Battle-tested prompts for commercial real estate work — lease abstraction, market memos, listing copy, LinkedIn posts, AI adoption, and more. Copy, paste, fill in the brackets, and go. Built by the community.
Samples only
AI x CRE provides the following prompts as samples only. There is no guaranty that the output is accurate or sufficient for any purpose other than a demonstration of the potential uses of Artificial Intelligence. Prior to using any prompt, make sure to test and train for your particular use, location and risk tolerance. All use of these prompts is at the sole risk of end user who agrees to indemnify AI x CRE from any and all potential claims arising from the end users use.
Legal-implication prompts
Prompts that touch leases, clauses, estoppels, or other legal documents are intended for personal use only and should not be considered a replacement for the advice of a state licensed attorney. Use caution when sharing this information with others, as in some states it may constitute the practice of law and be subject to civil fines or criminal charges in certain jurisdictions. These prompts are not intended as anything other than a demonstration of the potential uses of Artificial Intelligence. Prior to use of any prompt for any reason, make sure to test and train your model for your particular use, location and risk tolerance. All use of these prompts is at the sole risk of the end user who agrees to indemnify AI x CREW from any and all potential claims arising from the use. These prompts are written to first ask you for the property's state, county, and city.
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Lease & Deals1 variable
Lease Abstract — Plain English
Quickly understand any lease without reading the whole thing
Best for Before a site tour, acquisition DD, or tenant negotiation
Before you begin, ask me for the property's state, county, and city, then wait for my answer.
You are a commercial real estate analyst. I'm going to paste a lease or lease excerpt. Summarize it in plain English with these sections:
1. KEY DATES: Commencement, expiration, renewal options, notice deadlines
2. FINANCIALS: Base rent schedule, CAM/NNN structure, rent escalations, tenant allowances
3. USE & EXCLUSIVES: Permitted use, exclusivity provisions, co-tenancy clauses
4. LANDLORD/TENANT RESPONSIBILITIES: Who pays what, maintenance obligations
5. RED FLAGS: Any unusual, risky, or tenant-favorable provisions
Be concise. Flag anything that needs attorney review.
LEASE TEXT:
[PASTE LEASE EXCERPT HERE]
leaseabstractsummary
Lease & Deals14 variables
LOI First Draft
Draft a clean LOI from deal terms in minutes
Best for After agreeing on deal economics, before sending to counsel
Before you begin, ask me for the property's state, county, and city, then wait for my answer.
Draft a Letter of Intent for a retail lease with the following terms. Professional CRE language, 1 page max. Mark unfilled fields as [TBD].
PROPERTY: [PROPERTY NAME & ADDRESS]
TENANT: [TENANT NAME & ENTITY TYPE]
PREMISES: [SUITE/SPACE, SF]
TERM: [LENGTH] commencing [DATE OR 'upon delivery']
BASE RENT: [$/SF/YR or monthly], [NNN or Gross]
RENT ESCALATIONS: [e.g. 3% annually]
TI ALLOWANCE: $[AMOUNT] per SF
DELIVERY CONDITION: [As-is / Cold dark shell / Warm shell]
PERSONAL GUARANTEE: [Yes/No, duration]
EXCLUSIVITY: [Category if any]
OTHER DEAL POINTS: [LIST ANY]
End with standard non-binding disclaimer and signature block.
LOIletter of intentdeal
Tenant Relations7 variables
Post-Show Broker Follow-Up
Turn trade show connections into warm email threads
Best for Within 48 hours of ICSC, ReCon, or any retail conference
Write a follow-up email to a broker I met at [TRADE SHOW / EVENT]. Under 150 words. Warm but professional. Reference something specific from our conversation.
BROKER NAME: [NAME]
THEIR COMPANY: [COMPANY]
DEAL/TENANT WE DISCUSSED: [TENANT NAME OR DEAL TYPE]
KEY THING WE TALKED ABOUT: [1 SENTENCE]
MY ASK OR NEXT STEP: [e.g. send deal terms / schedule a call / share availability]
MY NAME & TITLE: [YOUR NAME, TITLE, COMPANY]
Tone: collegial, not salesy. Like a note from someone they'd actually want to hear from.
