AI agent for social workers
Housing Search Tracking Agent
Each client has a clear list of active applications, next steps and matching listings, and nothing is missed.
What it does
Clients apply to many landlords and programs at once and lose track of calls, deadlines and documents. The agent records each application, contact and deadline, checks new listings against the client's budget, area and voucher rules, and sends reminders. If a listing is refused or closes, it finds the next match. It checks that required documents are ready for each application and flags any that are close to expiry. It also reads each reply and updates the tracker, so the worker sees one list of what is waiting, what was refused and what is next. The worker approves any outreach to landlords. Edge case: a voucher that expires in 10 days, which makes the agent put time-sensitive listings first.
How it works
Follow the arrows from top to bottom. The orange dashed arrow is the loop: when a check fails, the agent goes back and tries again.
Read the steps as a list
- Daily housing check
- Read the client's applications and deadlines
- Search new listings for the client
- Check each listing against budget and voucher rules
- Rank listings by fit and time left on the voucher
- Worker approves outreach to landlordsThe agent waits here for your OK.
- Send outreach, log contacts and read replies
- Is any application refused or closed?If not: Return to the search and add the next best match. Back to step 3.
- Draft reminders for deadlines and documents
- Are all documents and deadlines on track?If not: Prioritize the late item in the next reminder. Back to step 5.
- Client housing tracker
How it decides
It ranks listings by fit with budget, voucher limits, area and how soon the voucher expires.
- Rent must fall within the voucher limit
- Put listings expiring soon first
- Remind 3 days before each deadline
- Flag documents expiring in 30 days
Make it yours
Every agent is a starting point. You choose these settings for your own situation.
- Budget and voucher rules
- Areas searched
- Reminder timing (default 3 days)
- Listing sources
What keeps you in control
It always asks you first
- Worker approves any contact with a landlord
Hard limits
- Never submit an application without approval
- Do not share client details with landlords without consent
It stops when
- Done: client housed or search continues with a clear tracker
- Stop: client circumstances change and the worker reviews the plan
Set it up
We guide you through the set-up, step by step
Members get the full set-up guide for this agent. No technical skills needed: you copy, paste and upload.
- One set of instructions to paste into your AI, with the clicks for ChatGPT, Claude, Microsoft 365 Copilot, Gemini and Grok
- The agent then walks you through connecting your own data, one source at a time
- A downloadable copy with the flow chart, the rules and the full guide
