You know those tasks that quietly swallow half your week?
Let's hand them off. Think of a workflow as a recipe. Instead of asking your assistant to do one thing at a time, you hand it a sequence of data-backed steps and it works through them in the same order, every time, until you've got a finished deliverable in your hands.
Connect Propalt AI and eight ready-made skills come with your subscription. Run one on its own for a quick job, or chain a few together to take a task from start to finish. Here we'll walk through three workflows for the work that quietly eats your week — the data-heavy stuff.
If you haven’t connected yet, start with Connect the Propalt AI to Claude and ChatGPT.
Prospecting
Turn “who should I be contacting in my patch?” into a finished list.
- Audience builder— set the criteria: portfolio landlords, downsizing owners, stale listings, or postcodes showing price growth.
- Landlord data— Propalt AI links individual and corporate landlords to the properties they own, including portfolios held through limited companies that a single title search would miss.
- CSV export— drop the list straight into your CRM or a mail-merge, ready to action.
Re-run it weekly — the data refreshes every 24 hours, so you only see who is genuinely new.
Valuation and pricing
Produce the evidence behind a price, not the price alone.
- Comparable property— surface recent sales near the subject, matched on type and size, with sold price, date, EPC, floor area, tenure, and council tax band.
- Pricing report— generate a vendor-ready valuation with a 1-to-100 Marketability Index, four scenario bands, and sold comparables as evidence.
- Price-reduction case— if the property stalls, turn days-on-market and fresh comparables into a clear, data-backed case for a new asking price.
Client reporting
Keep vendors informed without eating your evenings.
- Area and market reports— the blog post writer skill turns local sold data into area guides and seller or buyer reports for any UK postcode.
- Negotiation packs— when an offer comes in, the offer negotiation pack skill assembles market context, comparable evidence, and negotiating room into a single document.
Keep workflows reliable
- Ground every figure in Propalt data, and have the workflow flag missing data rather than estimate.
- Lean on the 24-hour refresh so each run uses current intelligence, not a stale snapshot.
- Watch your credits — prove a workflow on your free 500 before running it across the team.