Generate tenant-mix memos when a vacancy hits your intake form

By General Input

When a leasing broker submits a new vacancy, research the trade area, draft a tenant-mix recommendation, and post the memo to your leasing channel.

Integrations

  • Typeform
  • Sites USA
  • Google Docs
  • Slack Bot

Type

Agentic Task

Categories

  • Operations
  • Sales

When a new submission comes in on my Typeform Vacancy Intake form, generate a tenant-mix recommendation memo for that shopping center and post it to our leasing Slack channel.

Trigger: a Typeform webhook firing on a new submission to my Vacancy Intake form. The form captures the shopping center name, the address or coordinates, the vacant unit square footage, any tenant restrictions, and the submitter's email.

For each new submission, the agent should do the following in order:

1. Look up monthly store visits for the property using Sites USA Get Store Visits by Shopping Center, and use the result to classify the property's traffic level (low, average, high, or top-tier for a center of this type).

2. Build a 10-minute drive ring around the property with Sites USA Request Trade Area Boundaries. Use the WKT polygon it returns as the trade area for every downstream lookup.

3. Pull demographics for that 10-minute ring with Sites USA Get Demographics by WKT. Capture household income, age distribution, ethnicity mix, and the daytime vs nighttime population split.

4. Fetch the merchant category catalog with Sites USA List Merchant Categories. Then call Sites USA Get Merchant Counts by WKT for the 10-minute ring filtered to each relevant category to see which retail categories are over- and under-represented relative to a typical trade area for this type of center. Use the named merchants returned by List Merchant Categories to surface real comparables for each category.

5. Draft a tenant-mix recommendation memo with these sections: a one-line headline recommendation, the property's traffic class, the demographic profile of the trade area, the top 5 recommended tenant categories with reasoning that ties back to the demographics and saturation gaps, 2 to 3 named comparable merchants per recommended category, any tenant restrictions from the form factored into the picks, and a short list of categories to avoid because of saturation. Write it for a leasing director who wants a defensible answer to "what kind of tenant should we target here" in under a minute of reading.

6. Create a new Google Doc titled "Tenant Mix - [shopping center name] - [submission date]" via Google Docs Create Document, then fill it in with the memo body using Google Docs Batch Update Document.

7. Post a message to our leasing channel via Slack Bot Send a Message. The message should contain the property name, the vacant square footage, the headline recommendation, and a link to the Google Doc. Try to look up the form submitter's email in Slack with Slack Bot Look Up User by Email and @-mention them in the post if a match is found. If no Slack user matches the email, include the email as plain text in the post so the team knows who submitted the intake.

Build this as an agent workflow so the agent can reason about which merchant categories matter for this specific center type, square footage, and demographic profile rather than running a fixed checklist.

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