Recommended next steps

Proppeteer knows the stage, the mandate and the dates of every dossier, and suggests the next step at the right moment: request the documents after the mandate, confirm the deed date, send the candidate list. You don’t forget anything, even when you follow up on twenty dossiers at once.

Note

A recommendation is always a suggestion. Proppeteer never creates a task on its own and never sends anything to a client. You or a colleague accept, snooze or dismiss every recommendation.

Where you see them

• On the property: on the Details tab, in the Lifecycle block, under Recommended next steps.
• In Tasks: the Suggested section shows the recommendations for you and those for nobody in particular, grouped in Overdue, Today, This week and Later.
• On the dashboard: your Today list shows, under Suggested, your recommendations that are due today or earlier.
• After a move: when you move a property to another stage, Proppeteer immediately shows the Suggested next steps for that stage.
• On the property board: a card shows how many next steps are open.

What Proppeteer suggests

A few examples:

Stage or moment	Example recommendation
Prospecting	Plan a valuation or intake visit with the owner. Prepare the brokerage mandate.
For sale / For rent	Request the required documents. Plan the photographer. Write the listing description. Publish on the website and portals. Send the monthly seller progress report.
After sale / After rental	Send the compromis and documents to the notary. Suspensive condition expires: confirm financing. Confirm the deed date. Deed tomorrow.
Closed	Thank the owner and ask for a review or referral. Commission invoice.
Mandate	Cooling-off ends. Mandate ends within 30 or 7 days. Mandate document missing. Client identification incomplete. Send the candidate list.

Important recommendations get the Important label. A recommendation disappears on its own once it is no longer needed, for example when the document has come in.

Handle a recommendation

1. Click the recommendation’s button:
   • Accept for a task. Adjust the Task and the Due date if you like, and click Add task.
   • A button such as Prepare mandate, Request documents, Write report or Candidate list opens the right dialog or tab. You finish the step there yourself.
2. Or click Snooze and choose Tomorrow, Next week or Pick a date. The recommendation comes back on that day.
3. Or click Dismiss and optionally give a Reason. A dismissed recommendation does not come back for the same occasion.

After a move to another stage, the suggested tasks are already checked. Uncheck what you don’t want and click Add tasks (for example Add 3 tasks). Choose Later if you don’t want them now. They simply stay with the recommendations.

AI: drafts the email to the owner for you

For some recommendations, such as the deed information email and the thank-you after closing, you click Compose e-mail. The AI writes a draft in the owner’s preferred language (Dutch, French or English), using the details from the dossier, and opens it in your email dialog. You don’t start from a blank page. The draft is never sent automatically: you see Not sent: review and send it yourself. Read it, edit it and send it yourself, or click Copy.

AI signals from your notes

An owner or admin can turn on AI signals in the settings. It is off by default.

AI: picks up promises and follow-ups from your notes and calls

With AI signals on, the AI reads the notes, calls and other activities you log when they mention an agreement, a date or a milestone. If you write “owner calls back Friday about the price”, you get a “Follow-up: …” recommendation with that sentence quoted next to it. Promises you made yourself (“Commitment: …”) and signs that a dossier is ready for the next stage come up the same way. What you put in a note no longer gets lost in the timeline. Every AI recommendation has the AI label and a word-for-word quote as evidence. You decide whether it becomes a task.

Within AI signals, an owner or admin can also turn on Stale dossier nudge (with AI talking points). That one is off separately. When nothing happens for a long time with a property in Prospecting or For sale / rent, Proppeteer suggests calling the owner, with a few talking points from the latest notes.

Set up recommendations for your agency

Owners and admins go to Settings › Recommendations. There are three packs:

Pack	What it suggests	Default
Lifecycle playbooks	The standard steps per stage	On
Mandates	Cooling-off, end date, documents, identification and lijstbeding	On
AI signals	Follow-ups from notes and calls, and the stale dossier nudge	Off

For each pack you turn the whole group on or off. For each recommendation you can:

• turn it on or off on its own
• change the Offset in days, for example how many days after the start of marketing you want to request the documents
• choose who it is for under Assign to: Responsible agent, Who moved the stage, Author of the note or Nobody (everyone)
• go back to the original setting with Reset to default

See also

• Your dossiers from prospecting to closing
• Follow up on mandates
• Tasks and calendar
• What AI does for you