Workflow Recipes
Choose a workflow, practice with sample data, walk through it manually, or ask the assistant to help with the next step.Difficulty
Availability
31 workflows
Manual paths open existing product surfaces. Assistant paths only open reviewed prompts.Beginner
Practice / Manual
Included
Learn the review-first workflow
Practice the core loop with sample work: review the next step, record what happened, and see the suggested follow-up.General
Investor
Wholesaler
Agent
Prerequisites
- Workspace access
- Willingness to practice with sample data before touching live records
Steps
Not started
Learn the loop
Pick a market/source
Stage records
Review/approve
Record outcome
Access
The current manual route is available, but its feature-local sample feed is not the global demo seed.Readiness
Manual ready
Outcome ready
Needs evidence
Record outcome and review follow-up
Proof linked in verification evidence
Guided tour available
Nothing to automate
Beginner
Manual / AI-assisted
Usage or source dependent
Pick a first market and source
Choose a market, inspect available public-source options, and decide which source is safe to try first.General
Investor
Wholesaler
Agent
Prerequisites
- Workspace access
- A city, county, or state you want to learn
- Patience to verify source readiness before sampling rows
Steps
Not started
Learn the loop
Pick a market/source
Stage records
Review/approve
Record outcome
Access
The starter catalog is safe to inspect. Live source coverage and imports depend on source readiness.Readiness
Manual ready
Sample ready
Needs evidence
Review outcome report and follow-up
Proof linked in verification evidence
Guided tour available
AI helper pending
Beginner
Practice / Manual / AI-assisted
Usage or source dependent
Create your first reviewable opportunity
Turn one safe source, list, or sample row into a review item so you can practice the full loop.General
Investor
Wholesaler
Agent
Prerequisites
- Workspace access
- One supported source, sample row, contact, or imported list
Steps
Not started
Learn the loop
Pick a market/source
Stage records
Review/approve
Record outcome
Access
Availability depends on the selected source and workspace readiness.Readiness
Manual ready
AI-assisted ready
Outcome ready
Needs evidence
Record outcome and review follow-up
Proof linked in verification evidence
Guided tour available
AI helper ready
Beginner
Practice / Manual / AI-assisted
Usage or source dependent
Find leads from public records
Find a public property source, run Reality Check, add it only if useful, and prepare rows for review.Investor
Wholesaler
Agent
General
Prerequisites
- Workspace access
- A city, county, or state to inspect
- You do not need a lead list yet
Steps
Not started
Find a public property source
Run Reality Check
Add the source only if useful
Prepare review rows
Check Source Activity
Access
Public-source availability depends on the market, source, and workspace readiness.Readiness
Manual ready
AI-assisted ready
Sample ready
Outcome ready
Record outcome and review follow-up
Proof linked in verification evidence
Guided tour available
AI helper ready
Beginner
Practice / Manual / AI-assisted
Workspace availability applies
Review a new lead reply
Review one inbound written reply, approve a non-sending handoff, and record the explicit outcome.Agent
Investor
Wholesaler
General
Prerequisites
- An authenticated workspace session
- A real inbound reply in an approved workspace or the bounded local/test fixture
Steps
Not started
Open the inbound reply
Review message evidence and cautions
Mark the reply reviewed
Approve the non-sending handoff
Record one explicit outcome
Access
Try with the bounded local fixture. Live lead-triage availability depends on your workspace.Readiness
Manual ready
AI-assisted ready
Sample ready
Outcome ready
Record outcome and review follow-up
Proof linked in verification evidence
Guided tour available
AI helper ready
Beginner
Practice / Manual / AI-assisted
Workspace availability applies
From reply to attended appointment
Complete the provider-independent Wave 1 chain from a written reply through a reviewed handoff, qualification, local appointment, and attended outcome.Agent
Investor
Wholesaler
Operations Lead
General
Prerequisites
- An authenticated local/test workspace for sample practice
- The bounded Wave 1 fixture prepared
Steps
Not started
Review the inbound reply
Approve the non-sending handoff
Qualify the linked lead
Create the local appointment
Record attended
Access
The full chain is sample-ready locally; live lead-triage availability depends on your workspace.Readiness
