> How AeroIDX workflows connect to GoHighLevel: snapshot setup, custom fields, saved searches, and the automations that keep clients engaged.

*Source: https://aeroidx.com/snapshot/ — this is the markdown version of that page, generated at build time.*

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# AeroIDX Snapshot Overview

These snapshot workflows help real estate agents stay on top of client activity by sending timely notifications and emails, surfacing saved-search updates, and keeping lead follow-ups moving. With these tools, teams can focus on the best opportunities and keep clients engaged without extra effort.

## Workflows

### Quick Navigation

[Handpicked Listings Email](https://aeroidx.com#handpicked-listings) [Request More Info](https://aeroidx.com#request-more-info) [Saved Search + Immediate Send](https://aeroidx.com#saved-search-immediate) [Saved Search New Property Check](https://aeroidx.com#saved-search-refresh) [Saved Properties Price Drop Update](https://aeroidx.com#saved-properties-price-drop)

### Handpicked Listings Email

Send a handpicked list of properties to a lead with a ready-to-go email that delivers the curated listings.

![Handpicked listings workflow](https://storage.googleapis.com/msgsndr/BpjwzymeUJ3TMoHwUyXL/media/695dc8f8a0a484a6b6e38d79.png)

-   Uses the handpicked listings email template
-   Delivers the listings exactly as prepared elsewhere
-   Great for personalized outreach without extra setup

Used for curated, handpicked listing campaigns.

#### Custom Fields Required

-   RC Send Listings Email Subject
-   RC Send Listings Email Message
-   RC Send Listings Email Content

### Request More Info

When a lead requests more information, this workflow notifies the assigned user and confirms the request with the contact.

![Request more information workflow](https://storage.googleapis.com/msgsndr/BpjwzymeUJ3TMoHwUyXL/media/695dc9e5d461d47f28b98308.png)

-   Uses the user notification email template
-   Sends the contact confirmation email
-   Keeps the conversation moving without manual steps

Ensures buyers, admins, and agents receive aligned information.

#### Custom Fields Required

-   RC Last Request Info Email Content
-   RC Last Request Info Buyer Notification Content
-   RC Last Request Info Admin Email

### Saved Search + Immediate Send

Delivers new matches as soon as they are found, giving leads a fast, timely update on their saved search.

![Saved search immediate send workflow](https://storage.googleapis.com/msgsndr/BpjwzymeUJ3TMoHwUyXL/media/695dc9e530b9c0012287bea3.png)

-   Uses the saved search new listings email template
-   Sends updates immediately instead of waiting for a daily digest
-   Keeps search engagement high with timely alerts

Drives instant saved-search emails when requested.

#### Custom Fields Required

-   RC Saved Search Updates Content
-   RC Trigger Immediate Notifications

### Saved Search New Property Check

Finds new listings that match saved search criteria and delivers a daily update to the contact.

![Saved search new match workflow](https://storage.googleapis.com/msgsndr/BpjwzymeUJ3TMoHwUyXL/media/695dc9e5d461d4f88db98312.png)

-   Uses the saved search new listings email template
-   Runs on a daily cadence to share fresh matches
-   Only sends when there are new results to report
-   Keeps saved search leads consistently informed

Keeps notifications aligned with the latest inventory.

#### Custom Fields Required

-   RC Saved Search Updates Content
-   RC Saved Search Results URL

### Saved Properties Price Drop Update

Sends a daily summary of price drops on saved properties, so leads stay aware of new opportunities.

![Saved properties price drop workflow](https://storage.googleapis.com/msgsndr/BpjwzymeUJ3TMoHwUyXL/media/695dc9e5d461d45da4b98307.png)

-   Uses the saved properties price drop email template
-   Runs daily at 9:00 AM
-   Sends one summary email with all price drops

Ideal for highlighting new price movement without spamming.

#### Custom Fields Required

-   RC Saved Properties Updates Content

### Automation Snapshot

A quick view of AeroIDX workflows and the GHL custom fields they touch, so your team knows what fires and when.

Included with AeroIDX

[Get Snapshot](https://app.aeroidx.com/integrations)