ICSCfollow-upemailbroker
Market Intel7 variables
Tenant Mix Gap Analysis
Identify which tenants are missing and who to recruit next
Best for Annual leasing strategy, vacancy planning, board presentations
I'm analyzing the tenant mix at [PROPERTY NAME], a [TYPE: strip center / power center / lifestyle center / mixed-use] with [SF] of GLA.
Current anchor/major tenants: [LIST]
Current inline tenants: [LIST]
Trade area demographics: [KEY STATS OR DESCRIBE]
Top competitor centers nearby: [LIST]
Please:
1. Identify obvious tenant category gaps
2. Suggest 5-8 specific national or regional tenants that would perform well here, with reasoning
3. Flag any co-tenancy conflicts or cannibalization risks
4. Recommend which tenant categories to grow vs. reduce
Be specific. Skip generic advice.
tenant mixstrategyretail
Lease & Deals11 variables
Deal Memo — Investment Committee
Structure a concise IC memo for any deal type
Best for Acquisitions, major leases, JV pitches
Write a concise IC deal memo for the following transaction. 1-2 pages max. No fluff.
DEAL TYPE: [Acquisition / Lease / Disposition / JV]
PROPERTY: [NAME, ADDRESS, TYPE]
SIZE: [SF / ACRES]
PRICE / RENT: [$ OR $/SF]
CAP RATE: [%]
KEY TENANTS: [LIST]
WALE: [YEARS]
THESIS: [1-2 sentences on why we're doing this]
RISKS: [LIST TOP 3]
RETURNS: [IRR, EM, HOLD PERIOD if available]
RECOMMENDATION: [Proceed / Pass / More DD]
Structure: Executive Summary → Property Overview → Market Context → Financial Summary → Risk/Mitigants → Recommendation
deal memoinvestmentIC
Tenant Relations5 variables
Retailer Outreach Cold Email
Reach out to a target tenant brand with a compelling pitch
Best for Prospecting retailers you don't have a broker relationship with
Write a cold email to a retailer we want to attract. Under 120 words. Goal is to get a response, not close a deal.
RETAILER: [BRAND NAME]
MY PROPERTY: [PROPERTY NAME, CITY, SF AVAILABLE]
WHY THIS IS A FIT: [1-2 compelling reasons: demographics, traffic, co-tenants]
WHAT I WANT THEM TO DO: [Reply / Schedule a call / Review the package]
MY NAME & CONTACT: [NAME, TITLE, COMPANY]
Rules: No cliche subject lines. No jargon. Sound like a person, not a press release.
cold outreachretailerprospecting
Marketing8 variables
Property Marketing Description
Write leasing copy that actually converts
Best for LoopNet/CoStar listings, broker packages, flyers
Write a retail property description for a leasing flyer and CoStar listing.
PROPERTY: [NAME & ADDRESS]
TYPE: [Strip / Power / Lifestyle / Pad / Inline]
AVAILABLE SPACE: [SF range or specific suite]
ANCHORS / CO-TENANTS: [LIST]
TRAFFIC COUNT: [VPD]
DEMOGRAPHICS: [3-mile pop, avg HHI, daytime pop]
KEY SELLING POINTS: [LIST 3-5]
TARGET TENANT: [Category or specific use]
Two versions:
1. SHORT (50 words) - LoopNet/CoStar headline
2. LONG (150 words) - flyer body copy
No broker-speak without specifics. Make it concrete.
marketinglistingcopyCoStar
LinkedIn7 variables
LinkedIn Deal Announcement
Announce a signed deal in a way people actually read
Best for New leases, sales, grand openings, groundbreakings
Write a LinkedIn post announcing a completed deal. Professional but with personality — not a press release.
DEAL: [Lease signed / Sale closed / Grand opening]
TENANT/BUYER: [NAME]
PROPERTY: [NAME, CITY]
SF / DEAL SIZE: [DETAILS]
MY ROLE: [Landlord rep / Tenant rep / Owner]
INTERESTING BACKSTORY: [Optional: how long it took, why this tenant is a great fit]
TONE: [proud / grateful / excited / reflective]
Format: 3-5 short punchy paragraphs. End with question to drive comments. Include 3-5 hashtags.
linkedindealannouncement
Market Intel3 variables
Market Rent Comp Memo
Turn raw comp data into a defensible rent recommendation
Best for Setting asking rent, renewal negotiations, appraisal support
Analyze the following lease comps and write a 1-page market rent memo for [SUBMARKET / PROPERTY TYPE].