Manual ready
AI-assisted ready
Sample ready
Outcome ready
Record outcome
Proof linked in verification evidence
Guided tour available
AI helper ready
Beginner / Intermediate / Advanced
Practice / Manual / AI-assisted
Workspace access required
From a list to a reviewed follow-up
Import a small list, resolve one real issue, review one exact contact, create a separately confirmed internal follow-up task, and record what happened.Agent
Investor
Wholesaler
Operations Lead
General
Prerequisites
- Workspace access
- Lead Engine access in the current workspace
- A small contact CSV or the bounded local test fixture
Steps
Not started
Start one durable guided run and review workspace readiness
Import a bounded contact list and resolve every required row decision
Choose the exact imported contact and record a current contactability review
Review the internal follow-up recommendation
Confirm creation of one linked task separately
Access
The guide reads current Lead Engine access and provider readiness from the workspace before each step.Readiness
Manual ready
AI-assisted ready
Sample ready
Outcome ready
Record outcome and review follow-up
Proof linked in verification evidence
Guided tour available
AI helper ready
Beginner
Practice / Manual / AI-assisted
Workspace availability applies
Qualify the lead
Review the contact evidence after an approved reply handoff and record one explicit qualification decision.Agent
Investor
Wholesaler
General
Prerequisites
- A reviewed reply with an approved handoff
- Access to the linked contact
Steps
Not started
Open the linked contact
Review reply and contact evidence
Resolve stale or conflicting evidence
Choose one qualification decision
Verify the recorded result
Access
Try with the bounded local fixture. Live qualification availability depends on your workspace.Readiness
Manual ready
AI-assisted ready
Sample ready
Outcome ready
Record outcome and review follow-up
Proof linked in verification evidence
Guided tour available
AI helper ready
Beginner
Practice / Manual / AI-assisted
Workspace availability applies
Schedule and record a local appointment
Review timing and conflicts, create one local appointment record, and later record attendance or no-show.Agent
Investor
Wholesaler
General
Prerequisites
- A reviewed qualification decision
- A local date, time, and appointment type
Steps
Not started
Review the proposed time
Check local conflicts and linkage
Create the local appointment
Wait until the appointment ends
Record attended or no-show
Access
Local appointment recording is available only when the reviewed Wave 1 workflow is available to your workspace.Readiness
Manual ready
AI-assisted ready
Sample ready
Outcome ready
Record outcome
Proof linked in verification evidence
Guided tour available
AI helper ready
Beginner / Intermediate / Advanced
Practice / Manual
Usage or source dependent
Complete one bounded local campaign test
Verify one deterministic local delivery and a separate exact outcome without a live provider send.Agent
Investor
Wholesaler
Operations Lead
General
Prerequisites
- Campaign Hub access
- Local fixture mode
- One eligible local recipient
Steps
Not started
Select a local-test campaign
Prepare one reviewed delivery operation
Use separate native approval and execution confirmations
Record a separate exact outcome
Read back the full local receipt
Access
The deterministic local fixture is available only in supported local/test environments.Readiness
Manual ready
Sample ready
Outcome ready
Needs evidence
Record outcome and review follow-up
Proof linked in verification evidence
Guided tour available
Deliberately yours
This workflow really delivers messages, even though only to your approved test audience — deciding to deliver is always yours, never automated.Beginner / Intermediate / Advanced
Practice / Manual
Provider setup required
Prepare an AI Dialer call without calling
Prepare and verify one exact bounded call review, then stop before approval or execution.Agent
Investor
Wholesaler
Operations Lead
General
Prerequisites
- Validated Twilio selection
- Available owned number
- Consented contact
Steps
Not started
Inspect provider, number, consent, DNC, time-window, and disclosure readiness
Choose one exact contact and purpose
Prepare the locked review
Verify status remains not started
Access
A validated canonical connection, owned number, consent, and compliance setup are required.Readiness
Manual ready
Sample ready
Outcome ready
Needs evidence
Review outcome report and follow-up
