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Memory

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Instructions

Add instructions to guide the AI for this project.

Files

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Teammates

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Business Tools

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Video Library

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OnTrack

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Live

Client Agent

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Live

Client Trust Accounts

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Live

Fee Analysis

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OnTrack

Coming Soon

What it does

AI-powered meeting recorder and tracker. Captures meetings, generates summaries, extracts action items, and automatically sends out to-dos and recaps to attendees.

Status

Live — record meetings and send AI summaries to participants.

My Meetings

No meetings yet. Start your first recording!

Clients

Client management tools

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Client Overview

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Budget Manager

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Alerts

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Live

Billing

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Live

Studio Review

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Financials

Financial oversight, billing, and reporting tools

Live

CFO

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Live

Billing

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Marketing

SEO, content, advertising, and reputation tools

Live

SEO Command Center

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Live

Content Engine

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Live

Google Ads Manager

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Live

SEO Hub

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Content Engine

Coming Soon

What it does

AI-powered content calendar, performance analytics, content briefs, scoring, keyword cluster mapping, and actionable recommendations to grow organic traffic.

Sample Data — Content Engine demo for Greenbridge Properties

Content Calendar

Content Performance

Content Briefs

Content Health Breakdown

Keyword Clusters

Action Items

Google Ads Manager

Coming Soon

What it does

Monitor campaign performance, track ad spend and ROAS, analyze keyword costs, and get AI-powered recommendations to optimize your Google Ads budget.

Connect Your Google Ads Account

Connect Google Ads to track campaign performance, monitor spend, and get AI-powered optimization recommendations.

Campaign Metrics

Keyword Data

Budget Tracking

Campaigns

Recommendations

Top Keywords

Organic vs Paid Intelligence

SEO Hub

Coming Soon

What it does

Your complete SEO dashboard — AI executive briefs, search traffic, visibility grades, trust scores, page speed, competitor analysis, and topic coverage all in one place.

What people search for to find your site. High impressions with low clicks = opportunity to improve your title and description.

Query	Clicks	Impressions	CTR	Position
Connect your Google account to see data.

Sales

Sales and client acquisition tools

Live

Social Media Manager

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Live

Potential Clients

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Live

P&L Analysis

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P&L Analysis

Coming Soon

What it does

Upload a P&L statement or financial document. AI analyzes it against city benchmarks, flags issues, and generates a professional report with actionable recommendations.

Drag & drop your financial documents

P&L statements, operating reports, rent rolls, or any financial document

PDF, Excel, or CSV

Almost Done

Help us tailor our recommendations by answering a few quick questions.

Portfolio Size

Property Types

Multifamily Single-Family Commercial Mixed-Use HOA / Condo

How satisfied are you with your current property management?

Biggest Pain Point

Timeline to Evaluate New Management

Preferred Contact Method

Email Phone Either

Management Tools

Select a tool to get started

Live

Owner Reports

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Live

Compliance Guide

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Live

Photo Editor

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Live

Ad Description Writer

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Live

Document Manager

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Live

PDF Tools

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Live

Unit Turn Bid

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Live

Bid Review

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Live

Weekly Owner Update

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Live

OnCall Guide

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Live

Competitor Price Search

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Owner Reports

Coming Soon

What it does

Upload a bulk owner report PDF. The tool scans for duplicate charges, flags low account balances, and reviews maintenance notes for professionalism — then hands off to Chat where you review findings and draft reports one owner at a time.

Drop your file here

Upload a bulk report in PDF, Excel (.xlsx), or CSV format. Your coworker will read each owner's data and walk you through it one at a time.

Compliance Guide

Coming Soon

What it does

Ask compliance questions and get answers grounded only in your actual documents — your company handbook, lease templates, Oregon landlord-tenant law (ORS 90), Portland renter relocation rules, and screening criteria. No general LLM knowledge is used.

Document Library

0 loaded

No documents uploaded yet.

Bid Review

Coming Soon

What it does

Reviews vendor and contractor bids, compares pricing, flags outliers, drafts approval emails, and helps managers make informed decisions.

Upload Bid Documents

Upload vendor estimates, bid proposals, or invoices to get started. You can also paste details directly in the chat.

Drag and drop files here

or click to browse

PDFs, images, or text files

Unit Turn Bid

Coming Soon

What it does

Walk vacant units, snap photos on your phone, and get AI-generated per-unit turn/renovation bids with line items, cost estimates, and PDF export.

Property Name

Tap to take photo

Saved Projects

Weekly Owner Update

Coming Soon

What it does

Generates tailored weekly owner updates and portfolio reports from your property management exports — including vacancy, delinquency, leasing activity, showings, and guest cards.

Knowledge Base

Upload Weekly Reports

Upload your vacancy report, tenant tickler, delinquency report, rental applications, and any optional showing or guest card data.

Drag and drop files here

or click to browse

PDFs, CSVs, spreadsheets, images, or text files

Ad Description Writer

Coming Soon

What it does

Generates compelling listing descriptions for vacant properties using AI. Enter property details and get professional ad copy ready to post.

Do you have an existing listing?

If this property already has a listing online, paste the link below and we'll use it as a starting point.