COMPS:
[PROPERTY | TENANT | SF | DATE | BASE RENT | STRUCTURE | TI | NOTES]
SUBJECT PROPERTY: [NAME, SF, LOCATION]
Include:
1. Rent range, median, and weighted average
2. Outliers and why they're high/low
3. Recommended asking rent range for the subject
4. Trends (tightening, softening, TI compression)
5. Data quality flags
compsrentmarket analysis
Tenant Relations8 variables
Renewal Negotiation Talking Points
Walk into a renewal conversation with a clear strategy
Best for Lease renewals 12-18 months before expiration
Prepare talking points for a lease renewal negotiation.
TENANT: [NAME]
CURRENT RENT: $[AMOUNT]/SF/YR
MARKET RENT: $[AMOUNT]/SF/YR
LEASE EXPIRY: [DATE]
TENANT HEALTH: [Strong / Stable / At risk - explain]
THEIR LEVERAGE: [e.g. below-market rent, anchor draw]
OUR LEVERAGE: [e.g. waitlist of tenants, strong sales]
OUR GOAL: [e.g. mark to market, retain at slight discount]
Give me: 3 opening positions, 3 concessions we could offer, 3 walk-away signals to watch for, and suggested deal structure.
renewalnegotiationretention
Due Diligence4 variables
Due Diligence Checklist
Generate a complete DD checklist for any acquisition
Best for At LOI execution or start of due diligence period
Generate a detailed due diligence checklist for the following acquisition.
PROPERTY TYPE: [Retail strip / Power center / Mixed-use / Single-tenant NNN]
DEAL SIZE: [$AMOUNT]
HOLD PERIOD: [SHORT / MEDIUM / LONG]
KNOWN RISKS: [e.g. anchor vacancy, deferred maintenance, ground lease]
Organize by: Physical/Environmental | Legal/Title | Financial/Leasing | Operational | Market/Zoning
Flag each item as CRITICAL / STANDARD / NICE TO HAVE.
due diligenceacquisitionchecklist
AI Tools1 variable
AI Prompt: Analyze a Lease Clause
Understand what a clause means and who it favors
Best for Lease review, negotiation prep, tenant education
Before you begin, ask me for the property's state, county, and city, then wait for my answer.
I'm going to paste a lease clause. Explain it in plain English, then tell me:
1. What this clause does and why landlords/tenants typically want it
2. Whether this version favors the landlord, tenant, or is neutral
3. What a more landlord-favorable version would look like
4. What a more tenant-favorable version would look like
5. Red flags or unusual language to flag for my attorney
Note: For informational purposes only, not legal advice.
CLAUSE:
[PASTE CLAUSE HERE]
leaseclauselegal
AI Tools9 variables
AI Prompt: Site Scorecard
Score a retail site for a specific tenant type in seconds
Best for Site selection, broker proposals, investment screening
Act as a retail real estate site selection analyst. Score the following site for [RETAILER / CONCEPT TYPE] on a 1-10 scale.
Address: [ADDRESS]
Available SF: [SF]
Anchors / Co-tenants: [LIST]
Traffic Count: [VPD]
3-Mile Demographics: [Pop / HHI / Daytime Pop]
Visibility / Access: [DESCRIBE]
Rent: $[AMOUNT] NNN or Gross
Competition nearby: [LIST]
Score: Demographics fit | Traffic & access | Co-tenancy | Competitive position | Rent vs. sales potential | Visibility & signage
Final grade (A/B/C/D) + 3-sentence Go / No-Go recommendation.
site selectionscoringretail
Marketing10 variables
Investor Update — Quarterly
Write a transparent quarterly update investors will actually read
Best for End of each quarter, LP reporting
Write a quarterly investor update for a retail property. Professional, transparent, no spin.