Proof linked in verification evidence
Guided tour available
AI helper pending
Intermediate
Manual / AI-assisted
Included
Clean up a seller list
Bring in a seller list, compare what changed, and review missing or conflicting fields before follow-up.Investor
Wholesaler
Operations Lead
General
Prerequisites
- Workspace access
- A CSV, spreadsheet, or small seller list to inspect
Steps
Not started
Bring in the list or source
Review detected fields and source notes
Stage changed or uncertain rows for review
Approve only the records that have enough proof
Access
Manual list review is available without provider enrichment.Readiness
Manual ready
Outcome ready
Needs evidence
Record outcome and review follow-up
Proof linked in verification evidence
Guided tour available
AI helper pending
Advanced
Practice / Manual
Workspace access required
Match a deal to buyers
Review which buyers may fit a deal, why they appear, and what should be checked before outreach.Investor
Wholesaler
Operations Lead
Prerequisites
- Workspace access
- A deal or property to evaluate
- Buyer criteria or buyer records
Steps
Not started
Open Buyer Network or the buyer-match review surface
Review buyer criteria and match explanation
Open the recommended buyer or match group
Choose whether to follow up, skip, or gather more proof
Access
Buyer matching depends on Buyer Network access in your workspace.Readiness
Manual ready
Outcome ready
Needs evidence
Record outcome and review follow-up
Proof linked in verification evidence
Guided tour available
AI helper pending
Beginner
Practice / Manual
Included
Review today's work queue
Open the daily queue, understand why each item matters, and choose the next reviewed action.Agent
Investor
Operations Lead
General
Prerequisites
- Workspace access
- At least one task, lead, message, or document item to review
Steps
Not started
Open Mission Control
Scan priority items and the reason each item is being shown
Open the item that needs attention
Take the next reviewed action or leave it queued for later
Access
Mission Control is available for authenticated workspaces, but its current feature-local sample feed is not the global demo seed.Readiness
Manual ready
Outcome ready
Needs evidence
Record outcome and review follow-up
Proof linked in verification evidence
Guided tour available
Nothing to automate
Intermediate
Practice / Manual
Included
Check if follow-up worked
Review recent outcomes, see what changed after follow-up, and decide whether another step is worth taking.Agent
Investor
Operations Lead
General
Prerequisites
- Workspace access
- Recorded outcomes or sample outcome data
Steps
Not started
Open outcome reporting
Review the outcome loop report
Compare completed work against replies, appointments, or next-step changes
Choose the follow-up that is still worth doing
Access
Recorded outcome reporting is available from the Outcomes report.Readiness
Manual ready
AI-assisted ready
Outcome ready
Review outcome report and follow-up
Proof linked in verification evidence
Guided tour available
AI helper ready
Intermediate
Manual
Workspace availability applies
Handle supported Wave 1 exceptions
Recognize supported caution, stale-evidence, conflict, cancellation, and no-show paths without inventing unsupported automation.Agent
Investor
Wholesaler
Operations Lead
Prerequisites
- Familiarity with the base reply-to-attendance chain
- An existing record in an exception state
Steps
Not started
Identify the exception
Review the caution or conflict evidence
Use the supported native decision
Confirm only the selected mutation
Verify the resulting state
Access
Supported exceptions can be reviewed manually; unavailable exceptions stay explicitly pending.Readiness
Manual ready
Outcome ready
Needs evidence
Record outcome and review follow-up
Proof linked in verification evidence
Guided tour available
AI helper pending
Advanced
Manual
Included
Verify the reviewed workflow
Check visible trust properties for the Wave 1 chain without exposing internal payloads, personal data, or implementation jargon.Operations Lead
General
Prerequisites
- A completed or partially completed Wave 1 sample chain
Steps
Not started
Check workspace ownership
Replay one exact action safely
Verify source linkage
Compare completion with outcome
Confirm no provider effects
Access
Read-only trust checks are available from the reviewed workflow records.Readiness
Manual ready
Outcome ready
Review outcome report
Proof linked in verification evidence
Guided tour available
Nothing to automate
Beginner / Intermediate / Advanced
