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Notion = desk. Your AI = runner.

Paste a credit memo, vendor bid email, or surveillance calendar. Ask the agent to create or update Appraisal Order / Asset / Vendor / Task rows. You drag Status on the board.

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What to ask the agent

• "Add this appraisal order to Lender Appraisal Desk as RFP out."
• "Create a Task due Friday to chase {Vendor} on {Asset}."
• "Update {Asset} expiration date from this report."
• "Log {Firm} under Vendors with typical fee."

What stays human

• Vendor selection / RFP decision
• Accept vs revise report
• Credit risk judgment

Back to Lender Appraisal Desk.