Guides
Step-by-step guides to get the most out of Propstreet.
Working with the Agent
Meet Propstreet Agent
The AI colleague inside Propstreet — your pipeline, your network, your way of working, already built in.
10 min readTalk to your files
Drop a PDF, spreadsheet or image into the Agent — or use the files already on your case — and ask anything in plain English.
6 min readWorking with reports
Save the Agent's analysis as a report you can revise and share with your team or your seller.
6 min readSchedule the Agent
Let the Agent work on a clock or when activity in your network triggers it.
6 min readTeam skills
Capture your team's process once and let the Agent follow it every time.
5 min readWorking on a case
Search inside a case
Cut through a busy case fast — type a name, a tag, or tag:logistics to find the prospect, room or message you need.
5 min readAdd prospects to a case
The one place to put investors on a case — search your network, copy from another case, or paste a list of emails. Duplicates are flagged as you go.
5 min readSplit a case across your team
Give each prospect a responsible broker, filter the list by team member, and change who owns a case from the 3-dot menu.
5 min readReach investors
Share with your seller
Your network
Manage your network
Keep your network up to date with contacts, investment strategies and tags.
5 min readAI suggestions
Let the AI suggest updates to investment strategies based on your interactions.
4 min readContent language and translation
Pin AI-generated text to one firm-wide language so a German team reads German and a Finnish team reads Finnish — and translate any one piece into your own language with a click.
5 min readImport contacts
Import contacts and companies in bulk from CSV or spreadsheets via a guided 4-step process.
4 min readData Enrichment
Automatic monitoring of company news, transactions and events in your network.
3 min read