PERIOD: [Q and YEAR]
PROPERTY/PORTFOLIO: [NAME]
OCCUPANCY: [%] (vs [%] last quarter)
KEY LEASING ACTIVITY: [New leases, renewals, terminations]
FINANCIAL SUMMARY: [NOI, collections, notable variances]
CAPITAL PROJECTS: [Any in progress or completed]
MARKET CONDITIONS: [1-2 sentences]
CHALLENGES: [Be honest - investors respect candor]
OUTLOOK: [Key milestones, deals in negotiation]
Tone: Confident, factual, respects reader's intelligence.
investor relationsquarterlyreport
LinkedIn4 variables
LinkedIn: Retail Trend Insight
Post a smart CRE take that builds your professional brand
Best for Weekly thought leadership content, post-conference insights
Write a LinkedIn post sharing an observation from retail real estate. NOT a deal announcement. Goal: thought leadership.
TOPIC/OBSERVATION: [e.g. 'Smaller format retail is dominating in secondary markets' / 'What I keep seeing at ICSC that no one's talking about']
MY TAKE: [Your actual opinion - the spicier the better]
EVIDENCE FROM MY EXPERIENCE: [1-2 real examples, anonymized if needed]
QUESTION FOR AUDIENCE: [Something that invites debate]
Format: Hook line -> 3-4 short paragraphs -> question -> 3 hashtags
Tone: Smart, direct, slightly opinionated.
linkedinthought leadershipretail trends
Due Diligence1 variable
Estoppel Certificate Review
Catch tenant carve-outs and discrepancies in estoppels
Best for Acquisition due diligence, financing, lease modifications
Before you begin, ask me for the property's state, county, and city, then wait for my answer.
Review this estoppel certificate and flag:
1. Discrepancies between what the tenant is certifying and what I'd expect
2. Qualifications or carve-outs the tenant has added (red flags)
3. Missing or incomplete fields
4. Anything that could affect enforceability in a sale/financing scenario
5. Suggested follow-up questions for the tenant
Format: Summary -> Red Flags -> Missing Info -> Recommended Follow-Up
ESTOPPEL:
[PASTE HERE]
estoppelleasereview
Tenant Relations6 variables
CAM Reconciliation — Tenant Letter
Explain a CAM true-up clearly so tenants stop pushing back
Best for Annual CAM reconciliation season (Q1)
Write a professional explanation of a CAM reconciliation to send to a retail tenant.
Lease type: [NNN / Modified Gross]
Annual CAM estimate paid: $[AMOUNT]
Actual CAM charges: $[AMOUNT]
Amount owed (or credit): $[AMOUNT]
Main cost driver(s): [e.g. snow removal, insurance increase, roof repair]
Unusual items: [DESCRIBE OR N/A]
Explain the math in plain English. Acknowledge cost surprises. Reference the lease. Under 250 words. Professional but not cold.
CAMreconciliationNNN
Market Intel6 variables
Competitive Center SWOT
Know exactly how to position against competing centers
Best for Leasing strategy, broker presentations, ownership updates
Run a SWOT analysis on a competing retail property vs. mine.
MY PROPERTY: [NAME, TYPE, SIZE, LOCATION]
COMPETING PROPERTY: [NAME, TYPE, SIZE, LOCATION]
ABOUT THE COMPETITOR:
Anchors: [LIST]
Occupancy: [%]
Recent activity: [New tenants, renovations, rezonings]
Perceived strengths: [YOUR OBSERVATION]
Output a clean SWOT table, then write 3 strategic recommendations for how to position against this center in leasing conversations.
SWOTcompetitive analysispositioning
AI Tools1 variable
AI Prompt: Summarize a Market Report
Extract the 10 most actionable insights from any market report
Best for Before leasing meetings, investor calls, or strategy sessions
Summarize this CRE market report for a retail landlord. Extract only what's actionable.
Focus on:
- Vacancy rates and direction (improving/softening?)
- Asking rent trends
- Absorption (positive or negative, and why)
- Active tenants in the market right now
- New supply / construction pipeline
- Submarkets performing above/below average
Skip: methodology, disclaimers, historical tables.
Output: 10-bullet executive summary I can share in a leasing meeting.
REPORT TEXT:
[PASTE HERE]
market reportsummaryresearch
Lease & Deals3 variables
Lease Expiry Risk Memo
Prioritize which lease renewals to chase first
Best for Annual leasing planning, asset management reviews
Analyze upcoming lease expirations and recommend a retention/re-leasing strategy.
