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AI Workflows · Make.com

AI-Powered SMS Reply Handler & Transaction Status Updater

AI reads agent SMS replies and runs the right chain: approve, flag an addendum or ask to clarify.
Date
Mar 2026
Platform
Make.com

What this build does

An automated Make scenario that receives agent SMS replies, uses AI to detect the intent behind the message, and triggers the correct chain of actions automatically. When an agent approves a document it updates the transaction record in Airtable, sends a DocuSign notification, and confirms back to the agent. When an addendum is needed it flags the file and notifies for drafting. When a reply is unclear it updates the record and sends a clarification request with numbered options — mirroring exactly how a real transaction coordinator manages agent communication at scale.

Screenshots

AI-Powered SMS Reply Handler & Transaction Status Updater — workflow 1
Workflow · 1 / 1

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