Practice / Manual / AI-assisted
Workspace access required
Complete your first Property Intel analysis
Review one exact property and its evidence, save a sourced analysis, append a correction, and optionally attach the reviewed version to a same-property deal.Agent
Investor
Wholesaler
Operations Lead
Prerequisites
- Property Intel access in the current workspace
- One exact workspace property
- At least one explicit comparable with a source, observation date, price, adjustment, and rationale
Steps
Not started
Select one exact workspace property and review evidence dates, freshness, and gaps
Enter explicit sourced comparable inputs and review the calculated estimate
Confirm saving analysis version 1
Change one reviewed input and confirm an append-only correction as version 2
Optionally confirm one same-property deal attachment
Access
Property Intel access is required; the guided analysis itself uses local workspace records and makes no provider request.Readiness
Manual ready
AI-assisted ready
Outcome ready
Record outcome and review follow-up
Proof linked in verification evidence
Guided tour available
AI helper ready
Beginner / Intermediate / Advanced
Manual / AI-assisted
Workspace access required
Review one private-lender candidate
Inspect one exact workspace candidate, record an explainable review decision, prepare a non-sending handoff, record one internal outcome, and read back the append-only history.Investor
Wholesaler
Operations Lead
Prerequisites
- Buyer Network and lender-review access in the current workspace
- One existing candidate with a stored candidate lender type or positive loan-specific field
- Permission to record lender-candidate review history
Steps
Not started
Choose one exact candidate and inspect evidence, conflicts, confidence, freshness, and missing information
Confirm, correct, reject, defer, or mark the evidence insufficient with one explicit review confirmation
For a current confirmed or corrected review, confirm one non-sending handoff receipt separately
Record one reviewed internal outcome separately
Refresh and read back the exact current review, handoff, outcome, and append-only history
Access
Buyer Network and the lender-review power-up are required. The workflow reviews existing workspace candidates only.Readiness
Manual ready
AI-assisted ready
Outcome ready
Needs evidence
Record outcome
Proof linked in verification evidence
Guided tour available
AI helper ready
Beginner / Intermediate / Advanced
Practice / Manual / AI-assisted
Workspace access required
Complete a protected deal lifecycle
Review one exact deal and its task or document evidence, confirm a stage-only move to Closing, record a manual signature state, and capture won or lost with append-only correction history.Agent
Investor
Wholesaler
Transaction Coordinator
Operations Lead
Prerequisites
- Workspace access and permission to edit the selected deal
- An active deal currently at Under Contract
- A closing date, current approved contract review, completed paperwork, and no unresolved high-risk blocker
Steps
Not started
Open the exact deal and review its linked task and document evidence
Confirm one reviewed offer or contract decision without changing the stage
For an approved contract, review the closing date, completed paperwork, and blockers
Prepare a fresh readiness proposal and review what will and will not change
Confirm exactly one stage change to Closing
Access
Availability depends on your workspace and permission to edit the selected deal.Readiness
Manual ready
AI-assisted ready
Outcome ready
Record outcome
Proof linked in verification evidence
Guided tour available
AI helper ready
Beginner / Intermediate / Advanced
Practice / Manual / AI-assisted
Workspace access required
Complete a reviewed Buyer Network handoff
Review one buyer’s criteria and funding, bind a ranked match to an exact Property Intel version, shortlist, prepare a non-sending package, record manual handoff and response, then associate the reviewed result with the unchanged deal.Investor
Wholesaler
Operations Lead
Prerequisites
- Buyer Network access
- A same-workspace deal with one exact attached Property Intel analysis version
- An active buyer profile and current criteria, funding, and contactability review
Steps
Not started
Open the exact deal and select one exact buyer profile
Review and confirm current criteria, funding, contactability, consent, suppression, and channel evidence
Select the exact attached Property Intel version and review explainable rankings
Confirm recording the ranked match and shortlist separately
