Create the Claude Project and Instructions · Claude AI for Real Estate Social Media: Build Your Assistant

Name your assistant like a human, e.g., Sarah
Project instructions define who you are and your market
Include your price point, e.g., $500,000 in Austin area

Step	Action
1	Open Claude desktop and click Project
2	Name it 'social media assistant'
3	Paste and save personalized instructions

Do this in your own tools, step by step. Ticks are saved on this device.

Open the Claude desktop app, click 'Projects,' then 'Create New.' Name your project 'Social Media Assistant' (or give it a human-like name such as 'Sarah'), add a brief description like 'Create social media posts and post them,' and click 'Create Project.'
Inside your new project, click 'Add Instructions.' Paste your prepared setup instructions that describe who you are, your market, your niche, the clients you serve, and your typical price point (e.g., $500,000 in the Austin area), then save.
Create a dedicated folder inside the project for all upcoming files and reference materials, ensuring the assistant has a centralized place to access your content instead of leaving the project blank.

What does the instruction do?

Tells the assistant who you are and what market you serve

Why name it like a human?

So you can reference it naturally

00:00 Claude AI for real estate agents is a game-changer for social media. Are you tired of spending hours on Canva trying to create a social post or using generic templates that looks like everyone else's? In this video, I'm going to show you step-by-step how to create a social media assistant using Claude so you can create unique social media carousel posts that helps you stand out. Let's

00:22 get started. So, first thing you want to do, you want to make sure you have Claude desktop app installed and you want to come here and make sure you have the right connector. Before we get to connectors, we're going to create our social media assistant. So, you want to click here to project and click create new. You're going to name it social media assistant. I personally like naming my social media assistant something that I can reference

00:47 to like a human being. So, let's call my social media assistant Sarah. Sarah's are usually really good at it. And we're going to describe it as create social media posts and post them is probably enough. We don't need to create context, but we do need to create project. So, now that we have the social media assistant Sarah

01:10 created, first thing you want to do, you want to add instructions. So, I'm going to paste this instruction right here. So, it basically explain who you are, what you do. And by the way, if you want to get access to the social media assistant setup from Inman Claude for real estate down below and I'll send you a link to get access to the things I show you here in my video. So, the setup instruction, what it does is that it

01:31 tells this content assistant what it's supposed to do primarily. Because if you don't have a project instruction set up correctly, you will become a generic slob. And the way we want to create outstanding content that's unique, it needs to understand who we are, the market that we serve so it can help us create better content. So, for example, some of the things it does is that it

01:54 knows about who I am, the market that I focus in, the area that I usually focus on in terms of homes I sell, the people I serve, and then what are their budget, right? The price point I'm more of is about $500,000 here in Austin area. This is a good balance for me in terms of attracting clients and what I can do for them. So, he has a lot of details about me and we can save this instruction. So, now we

02:18 have the instruction created. So, every time when I talk to Sarah about creating social media post, you will remember the instruction it gives, which is that here's who I am, here's the market I serve, so help me create content around there. And then the next thing we want to do is that we want to make sure we add a folder. A folder is important because it encapsulate everything that I'm going to show you from here onwards. So, if you just leave it blank, it won't