Have a Claude routine build your weekly capital markets deck every Monday morning
PLOT Daily's Jake Heller walks commercial real estate debt and advisory brokers through a four-step setup: define the deliverable, have Claude ask clarifying questions and write the system prompt, create a remote routine in Claude Code, and review the first deck. Every Monday the routine pulls the 10-year Treasury, SOFR and Fed activity, CPI and PCE, Fannie Mae and Freddie Mac indicative rates, national multifamily cap rates and transaction volume, and local market comps into an 8 to 10 slide PowerPoint with a source citation on every figure. Gamma is an optional fallback for slide generation, and a person reviews each deck before the deck goes to clients.
At a glance
- Tools used
- Claude CodeClaude routinesPowerPointGamma
- Category
- Client communication
- Audience
- broker
- Difficulty
- No-code setup
- Source
- How to Automate Your Weekly CRE Market Report Using AI
Jake Heller (PLOT Daily / AI for CRE Collective) · Article · Jul 27, 2026 - First step
- Write down the deck sections your clients care about, your asset class, and your primary market, then ask Claude to question you and draft the routine's system prompt before you open Routines in Claude Code.
Compliance note: Review every figure and source before a deck reaches clients; the source requires a human review step. Keep the deck factual, and have your firm's compliance team approve any rate or lending language that could read as a loan offer.
Suggested prompt
Written by this directory, inspired by the source. Replace the [bracketed] parts.
I'm building a weekly capital markets routine for [asset class] clients in [primary market]. Ask me clarifying questions first, then write the system prompt for the routine. The routine should build an 8 to 10 slide PowerPoint deck every Monday covering: 1. The 10-year Treasury yield and recent movement, SOFR, and the Fed target range, with notes on the last and next Fed meetings. 2. CPI and PCE. 3. Fannie Mae and Freddie Mac indicative rates for 5, 7, and 10-year fixed terms, plus bridge and balance sheet options. 4. National [asset class] cap rates by class, transaction volume, and pricing trends. 5. [Primary market] cap rates, recent comp transactions, vacancy, rent growth, and supply. Present the data without editorial opinion. Cite a dated source for every figure, and mark any figure you can't verify instead of estimating it. Save the deck for my review; do not send it.