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Workflows

Playbook Infrastructure
at Portfolio Scale

Turn repeat analyses into reusable playbooks. One sentence becomes a multi-step workflow that runs across your portfolio in minutes.

Workflow Builder

Build Playbooks in Plain English

Describe renewal exposure, estoppel packages, LOI comparisons — whatever your team runs repeatedly. The builder generates a complete visual workflow: sources, extracts, branches, and outputs you can inspect, edit, and run across your portfolio.

Renewal Exposure Scan
FMV renewals coming due in the next 18 months
Source
Leases
All lease documents
Describe what you want this workflow to do...

Tap any step to inspect or edit its configuration.

Projects

Orchestrate Work at Scale

Project
Cross-Portfolio Closing Package
187 sources · 4 workflows · 748 cells
29%
SourceLease AbstractEstoppel DraftSNDA ReviewInsurance Gap
Flatiron Portfolio84 sources
Whole Foods Market
156 Fifth Ave
DoneRunningDoneQueued
Warby Parker
8 W 23rd St
DoneDoneRunningQueued
Sweetgreen
22 W 23rd St
RunningQueuedQueuedQueued
Midtown Office62 sources
WeWork HQ
1460 Broadway
DoneDoneDoneRunning
Peloton Studio
770 Broadway
DoneNeeds inputQueuedQueued
Westside Industrial41 sources
Amazon Last Mile
450 W 31st St
RunningRunningQueuedQueued
FreshDirect DC
2 Gantry Plaza
QueuedQueuedQueuedQueued
Use casesRefinancingAcquisitionsPortfolio auditsDispositionsLoan closingCAM reconciliations

Bundle sources and workflows into one project. Every cell runs in parallel — across tenants, properties, and deliverables.

Built for Velocity

Your Portfolio. In Parallel.

Every workflow runs as a live pipeline — documents in, analysis and outputs out, every lease at once.

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