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Workflows

Automate How
Your Team Works

Chain document analysis, term extraction, risk assessment, and report generation into reusable workflows that execute in minutes instead of days.

Visual Builder

Build Once, Run Forever

Create multi-step workflows that chain document analysis, comparisons, and outputs into automated processes.

Anchor Tenant Risk Assessment

8 leases selected • Flatiron Portfolio

Workflow Steps
Select Documents
Choose leases to analyze
Extract Terms
Pull co-tenancy & kick-out clauses
Risk Analysis
Calculate exposure scenarios
Generate Report
Create executive summary
Live Output

Click Run to execute workflow

Flexible Outputs

Every Format You Need

Configure workflow outputs for natural language answers, structured data tables, comprehensive reports, or auto-populated documents.

Question
"What is our total rent exposure if Whole Foods exits?"
Answer
Based on analysis of 8 leases in the Flatiron Portfolio, 3 tenants have co-tenancy clauses tied to Whole Foods. Total exposure if Whole Foods exits:
Rent abatement risk$1.8M / year
Termination risk$620K / year
Sources
Whole Foods Lease § 4.2Warby Parker Lease § 12.1Lululemon Lease § 8.4

Template Library

Start with Proven Workflows

Pre-built templates for common CRE workflows. Customize to match your team's specific processes.

Deal Screening

Automated term extraction and risk flagging for new acquisitions

4 steps•156 uses

Lease Comparison

Side-by-side term comparison across multiple leases

3 steps•89 uses

Estoppel Generator

Auto-populate estoppel certificates from lease data

2 steps•234 uses

Compliance Audit

Check insurance requirements and expiration dates portfolio-wide

5 steps•67 uses

Renewal Analysis

Identify upcoming renewals and analyze option terms

3 steps•112 uses

Batch Abstraction

Extract key terms from multiple documents simultaneously

2 steps•445 uses

Team Workflows

Standardize Across
the Organization

Share workflows across teams to ensure consistent processes. Every team member follows the same playbook for screening, diligence, and reporting.

  • Template Library
    Save and reuse workflow configurations
  • Access Controls
    Team-level visibility and permissions
  • Execution History
    Full audit trail of all workflow runs
Team Library4 workflows
Acquisition Screening v3
Deal Team • 45 runs
2 hours ago
Monthly Insurance Audit
Asset Management • 12 runs
1 day ago
Estoppel Generator
Legal • 89 runs
3 hours ago
Renewal Pipeline Report
Leasing • 23 runs
5 hours ago

Automate Anything

Every workflow is a living pipeline that ingests documents, executes analysis steps, and produces outputs across your entire portfolio simultaneously.

Loan Maturity Schedule
23 at risk
Estoppel Generation
156 drafted
Budget vs Actuals
$2.3M flagged
LOI vs Lease Compare
12 deviations
Co-Tenancy Exposure
$3.4M exposure
CAM Reconciliation
$847K found
Amendment Reconciliation
487 reconciled
Renewal Pipeline
234 due
Insurance Gap Analysis
47 gaps
Rent Roll Extraction
Roll ready
Exclusivity Check
3 violations
Early Termination
56 rights
Ground Lease Review
All mapped
Guarantor Analysis
$89M total
TI Allowance Tracking
$3.4M left
Sales Breakpoint
18 near
OpEx Audit
$456K var
Holdover Liability
12 risks
Assignment Review
67 verified
SNDA Verification
189 clear
Parking Rights
All mapped
Sublease Audit
23 active
Use Clause Check
Verified
ROFO / ROFR Tracking
12 active
Tax Escalation
$890K exp
Commencement Letters
89 drafted
Loan Maturity Schedule
23 at risk
Estoppel Generation
156 drafted
Budget vs Actuals
$2.3M flagged
LOI vs Lease Compare
12 deviations
Co-Tenancy Exposure
$3.4M exposure
CAM Reconciliation
$847K found
Amendment Reconciliation
487 reconciled
Renewal Pipeline
234 due
Insurance Gap Analysis
47 gaps
Rent Roll Extraction
Roll ready
Exclusivity Check
3 violations
Early Termination
56 rights
Ground Lease Review
All mapped
Guarantor Analysis
$89M total
TI Allowance Tracking
$3.4M left
Sales Breakpoint
18 near
OpEx Audit
$456K var
Holdover Liability
12 risks
Assignment Review
67 verified
SNDA Verification
189 clear
Parking Rights
All mapped
Sublease Audit
23 active
Use Clause Check
Verified
ROFO / ROFR Tracking
12 active
Tax Escalation
$890K exp
Commencement Letters
89 drafted