Workflow RecipesReview a small list manuallyLocal learning progress only. No recipe action has started in this browser.
Quest log
Beginner
Practice / Manual / AI-assisted
Usage or source dependent
General
Investor
Wholesaler
Agent
Create your first reviewable opportunity
Turn one safe source, list, or sample row into a review item so you can practice the full loop.Access And Alternatives
Availability depends on the selected source and workspace readiness.Can I try sample data?
The existing review sample is feature-local; it is not the global demo seed.Can I do it manually?
Stage a small supported input and review each row before approval.Can the assistant prepare it?
The assistant can prepare the existing Lead Intelligence path with separate confirmations.What access is required?
An authenticated workspace session · A supported source or small inputIs there a usage or provider dependency?
Live imports and enrichment may require source setup, usage allowance, or owner approval.What if access is unavailable?
Paste or upload a small list and review it locally; this does not produce enriched or contacted leads.Steps
Your local learning progress. This is not proof that work was completed.1 of 5: Learn the loopNot started
- 1Learn the loop
- 2Pick a market/source
- 3Stage records
- 4Review/approve
- 5Record outcome
What This Teaches
- How to start this workflow without guessing the first screen.
- How to use Government Data as the manual path.
- How to ask the AI helper for one confirmed step at a time.
- How to check what happened and decide whether another step is worth doing.
What Happens Next
Record outcome and review follow-up- Review item created
- Decision recorded
- Follow-up outcome available
Ways To Practice
Sample pathThe current review sample is feature-local and is not proven through the global demo seed.
AI helper pathReady for one confirmed step at a time.Help me create my first reviewable opportunity from a supported source or sample row. Walk me one step at a time and ask before making changes.
- Confirm the input source.
- Confirm before sampling rows.
- Confirm before creating the review item.
Prerequisites
- Workspace access
- One supported source, sample row, contact, or imported list
Readiness And Safety
Manual ready
AI-assisted ready
Outcome ready
Needs evidence
- Teach that review items are not guaranteed deals.
- Require source proof before approval.
- Do not start outreach from this recipe.