PROPERTY: [NAME, TYPE, TOTAL GLA]
EXPIRING LEASES (next 24 months):
[TENANT | SF | EXPIRY | CURRENT RENT | RENEWAL OPTION? | RENEWAL LIKELIHOOD]
MARKET CONDITIONS: [tight/soft, rent trend]
Provide:
1. Tiered risk assessment (High / Medium / Low) for each tenant
2. Priority order for outreach
3. Suggested strategy per tier
4. Overall rollover risk score and valuation implication
lease expiryrolloverrisk
AI Adoption1 variable
AI Acceptable-Use Policy (1 Page)
Draft a plain-English one-page AI use policy
Best for Setting AI ground rules before your team runs ahead
Act as my pragmatic, risk-aware COO. Draft a one-page AI acceptable-use policy for a commercial real estate team of [SIZE]. Cover approved tools, what data must never be pasted into AI, client-confidentiality rules, when a human must review output, and where staff go to ask “is this okay.” Keep it plain English, one page, no legalese.
policygovernanceacceptable use
AI Adoptionno variables
Find the First Task to Automate
Pinpoint the single highest-value task to automate first
Best for Deciding where to start with AI when everything looks automatable
You are an operations analyst. Ask me 5 sharp questions about my weekly tasks, then identify the single task that eats the most hours and is safest to automate with AI. Give me a step-by-step plan to automate it, the tools to use, and how to measure the hours saved.
automationoperationsworkflow
AI Adoption1 variable
Redesign a Workflow Around AI
Map a before/after AI-native workflow
Best for Rebuilding a process instead of bolting AI onto the old one
Help me redesign one CRE workflow around AI instead of bolting AI onto it. The workflow is [LEAD INTAKE / LEASE ABSTRACTION / QUARTERLY REPORTING]. Map the current steps, mark which to keep human and which to automate, and define what “good output” looks like at each step. Output a before/after view in plain text.
workflowredesignautomation
AI Adoptionno variables
5-Hour AI Training Plan
Five 1-hour lunch-and-learns with hands-on CRE reps
Best for Onboarding a team to AI from zero prior experience
Build me a 5-hour AI training plan for a commercial real estate team, split into five 1-hour lunch-and-learns. For each session give the topic, a hands-on exercise using real CRE tasks, and one win people should be able to do by the end. Assume zero prior AI experience.
trainingenablementlunch-and-learn
AI Adoptionno variables
Lease Abstraction Starter
Extract lease terms into a clean table, no guessing
Best for Pulling key terms from any commercial lease without reading it cover to cover
Before you begin, ask me for the property's state, county, and city, then wait for my answer.
Act as a CRE analyst. I will paste a commercial lease. Extract key terms into a clean table: parties, premises, term, rent schedule, escalations, renewal options, key dates, and any unusual clauses. Flag anything ambiguous that a human must review. Do not guess; if something is not in the text, say “not stated.”
LEASE TEXT:
[PASTE LEASE HERE]
leaseabstractionextraction
AI Adoption1 variable
One-Page Market Brief (Sourced)
One-page brief where every figure names its source
Best for Getting a fast, sourced read on a submarket or asset class
You are a CRE research assistant. Give me a one-page market brief for [SUBMARKET / ASSET CLASS]. Include recent rent and vacancy trends, notable transactions, and demand drivers. For every figure, name the source and date, and flag anything you are not confident about. Do not invent numbers.
market briefresearchsourced
AI Adoptionno variables
Shadow-AI Visibility Survey
Non-judgmental 8-question survey plus red flags to watch
Best for Finding out which AI tools your team actually uses
Act as my AI governance lead. Write a short, non-judgmental survey (8 questions max) I can send my team to learn which AI tools they actually use, for what tasks, and with what data. The goal is visibility, not punishment. Then tell me what red flags to watch for in the answers.
governanceshadow AIsurvey
AI Adoptionno variables
Two-Week Exec Fluency Challenge
14 days of sub-15-minute daily AI reps
Best for Building genuine hands-on AI fluency as a leader
You are an AI coach for executives. Give me a 2-week “lead from the keyboard” challenge: one small, real AI task per workday that a CRE leader can do in under 15 minutes, building toward genuine fluency. End each day with a one-line prompt I can copy. No theory, just reps.
leadershipfluencychallenge
AI Adoptionno variables
ROI Quick-Math for One Automation
Hours and dollars saved plus a 3-sentence pitch
Best for Justifying one automation to leadership
Help me build the ROI case for one AI automation. Ask me for the task, hours per week it takes, and a loaded hourly rate. Then calculate annual hours and dollars saved, payback vs. the tool cost, and give me a 3-sentence version I can put in front of leadership.
