New underwriting

Connections

Connect tools and channels so the agent can read, write, and notify on your behalf.

Available connectors

Live connectors work today; setup connectors need credentials in `.env.local`.

Telegram
setup

Chat with the agent, forward OMs/PDFs, and get proactive deal alerts.

Setup: docs/telegram-setup.md

Google Workspace
setup

Create Sheets, Docs, and Slides; send and triage Gmail; update the pipeline tracker.

Setup: docs/google-auth-setup.md

OM Upload
live

Upload PDFs and images directly to the agent from the web app or Telegram.

Email (Gmail)
setup

Receive IC-ready summaries and send outbound messages. Covered by Google Workspace.

Setup: docs/google-auth-setup.md

Slack
planned

Get notified when the agent finishes a model or needs approval.

Market Data
planned

Pull comps, market rent, and submarket trends into assumptions.

CRM
planned

Sync deal metadata and push model summaries back to your deal pipeline.

Permissions

Control what the agent is allowed to do with connected tools.

Read documents
OMs, rent rolls, operating statements
Write models
Export files back to Google Workspace
Send notifications
Telegram alerts and Gmail summaries
Require approval for external writes
Human-in-the-loop for email, files, and sheet updates

Connector strategy

Google Workspace uses a service account today (fastest path). For personal Gmail, Salesforce, Slack, and other OAuth tools, the next step is Vercel Connect.

Read the design doc