Workflows

Manage and configure your automated workflows for document processing and analysis.

Real Estate Underwriting Workflow

Streamline your underwriting process with AI-powered document analysis and automated workflows.

Document Upload & Deal Creation

Upload documents and create deals

Create Deal

Create New Deal

Deal Name *

Property

Description

Recent Deals (0)

No deals created yet

Create your first deal above

Upload Documents

📄

Drop files here or click to browse

PDF, Excel, Word files up to 20MB

Supported Types:PDF, XLSX, DOCX

Supported Types: PDF, XLSX, DOCX

Data Mapping

Map documents to deals and document types

AI Prompts

Create and manage AI prompts for document analysis

Build Workflows

Create and design custom workflows

Execute Workflows

Run workflows on your uploaded documents

Execute Workflows

Select Workflow

Select Deal (Optional)

Select Fund

Deal Documents (0 selected)

Unmapped Documents (0 selected)

Upload New Documents

Execution Mode

AI Model Environment

Extract Mode

Multi-Agent Checks

Output Storage

Workflow Results

View workflow execution history and results

Workflow Execution Results

No workflow executions yet

Execute a workflow to see results here

Agent Activity

Real-time supervisor agent evaluation and rule checking

Agent Activity

Live

No agent activity found

Review Queue

Review and acknowledge workflow rule violations before executions are marked complete.

Review Queue

Status

Workflow

Deal

Started By

Date Range

Violation Type

No executions found with current filters