Workflow RecipesThe guide follows the durable records behind this workflow. Opening a page does not prove a step; the server checks the exact workflow chain after every change.Inspect deal readinessLocal learning progress only. No recipe action has started in this browser.
Quest log
Beginner / Intermediate / Advanced
Practice / Manual / AI-assisted
Workspace access required
Agent
Investor
Wholesaler
Transaction Coordinator
Operations Lead
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.Guided Complete a protected deal lifecycle
Server verified
Beginner
Beginner guidance
Purpose, terms, evidence, safety, and the exact next click. The underlying workflow and confirmation boundaries stay the same.Access And Alternatives
Availability depends on your workspace and permission to edit the selected deal.Can I try sample data?
Authenticated local testing has a bounded fixture, but the global demo does not show the real readiness and transition path.Can I do it manually?
Open one exact deal and record each reviewed decision, stage, manual signature, and outcome boundary separately.Can the assistant prepare it?
The assistant resolves the exact deal and current server step, then offers one separately confirmed mutation at a time.What access is required?
An authenticated workspace session · Permission to edit the exact deal · An exact deal with the task or document evidence required for its current lifecycle stepIs there a usage or provider dependency?
Deal Pipeline access and a supported current deal state are required; no provider execution is involved.What if access is unavailable?
Review the deal and its blockers without claiming that a stage transition occurred.Steps
Your local learning progress. This is not proof that work was completed.1 of 8: Open the exact deal and review its linked task and document evidenceNot started
- 1Open the exact deal and review its linked task and document evidence
- 2Confirm one reviewed offer or contract decision without changing the stage
- 3For an approved contract, review the closing date, completed paperwork, and blockers
- 4Prepare a fresh readiness proposal and review what will and will not change
- 5Confirm exactly one stage change to Closing
- 6Record a manual signature state without claiming provider proof
- 7Record won or lost separately and optionally append a reversal without deleting history
- 8Refresh the exact deal and read back decision, transition, signature, outcome, and corrections
Beginner Guide
Why this step exists
A stage change should happen only after the exact deal still satisfies the evidence reviewed moments earlier.Evidence to review
- The deal is active and currently Under Contract.
- The closing date and required contract and paperwork reviews are current.
- No unresolved high-risk blocker prevents advancement.
What will change
Separate durable records preserve the reviewed decision, stage-only transition, manual signature state, terminal outcome, and any optional reversal.What will not happen automatically
No message, buyer handoff, financial term, contract, deadline, document, task, provider, or hidden automation changes.What success looks like
The exact deal reads back the protected evidence chain, terminal outcome, and any correction without a provider or financial claim.What This Teaches
- How to start this workflow without guessing the first screen.
- How to use Deal Pipeline 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- Reviewed decision linked to exact task or document evidence
- Deal reads Closing
- One stage transition appears in history
- Manual signature state remains distinct from provider proof
- Won or lost outcome and any append-only reversal are visible
Ways To Practice
Sample pathAuthenticated local testing has a bounded fixture, but the global demo does not reproduce readiness, transition, and history through the native service.
AI helper pathOne exact decision-to-outcome chain with a stage-only transition, manual signature boundary, and append-only correction history.Guide me through one exact protected deal lifecycle. Explain only the current server-verified step and stop before each separate decision, stage proposal, stage execution, signature, outcome, or optional reversal mutation.
- Confirm the reviewed decision separately.
- Confirm persistence of the current stage proposal separately.
- Confirm the stage-only transition after reviewing fresh readiness evidence.
- Confirm the manual signature state separately.
- Confirm the won or lost outcome separately.
- Confirm an optional append-only reversal separately.
Will not do
- No communication or buyer outreach
- No financial, contract, deadline, document, task, or status mutation
- No hidden automation or provider action
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
Readiness And Safety
Manual ready
AI-assisted ready
Outcome ready
- Require fresh readiness before the stage mutation.
- Do not imply that moving to Closing means the deal is closed.
- Require separate confirmations for decision, proposal, transition, signature, outcome, and optional reversal.
- Keep received revenue unavailable without payment or accounting proof.
- Keep buyer outreach and every other downstream workflow separate.
- Treat local learning progress separately from the server-owned transition result.