Confirm preparation of one non-sending package
Access
The reviewed chain requires Buyer Network access, one exact deal, one buyer, and one attached Property Intel version.Readiness
Manual ready
AI-assisted ready
Outcome ready
Record outcome and review follow-up
Proof linked in verification evidence
Guided tour available
AI helper ready
Beginner
Practice / Manual / AI-assisted
Workspace access required
Follow up after client portal engagement
Review one valid controlled-share engagement, create an internal task only when appropriate, and record a structured outcome without inferring client intent.Agent
Transaction Coordinator
Operations Lead
Prerequisites
- Complete a controlled document share first
- Client Portal access
- An exact active share, recipient, and recorded view or download
Steps
Not started
Open the exact controlled share and recipient engagement
Review view, download, repeat count, freshness, and share or document state
Mark the engagement review complete without inferring intent
Confirm one internal follow-up task separately when current evidence allows it
Record no action needed or another supported operator-entered outcome separately
Access
This workflow requires a valid controlled share and Client Portal access in the workspace.Readiness
Manual ready
AI-assisted ready
Outcome ready
Record outcome and review follow-up
Proof linked in verification evidence
Guided tour available
AI helper ready
Intermediate
Manual
Workspace access required
Handle supported Wave 2 exceptions
Recognize supported blocked, stale, ineligible, invalid, repeated, or alternative-outcome cases without forcing the normal path.Agent
Investor
Wholesaler
Transaction Coordinator
Operations Lead
Prerequisites
- Access to an exact deal, buyer, or portal record in a supported exception state
Steps
Not started
Open the exact reviewed item and identify its current exception state
Read the blocker or caution before choosing any mutation
Refresh stale evidence or choose the supported non-mutating path
Record only a supported alternative outcome when the product allows it
Access
Exception handling depends on access to the affected deal, buyer, or portal record.Readiness
Manual ready
Outcome ready
Needs evidence
Record outcome and review follow-up
Proof linked in verification evidence
Guided tour available
AI helper pending
Advanced
Manual
Workspace access required
Verify reviewed deal, buyer, and client workflows
Verify the trust controls of each independent Wave 2 workflow without implying that all three belong to one transaction.Operations Lead
General
Prerequisites
- Complete at least one reviewed Wave 2 workflow
- Access to its native history and outcome view
Steps
Not started
Choose one completed Wave 2 workflow to verify
Confirm every mutation had its own review and confirmation
Refresh the native record and inspect stable source-to-result linkage
Compare technical completion with the separately recorded business outcome
Confirm that no forbidden provider or unrelated workflow effect occurred
Access
Verify only the reviewed workflows and records your workspace can access.Readiness
Manual ready
Outcome ready
Needs evidence
Review outcome report
Proof linked in verification evidence
Guided tour available
Nothing to automate
Intermediate
Practice / Manual
Workspace access required
Share a document with a client
Choose a document, review portal access, share it with a client, and confirm the client path works.Agent
Transaction Coordinator
Operations Lead
General
Prerequisites
- Workspace access
- A document ready to share
- A client portal recipient
Steps
Not started
Open the document workspace
Select the document that should be shared
Review the recipient and portal access settings
Share the document and confirm the client download path
Access
Controlled document sharing depends on Client Portal access in your workspace.Readiness
Manual ready
Outcome ready
Needs evidence
Review outcome report
Proof linked in verification evidence
Guided tour available
Yours to judge
Intermediate
Manual / AI-assisted
Provider setup required
Set up email safely
Check whether Gmail or an email provider is connected before trying to sync, draft, or send anything.Agent
Investor
Wholesaler
Operations Lead
General
Prerequisites
- Workspace access
- A Gmail or email provider account you control
Steps
Not started
Open provider-neutral email integration settings
Run the non-sending readiness check
Review connected account, scopes, and safety gates
Sync recent messages only after the provider looks ready
