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Notion = desk. Your AI = runner.

Paste an engagement email, LOI, or property fact sheet. Ask the agent to create or update Engagement / Client / Comp / Task rows. You drag Status on the board.

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What to ask the agent

• "Add this engagement to CRE Appraisal Desk as Under contract."
• "Create a follow-up Task due Friday for {Client} — {Property}."
• "Log this sale under Comps, related to {Engagement}."
• "Add {Lender / Broker} under Clients."

What stays human

• Fee / scope negotiation
• Comp selection judgment
• Final value opinion

Back to CRE Appraisal Desk.