AI Actions

The signed listing agreement already holds the property, the sellers, the dates, and the price. Hand it to Pipeline and the file builds itself while you check the work. Introduction New listing intake is the same twenty minutes every time. Some...

Pipeline read your document, but a value came back blank, landed somewhere you didn't expect, or doesn't match the contract. Each of these has a cause, and each is fixable on the review screen before you save. A Field Came Back Blank Pipeline l...

A field on your transaction changed after an AI Update , and it held a value you wanted to keep. Here's why it moved, and how to set it right. Applying the Update Writes Every Change You Didn't Rewind The summary of changes is a list of everyt...

You ran an AI Create or an AI Update and never saw a heads-up. Good news first: your result is fine either way. The notice is a convenience, not the thing itself, and the document is holding your result until you get to it. You Were Still in ...

You ran AI Update on a new document and a value you expected to move came back the same. Work through these in order — the cause is usually one of four things, and the last one is just a manual edit. The Run Never Started Attaching a document...

Pipeline filled the transaction, but one of the people on it isn't who you expected — a duplicate turned up, the wrong existing contact got attached, or an email address is off. Here's why, and how to set it right before you save. The Wrong Perso...

You ran an AI Create , and the transaction isn't in your transactions list. Good news first: it almost certainly still exists, and it's waiting for you where the run left it. The Result Was Never Confirmed This is the usual ending. AI Create ...