Access
Requires setup. Readiness depends on the provider connected to your workspace.Readiness
Manual ready
Needs evidence
Review outcome report
Proof linked in verification evidence
Guided tour available
Yours to judge
Beginner / Intermediate / Advanced
Manual / AI-assisted
Provider setup required
Connect and validate SendGrid
Validate and record a canonical SendGrid connection without sending email.Agent
Investor
Wholesaler
Operations Lead
General
Prerequisites
- Workspace owner or administrator access
- A SendGrid API key you control
Steps
Not started
Inspect access and current connection
Validate a candidate before saving
Save with a separate native confirmation
Verify the sanitized operation receipt
Access
Workspace owner or administrator access and a SendGrid account are required.Readiness
Manual ready
AI-assisted ready
Outcome ready
Needs evidence
Review outcome report and follow-up
Proof linked in verification evidence
Guided tour available
Deliberately yours
Connecting SendGrid means entering your API key, and the assistant never handles your credentials — this step is yours.Beginner / Intermediate / Advanced
Manual / AI-assisted
Provider setup required
Connect and validate Twilio
Validate and record a canonical Twilio connection without sending SMS or placing a call.Agent
Investor
Wholesaler
Operations Lead
General
Prerequisites
- Workspace owner or administrator access
- A Twilio account SID and auth token you control
Steps
Not started
Inspect access and current connection
Validate a candidate before saving
Save with a separate native confirmation
Verify the sanitized operation receipt
Access
Workspace owner or administrator access and a Twilio account are required.Readiness
Manual ready
AI-assisted ready
Outcome ready
Needs evidence
Review outcome report and follow-up
Proof linked in verification evidence
Guided tour available
Deliberately yours
Connecting Twilio means entering your account SID and auth token, and the assistant never handles your credentials — this step is yours.Beginner / Intermediate / Advanced
Manual
Workspace access required
Prepare a Campaign Hub launch without sending
Create a current launch review, recover named blockers, and leave delivery for a separate decision.Agent
Investor
Wholesaler
Operations Lead
General
Prerequisites
- Campaign Hub access
- One draft or scheduled campaign
Steps
Not started
Select one exact campaign
Inspect access, content, audience, provider, quota, and compliance
Record a current launch review
Verify the campaign remains unsent
Access
Campaign Hub access and one workspace-owned draft campaign are required.Readiness
Manual ready
Outcome ready
Needs evidence
Review outcome report and follow-up
Proof linked in verification evidence
Guided tour available
AI helper pending
Beginner / Intermediate / Advanced
Manual
Included
Understand workspace access and capacity
Read current access, usage limits, provider execution readiness, and capacity without changing billing.Agent
Investor
Wholesaler
Operations Lead
General
Prerequisites
- An authenticated workspace session
Steps
Not started
Open the current workspace access snapshot
Review lifecycle, entitlements, usage, and capacity separately
Follow a native fallback for any blocked item
Verify the snapshot authority and timestamp
Access
The guide explains the current server-owned access, usage, and capacity snapshot.Readiness
Manual ready
Outcome ready
Needs evidence
Review outcome report and follow-up
Proof linked in verification evidence
Guided tour available
Nothing to automate
Beginner / Intermediate / Advanced
Manual
Workspace access required
Set up a deal pipeline
Choose a starting point, shape the real deal stages, and save the workspace pipeline from the page where your team will manage it.Agent
Investor
Wholesaler
Operations Lead
General
Prerequisites
- An authenticated workspace session
- Pipeline read access
- Pipeline create and update access to save
Steps
Not started
Open the real Pipeline Builder and choose a useful starting template
Name the pipeline and choose the process it represents
Review, rename, add, remove, or reorder the actual deal stages
Save through the real Pipeline Builder control
Return to Pipelines and confirm the saved pipeline is available
Access
Pipeline read access is required to inspect the builder; create and update access are required to save the real workspace pipeline.Readiness
Manual ready
Outcome ready
Needs evidence
Review outcome report and follow-up
Proof linked in verification evidence
Guided tour available
AI helper pending