alert the automation 24 hours before expiry.
A formatted message is sent to the team channel with the offer summary, price, expiration date, and any urgent flags.
The automation checks whether all required fields are populated. If missing critical information, the offer is flagged for broker review.
If required fields are missing, a notification is sent to the broker with details of what is incomplete and a link.
If the automation has pre-configured a counteroffer response, a draft email is generated and sent to the automation for review and approval before sending to the other party.
Most popular tool stack used
— the complete tool combinations companies use
Gmail
HubSpot
Slack
Google Sheets
TwilioWhat you get when you map this process
Everything you need to understand, plan, and build your automation.
ROI and business case
What this process costs today and what changes once it's automated.
Launch schedule
What gets built, in what order, and what success looks like once it's live.
Process runbook
How the automation runs day to day, including exceptions and human decision points.
Developer handover pack
Full build spec, logic, and configuration — ready to hand off without a briefing call.
Integration and connections guide
Every tool connection, credential, and data mapping the build needs.
Test and QA plan
Every scenario checked and signed off before the automation goes live.
Recommended for you
Other high-impact processes teams commonly map alongside this one.
Frequently asked questions
Everything you need to know before mapping this process.
Map this to your business to get your exact numbers.
Map This AutomationNo credit card required. It's free.