Any files to share?

Photos, floor plans, or property docs help us write a better ad.

Drag and drop files here

or click to browse

Images, PDFs, or text files

Photo Editor

Coming Soon

What it does

AI-powered photo editor. Edit each photo with text prompts, skip ones you want to keep as-is, or delete unwanted photos. Download all kept photos as a ZIP.

Drag and drop photos here

or click to browse files

Document Manager

Coming Soon

What it does

Upload, organize, and manage compliance documents for your company. Documents are processed and indexed for AI-powered search — tools like the Compliance Guide reference only your uploaded documents, never the internet.

Tool

Upload Documents

Drop files here or click to browse PDF, Word, Excel, Text, Images (max 50MB)

0 documents

PDF Tools

Coming Soon

What it does

Compress, merge, split, rotate, watermark, add page numbers, password-protect, or convert documents to PDF — all without leaving the portal.

Compress

Merge

Split

Rotate

Page Numbers

Watermark

Protect

Office to PDF

Upload a file to preview

Maintenance Agent

today HVAC not heating at Oakwood 205 — scheduled today 3PM ⊙ Acknowledge

2d HVAC filter replacement due for Oakwood (24 units) ⊙ Acknowledge

4d Q1 fire extinguisher inspection scheduled Feb 15 ⊙ Acknowledge

General

1d Pam Cotton (Evergreen Capital) waiting on email response ⊙ Acknowledge

today 4 meetings scheduled for today ⊙ Acknowledge

Leasing Agent

today Lease renewal for Unit 302 expires in 30 days ⊙ Acknowledge

1d New application received — Jessica Torres for Riverbend 118 ⊙ Acknowledge

3d 3 lease renewals expiring in 60 days — no response yet ⊙ Acknowledge

Marketing Agent

today Riverbend 214 listing missing garage photos ⊙ Acknowledge

2d Social media post scheduled for Thursday needs review ⊙ Acknowledge

today Competitor dropped price — Riverbend visibility at risk ⊙ Acknowledge

AIO Agent

today New tool submission from Marketing team awaiting review ⊙ Acknowledge

3d Weekly AI usage report ready for review ⊙ Acknowledge

Studio Agent

1d Training recording for Bid Review pending cleanup ⊙ Acknowledge

2d Change request submitted for Owner Reports tool ⊙ Acknowledge

CFO Agent

today Monthly revenue variance report ready — 3 properties flagged ⊙ Acknowledge

2d Q1 budget review deadline approaching ⊙ Acknowledge

Client Agent

today Greenbridge Properties onboarding checklist 80% complete ⊙ Acknowledge

3d Client check-in reminder: Oakwood Residences (overdue) ⊙ Acknowledge

CTO Agent

today Edge function deployment: 2 functions updated this week ⊙ Acknowledge

2d API usage trending 15% above forecast ⊙ Acknowledge

Build and improve the agents and tools that power your operations

Build an Agent

Create a new AI agent with guided setup

Improve an Agent

Update specs, record training, or request changes

Build a Tool

Prototype a new tool or feature with AI

Improve a Tool

Request changes or record training for existing tools

Agent specs, change requests, and prototypes from the team

Agent Builder

Let's build a new agent together

Before we dive in, tell me about your idea. What should this agent do? Who is it for? What problem does it solve?

Be as detailed as you can — the more context you share upfront, the better the agent will be.

Most people complete this in about 25 minutes

Upload reference documents

Upload any documents that will help me understand what you're building — AppFolio pages, SOPs, emails, reports, screenshots, anything useful. The more context you share, the better the agent will be.

Files are optional. Click Next to skip.

Drag & drop files here

PDFs, Word docs, images, spreadsheets — anything that helps describe what this agent should do

Improve Agent

Agent Specification

Training Log

No training entries yet. Record a training or make changes to start building this agent's knowledge.

What's your idea?

Describe it and let's build it together

Select a Tool

Choose which tool you'd like to improve

Improve a Tool

Additional Notes

Attachments

Upload Files

Prototyping...

Improving...

Submissions Board

Prototypes, change requests, and agent specs from the team

Invite Team Members

Send an invite link to add team members to your company.

Pending Invites

Team Members

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Set up your company

Welcome back

AI Usage Policy

1. Purpose & Scope

2. Training & Expectations

3. Approved Tools Only

4. Experimentation & Feedback

5. Employee Accountability

6. AI as a Support Tool

7. Confidentiality & Professionalism

8. Intellectual Property & Departures

9. Transparency

10. Company AI Accounts

11. Incident Reporting

Policy Signed

Select your coworker

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How can I help you today?

Chats

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Business Tools

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Video Library

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Powered by

OnTrack

What it does

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My Meetings

Meeting Summary

Client Agent

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Placeholder Notes

Client Trust Accounts

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Fee Analysis

What it does

Status

Clients

Client Overview

Budget Manager

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Client Overview

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Financials

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Billing

CFO

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Billing

What it does

Status

Marketing

SEO Command Center

Content Engine

Google Ads Manager

SEO Hub

SEO Command Center

Content Engine

What it does

Content Calendar

Content Performance

Content Briefs