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Workflows

Automate How
Your Team Works

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

How It Works

From Sentence to Playbook

Ask the builder
Generates a multi-step workflow in seconds

The Workflow Builder

One Sentence. A Working Workflow.

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 its configuration.

Conditional Logic

Every Lease Is Different

Source
Leases
104 active
Extract
Extract Renewal Terms
4 fields
Conditional
Route by Rent Basis
3 conditions
Fair Market Value
Extract
Pull FMV Logic
2 fields
Result
Renewal Report
Report
34 leases
Fixed Escalation
Extract
Pull Escalation
2 fields
Result
Renewal Report
Report
58 leases
No Unexercised Options
Stop
Mark Expiring
End workflow
12 leases

Conditionals route each lease down the right path. One workflow, every scenario — no forked spreadsheets, no manual triage.

Output Formats

Any Answer. Any Format.

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

Q&A, tables, reports, or draft documents — every workflow ends with exactly the output your team needs.

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