AI Task Generation
Don't want to build your task checklist from scratch? Let AI analyze your transaction and suggest tasks for you.
How it works
- Open a transaction and go to the Tasks tab
- Click the AI Generate button
- AI looks at your transaction details — property type, state, parties involved, timeline — and suggests a task checklist
- Review the suggestions — each task shows a name, priority, and estimated due date
- Select the tasks you want to keep (or select all)
- Click Add Tasks
That's it. The tasks appear in your list with priorities and due dates already set.
What makes the suggestions good
AI doesn't just generate a generic checklist. It considers:
- Transaction type — A residential purchase has different tasks than a commercial lease
- State-specific requirements — Different states have different disclosure and compliance requirements
- Your existing tasks — AI avoids suggesting tasks you've already added
- Timeline — Due dates are calculated based on your contract and closing dates
AI vs. Templates
Both AI generation and task templates can populate your task list. Here's when to use each:
| Use AI generation when... | Use templates when... |
|---|---|
| You want tasks tailored to this specific deal | You have a proven checklist you use every time |
| It's an unusual transaction type | You want consistent tasks across all deals |
| You're not sure what tasks you need | You've already customized a template you love |
You can also use both — apply a template first, then run AI generation to catch anything the template missed.