Workflow RecipesInspect the starter catalogLocal learning progress only. No recipe action has started in this browser.
Quest log
Beginner
Manual / AI-assisted
Usage or source dependent
General
Investor
Wholesaler
Agent
Pick a first market and source
Choose a market, inspect available public-source options, and decide which source is safe to try first.Access And Alternatives
The starter catalog is safe to inspect. Live source coverage and imports depend on source readiness.Can I try sample data?
Inspect the static starter catalog without adding a source or changing CRM records.Can I do it manually?
Use Government Data and run the non-writing Reality Check before setup.Can the assistant prepare it?
The assistant can explain the path, but the recipe does not claim a callable setup tool yet.What access is required?
An authenticated workspace session · A market to inspectIs there a usage or provider dependency?
Imports, enrichment, and provider-backed sources may have separate readiness or usage limits.What if access is unavailable?
Compare available sources without importing rows or calling a paid provider.Beginner practice
No live provider, billing, sending, or CRM mutation starts here.Use the Government Data starter catalog
Start in the public-source catalog so you can inspect markets and source readiness before adding a real source.- Open the Government Data starter catalog.
- Look for supported or sample-ready public sources.
- Choose a market to learn before you connect or add anything live.
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 practice with sample data before touching live records.
- How to check what happened and decide whether another step is worth doing.
What Happens Next
Review outcome report and follow-up- Source selected
- Readiness understood
- Next source step suggested
Ways To Practice
Sample pathStarter catalog can show supported and unsupported sources without requiring live CRM changes.
AI helper pathPending until this helper path has enough proof.I am new and want to pick a first market and public source. Help me find a safe source to try, explain what it can and cannot prove, and ask before adding anything.
- Confirm the market before proposing a source.
- Confirm before adding or diagnosing a source.
Prerequisites
- Workspace access
- A city, county, or state you want to learn
- Patience to verify source readiness before sampling rows
Readiness And Safety
Manual ready
Sample ready
Needs evidence
- Do not imply every county has a ready API or sample-ready source.
- Keep manual-only, parser-needed, and provider-enrichment sources clearly labeled.
- Teach source readiness before encouraging CRM changes.