Updated 20 September 2026: first published on Elite Agent in May 2025. The article has been refreshed as an AI basics guide to turning an approved checklist into a video script, with checking steps and a link to the free extended tutorial.
A checklist tells a colleague what to do. A useful training video can also show them where to look, what the step means and when to ask for help.
Turning one into the other starts with the procedure. If the checklist is out of date, a polished video simply makes an old instruction easier to repeat.
For a beginner, the useful AI task is turning that checked procedure into a draft script. You supply the steps; the AI suggests how to explain and show them.
This AI basics for real estate guide starts with one short checklist and an agency-approved AI chat tool. You can use ChatGPT or Claude if your agency permits it. No video-generation software is needed for the first exercise: the output is a script you can review before recording.
Choose one task and one audience
Start with a specific job: preparing the agency’s open-home materials, completing a documented handover or finding an approved form. Decide whether the video is for a new colleague, an experienced team member or a client. Each needs a different amount of explanation.
Write down what the viewer should be able to do afterwards. “Find the current checklist and identify who checks the preparation” is a clearer brief than “understand open homes”.
The original article included this water-bill explainer as an example of the format. Treat it as a demonstration, and check any billing guidance against the rules and arrangements that apply to your property.
Can I start with an AI-generated checklist?
Use the agency’s approved procedure, with its owner and review date. Check which steps are required, which are optional and which depend on the property or local requirements.
If you are starting from an AI-generated checklist, have the person responsible for that process review it first. A generated checklist does not establish what legislation or agency policy requires.
The original newsletter’s checklist download has expired. You can use your own approved document; the workflow does not depend on that old file.
Turn each step into something the viewer can follow
A written instruction often needs three elements on screen:
- Narration: the action, explained in ordinary language.
- Visual: the screen, document or physical task the viewer needs to see.
- Check: how the viewer knows the step is complete, or who can help if it is not.
Illustrative example: if your approved procedure says to confirm the advertised inspection time, the video might show where the current campaign details are recorded and identify the person who resolves a discrepancy. Use your agency’s actual process; do not let AI invent a software button or approval step.
How do I turn the checklist into a script with AI?
Open a new chat, copy the prompt below and replace the brackets with your details. Paste a short, approved section of the checklist. Remove client names, addresses and other private information that the script does not need.
Ask for a table so you can compare each original step with the suggested narration and visual:
Turn this approved real estate agency checklist into a training-video script.
Task: [TASK]
Audience and assumed experience: [DETAILS]
Approved checklist and source date: [PASTE TEXT]
Process owner: [ROLE]
Verified screens, documents or demonstrations available: [DETAILS]
Create a table with: source step, narration, suggested visual, on-screen text, and a check for the viewer.
Keep the required steps, order and qualifications intact. Use only the supplied procedure. Do not invent legal requirements, software controls, deadlines or agency policies. Label suggested visuals as suggestions and flag anything we cannot demonstrate from the supplied material.
Start with a brief explanation of what the viewer will learn. End with where to find the current written procedure and whom to ask for help. List unresolved questions separately for the process owner. Use Australian English.What should I check before recording?
Put the AI script beside the source checklist. Has it kept every required step? Has it added a button, deadline or instruction that does not exist? Correct those points with the process owner before using the script.
If the language is too formal, ask: “Rewrite the narration as a colleague explaining this to a new starter. Keep the steps and qualifications unchanged.” Check the revised version again.
You can present the video yourself or use another production format that suits the material. A screen recording may be enough for a software task; a physical demonstration may explain a handover more clearly.
Use demonstration material or remove private client information from anything shown. Read the script aloud. If a sentence is hard to say, it may also be hard to follow.
Have a colleague unfamiliar with that step try to follow the draft. Note where they pause, where the visual does not match the instruction and what they need to ask. Revise those points before recording the rest.
Approve the finished video and keep it current
The process owner should review the final recording, not just the script. Check that the captions, narration and visuals agree and that the viewer can reach the current written procedure.
Record the approval and review date alongside the video. Keep the source checklist and editable script together so that a change to the procedure can be reflected in both. Retire an old recording when it would give the team the wrong instruction.
A sensible first project is one short task that colleagues regularly need explained. Test whether the video helps them complete it accurately, rather than judging success by how polished it looks.
For the full drafting sequence, read my free checklist-to-video tutorial. It includes three prompts for the checklist, script and introduction. If the procedure itself still needs documenting, start with Creating SOPs with AI.
The original version first appeared in Samantha McLean’s AI Powered Agents newsletter. Read the refreshed tutorial on AI Powered Real Estate by Samantha McLean, now on Substack.