ROIbusiness caseautomation
Copilot Starter3 variables
Summarize before you read
Get the 5 things that matter out of any long document
Best for A long lease, a dense report, or a runaway email thread
You're my analyst. Read the [document / email thread] below and give me the 5 things that actually matter for [my goal], as short bullets, then one line of “so what.” Flag anything I should double-check.
[Paste text]
summarizecopilotstarter
Copilot Starter5 variables
First draft from notes
Turn rough notes into a polished draft — in your voice
Best for Any email, summary, or post you're staring at a blank page for
Turn these rough notes into a [polished email / summary / post] for [audience]. Keep it [tone] and under [length]. Before you write, ask me anything you need.
Notes: [paste]
draftnotescopilot
Copilot Starter1 variable
Meta-prompt for when you're stuck
Ask Copilot how to ask — it writes you a sharper prompt
Best for When you know the task but not how to phrase the ask
I want to use you for [task] but I'm not sure how to ask. Break it into steps and tell me exactly what to include in a strong prompt for this.
meta promptcopilotprompting
Copilot Starter3 variables
Repurpose one into three
One win, three formats — post, email, and blurb
Best for Turning a single case study or update into a content set
Take this [case study / update] and give me three versions: a LinkedIn post (hook + 3 bullets + CTA), a short client email, and a one-paragraph blurb. Our voice is [describe].
Source: [paste]
repurposecontentcopilotlinkedin
Copilot Broker2 variables
Listing description
Facts-only listing copy in two lengths
Best for LoopNet/CoStar listings and leasing flyers
You're a CRE marketer. Write a listing description using only the facts below; lead with [location / access / amenities]. Give me a 75-word and a 150-word version.
Facts: [paste fact sheet]
listingmarketingcopilotbroker
Copilot Broker4 variables
Prospecting email
A short, warm prospecting email with one clear ask
Best for Reaching a target tenant, buyer, or referral source
Draft a short, warm prospecting email to a [role] at a [company type] about [property / service]. One clear CTA, no fluff, under 120 words.
Context: [paste]
prospectingemailcopilotbroker
Copilot Broker1 variable
Market report to client bullets
Turn a 30-pager into what you can say on a call
Best for Before a client call or leasing meeting
Summarize this market report into 5 client-ready bullets plus 2 talking points for a call. Plain English, no jargon.
[paste/attach] (Premium: attach the file instead of pasting.)
market reportsummarycopilotbroker
Copilot Broker3 variables
Tour follow-up
A follow-up email while the tour is still fresh
Best for Right after a property tour
Write a follow-up email after a tour with [prospect]. Recap what they liked, answer [their question], and propose a next step.
Notes: [paste]
tourfollow-upemailcopilotbroker
Copilot Property Mgmt1 variable
Meeting recap
Decisions, action items with owners, and a follow-up email
Best for Any Teams meeting you need to turn into next steps
Summarize this meeting: decisions, action items with owners and due dates, and any risks. Then draft a short follow-up email to the team.
[paste/attach transcript]
meetingrecapcopilotteams
Copilot Property Mgmt3 variables
Tenant notice
A courteous, clear tenant notice from your details
Best for Scheduled maintenance, access, or building updates
Draft a professional, courteous tenant notice about [topic, e.g., scheduled maintenance] at [property]. Include date/time and who to contact.
Details: [paste]
tenantnoticecopilotproperty
Copilot Property Mgmt1 variable
Rent-roll summary (Premium)
Occupancy, expirations, and top tenants in a clean table
Best for Monthly asset reviews (Premium — attach the file)
Analyze this rent roll: total occupancy, expirations in the next 12 months, and the top 3 tenants by rent. Put it in a clean table.
