Senior Automation Engineer Needed – CRE Deal Intake AI Agent (Email → NDA → OM → Drive)

Senior Automation Engineer Needed – CRE Deal Intake AI Agent (Email → NDA → OM → Drive)

We are a commercial real estate investment firm receiving hundreds of broker emails daily with new opportunities.

We already have:

✅ Email classification
✅ CRM creation
✅ Email thread summarization
✅ Draft replies
✅ Google Drive → CRM ingestion pipeline

What we need built:

A deal intake automation agent focused ONLY on handling inbound opportunities.

This is NOT a ChatGPT bot.

This is a production automation system.

⸻

Core Responsibilities

Build an agent that:

1. Gmail Monitoring (3 inboxes)
• Watches Gmail via API
• Detects deal-related emails
• Identifies:
• OM attachments
• OM links
• NDA links
• NDA attachments

⸻

2. Property Data Extraction

From email + OM:
• Property name
• Address
• Price (if available)
• Basic deal metadata

Output to structured JSON for CRM ingestion.

⸻

3. Offering Memorandum Handling
• Download OM PDFs (attachments or gated links)
• Upload to Google Drive
• Confirm successful upload

Once in Drive, our existing automation handles CRM creation.

⸻

4. NDA Automation (critical)

Support:
• PDF NDAs
• DocuSign
• Custom broker portals

Agent must:
• Use stored company info + signature
• Complete NDA forms
• Track NDA status per property
• Handle multiple NDAs across multiple emails
• Respond back internally when NDAs are completed

Human approval is NOT required.

⸻

5. Website Deal Rooms

When brokers provide gated links:
• Navigate site
• Fill required forms
• Submit NDA
• Retrieve OM

These are varied broker websites (not standardized).

⸻

Technical Expectations

You must be experienced with:
• Gmail API
• Playwright or Puppeteer
• Browser automation
• PDF parsing / OCR
• LLM orchestration
• Workflow/state machines
• Retry logic / idempotency
• Google Drive API
• Secure credential handling
• Cloud deployment

Bonus:
• CRE experience
• n8n
• DocuSign automation
• Human-in-the-loop systems