What works on your setup

Project lists, RFIs, submittals, statuses across ~175 jobs — no hunting for the right screen.

Ask a plain-English question about a loan doc; get the exact term, section, and source file cited.

Live lease, unit, and charge data from Entrata, built into a clean two-tab workbook.

Leads, tours, applications, leases, renewals, move-ins/outs by community and month, from Entrata.

Sold / in-contract / available / under-construction, homes closed per year, avg $/SF, from Smartsheet.

Reads the Monday performance email and its spreadsheet, rebuilds an on-brand leasing dashboard.

Calendar, external-attendee backgrounds and headshots, formatted into one email before your day starts.

Describe a calculator or lookup in plain language; get a working web page you can open or save to your phone.

Every unit color-coded by leased / on-notice / available — as a grid and overlaid on the real floor plans.

Current aerial imagery of a site with a proposed building composited onto it for early massing and marketing.

Sales status, loan balances, the proforma out of an email, contractor pay apps, listing photos, and current aerials — cross-checked and rendered as a branded PDF brief.

“Have we actually dealt with this person?” — answered from live mail, contacts, and calendar before you reply.

A folder of scanned invoices in Egnyte read in full, deduped, and reconciled item-by-item, ready for audit.

Hand Claude a site plan and a few plain-English rules; get back a color-coded exhibit diagram in minutes.

Claude digs up the exact evidence — IDs, timestamps, error events, what was tried — and writes a ticket support can act on the first time.

Compare the directory and Outlook against your phone, see exactly who's missing, bulk-add and dedupe.

Full work-order history for any unit from Entrata — status, category, dates, description, assigned tech.

An intro or group email arrives; every name, title, email, phone, and company extracted into ready-to-add contacts.

Find a document you can't name exactly — even a link buried inside an old email thread — and get the right share link.

Type three rough lines after a meeting or a site walk, then have Claude pull the calendar entry, the prior email thread and the open items into a real record.

One email before the day starts — everything still open on your list, then today's schedule with a background line and a photo for each non-Thrive person you are about to sit across from.

Workaround if Claude cannot see your reminders: Apple Reminders is only readable from a Home Office setup — there is no connector for it in the browser or the desktop app. So keep the task list somewhere the Microsoft 365 connector can already reach: flag the email in Outlook, or add the item to Microsoft To Do. Both show up in the same briefing. Flagging mail is the lowest-effort version — no new app, nothing to maintain, and it is already a task list whether you thought of it that way or not.

An LOI, a term sheet, a redlined loan agreement, a comment letter, a lease, a proposal. Before you reply or sign, have Claude read it against you rather than for you — what is buried, what is implied but not said, and where a sharp critic would push back.

The question that earns its keep: "what is implied but not said — what is the sender assuming I already believe, or assuming I will not check?" Summaries tell you what a document says. That question tells you what it does.

A pre-mortem instead of a pros-and-cons list. You describe the decision and what you are assuming has to be true; Claude writes the story of how it went wrong six months from now, then works backward to the assumptions worth testing cheaply first.

Add this line or it will just agree with you: "be willing to tell me I should not do this at all." Left out, you get a confident plan for the thing you already decided. Also ask for the smallest reversible version of the decision — that is usually the answer.