Talk to your files

The Agent reads what's in your files, not just the filename. Drop in an offer letter PDF, a comparables spreadsheet, or a photo of a term sheet you got over WhatsApp — or just ask about the rent roll that already lives in a Case Room — and you get an answer back in plain English.

Each file is read with the right tool for its type — a PDF as pages, a spreadsheet as a table, an image with vision. Every file you upload anywhere in Propstreet — into a Case Room, onto an Offer, on a Case note, or as a chat attachment — feeds the same index. Ask "find me the lease that mentions an indexation cap" and the Agent looks across everything you have access to.

Open the Agent panel and pick whichever way fits what you're doing.

• Drag and drop a file from your desktop straight onto the chat. The whole conversation dims and shows the prompt "Drop file to attach to your message" so you know it's about to land in the right place. Let go and the file appears as a chip above the input with its name and size.
• Click the Attach file icon next to the input. A file picker opens, you choose a file from your device, and it shows up as a chip just like a dropped file.
• Paste a long block of text straight into the input. Anything longer than about two thousand characters is automatically converted into a "Pasted text" attachment so the input field stays readable. Useful for emails, lease clauses, term sheets you've copied from a PDF.

Supported file types: PDF, plain text (.txt), Markdown (.md), CSV, Excel (.xlsx), Word (.docx), and images (.png, .jpg, .jpeg, .webp, .gif). Files up to 100 MB.

Files you uploaded to a Case Room, attached to an Offer, or saved as a Case note are searchable by the Agent the same way — you don't have to download and re-attach them.

Open the Agent on the case and ask:

• "Find the rent roll for this case and tell me the three largest tenants."
• "Search the data room for any document that mentions an indexation cap."
• "List the offer files from Acme Investment Partners and summarise the one with the highest price."
• "Which of the diligence documents reference WAULT, and what numbers do they give?"
• "Find the lease for unit 4 in the data room and read me the rent-review clause."

The Agent picks the right tool — sometimes a straight file listing ("show me all files"), sometimes a content search across what's inside them ("find the lease that mentions…") — and replies with file chips you can click to download in one step.

The Agent doesn't just see the filename — it reads what's inside. How depends on the type.

Whether the file came from chat or from a case, the Agent treats it as text it has just read — it can quote from it, summarise it, translate it, compare it against your case data, or use it as input for a draft email or a saved report.

Once a file is in the conversation — attached or already on the case — the Agent can answer the kind of question you'd otherwise have a colleague read for. Seven examples:

• "Summarise this rent roll — who are the largest tenants, what's the WAULT and what's expiring in the next twelve months?"
• "Extract the key terms from this lease — rent, term, indexation, break options, security."
• "What does this offer say about the financing — is it cash, bank-financed, anything conditional?"
• "Compare this valuation against the comparable transactions on the case — does the price per square metre look in range?"
• "Translate this clause into English and tell me if anything in it is unusual."
• "Draft a one-paragraph summary of this prospectus I can send to a logistics-focused investor."
• "Across all the diligence files in this Case Room, what's the average WAULT, and which lease is shortest?"

If the answer is worth keeping, follow up with "save this as a report and link it to the case" — the Agent turns the analysis into a saved document the rest of the deal team can read. Working with reports →

When the Agent mentions a file, it shows up as a chip with a small icon for the file type (PDF, Excel, Word, generic). Click the chip and the file downloads — you don't have to dig through the data room to find it.

This works for files anywhere the Agent has access — Case Room files, Offer files, Case notes, files you uploaded yourself. The download honours the same access rules as the rest of Propstreet: if you can see the file in the case, you can download it from the chat. Files outside your access aren't surfaced in the first place.