[attach]
rent rollexcelcopilotpremium
Copilot Property Mgmt2 variables
Owner report
Build the skeleton, then draft the leasing section
Best for Monthly owner/property reports
Outline this month's owner report for [property] — occupancy, financial highlights, leasing activity, capital projects, issues. Then draft the leasing section from these notes: [paste]
owner reportpropertycopilot
Copilot Marketing2 variables
Newsletter from wins
A structured newsletter draft from your recent wins
Best for Monthly member/client newsletters
Draft our monthly newsletter from these updates. Sections: intro, 3 highlights, one client spotlight, a CTA. Voice: [describe].
Material: [paste]
newslettermarketingcopilot
Copilot Marketing3 variables
Event promo
A LinkedIn post and invite email in one pass
Best for Promoting a webinar, conference, or open house
Write a LinkedIn post and a short invite email for [event] on [date]. Benefit-led, one CTA.
Details: [paste]
eventpromolinkedincopilot
Copilot Marketing1 variable
Boilerplate polish
Tighten your company boilerplate — no invented claims
Best for Bios, about blurbs, press-kit copy
Tighten this company boilerplate into 60- and 100-word versions. Don't add any claim that isn't in the source.
Source: [paste]
boilerplatecopycopilotmarketing
Copilot Legal1 variable
Lease abstraction (first pass)
A clean key-terms table you verify — not legal advice
Best for A faster starting point on any lease
Before you begin, ask me for the property's state, county, and city, then wait for my answer.
You're a CRE analyst. Abstract this lease into a clean table: Property, Tenant, Landlord, Lease type, SF, Term, Commencement, Expiration, Base rent, Escalations, Renewals, Security deposit, Permitted use, Notable clauses. Flag anything unusual or that a human must verify. Ask me anything before you start.
[attach lease]
leaseabstractionlegalcopilot
Copilot Legal2 variables
Clause comparison
Surface what moved between two drafts — no legal advice
Best for Comparing two versions of a clause
Before you begin, ask me for the property's state, county, and city, then wait for my answer.
Compare these two versions of [clause]. Show the differences in a table (Version A / Version B / What changed / Why it matters). Just surface differences, no legal advice.
[paste both]
clausecomparisonlegalcopilot
Copilot Legal1 variable
Key dates & obligations
A tickler list of dates, deadlines, and obligations
Best for Building a tickler from any agreement
Before you begin, ask me for the property's state, county, and city, then wait for my answer.
From this agreement, list key dates, deadlines, renewal/termination windows, and ongoing obligations in a table. Mark anything ambiguous for my review.
[attach]
datesobligationslegalcopilot
Copilot Finance1 variable
Offering memo to one-pager
A one-page snapshot plus three questions to ask
Best for Screening an OM fast
Summarize this offering memorandum into a one-page snapshot: property, price, key metrics, tenancy, risks, and 3 questions I should ask.
[attach]
offering memofinancecopilotone-pager
Copilot Finance2 variables
Deal comparison matrix
A column-per-deal Excel view with a verify row
Best for Comparing multiple deals side by side
Compare these [3] deals side by side in an Excel table — a column per deal, rows for the key metrics, plus a 'flags / verify' row.
[attach/paste]
deal comparisonexcelfinancecopilot
Copilot Finance2 variables
Credit-memo outline
Frame the memo and draft the exec summary
Best for Starting a credit or IC memo
Outline a credit memo for [borrower/deal], then draft the executive summary from these facts: [paste]. Note any assumptions I should confirm.
credit memofinancecopilot
Copilot Owner1 variable
Board prep
8 talking points and 3 likely questions with answers
Best for Walking into a board or investor meeting
Turn this deck and these financials into 8 board talking points and 3 likely questions with suggested answers. Keep it high-level.
[attach]
boardprepcopilotowner
Copilot Owner2 variables
Weekly digest (Premium)
Decisions, open items, and what needs you
Best for A Monday-morning catch-up (Premium pulls your inbox)
Summarize my last week of emails on [project] into: decisions made, open items, and what needs me.
[On Basic: paste the threads]
digestemailcopilotpremium
Copilot Owner1 variable
Market scan
A quick, sourced news scan with links to click
Best for A fast read on a market or asset class
Give me a quick, sourced scan of recent news on [market / asset class]. Cite links and flag anything uncertain. Then 3 implications for us.
market scanresearchcopilotsourced
No prompts match that search. Try a different term or category.