Auto-build a Google Drive deal folder and first-pass underwriting for every incoming multifamily deal, and log why each deal dies
PLOT Daily profiles a Midwest acquisitions team buying 50- to 300-unit apartment complexes. Incoming deals trigger webhooks that create a deal folder in Google Drive and run an initial underwriting model, which the acquisitions lead estimates saves about 30 minutes per opportunity before he finalizes pricing himself. The team also uses AI to stress-test five active deals side by side against the fund's exit strategy and expected returns, archive and de-duplicate opportunities, record the reason each rejected deal died (location, pricing, unit mix, capital expenditure, or returns) to keep the buy box current, and pre-draft letters of intent. Claude searches the Google Drive files, and purchase and sale agreements always get human review. The lead calls the setup a "Band-Aid approach" because the automations do not share context yet.
At a glance
- Tools used
- ClaudeGoogle DriveWebhooks
- Category
- Investing & underwriting
- Audience
- investor
- Difficulty
- Builder
- Source
- Inside an AI-Enabled Multifamily Acquisitions Workflow
PLOT Daily Editorial Desk · Article · Aug 10, 2026 - First step
- Create one Google Drive folder template for a new deal (offering memorandum, rent roll, T-12, underwriting model, and a rejection-reason log), and write your buy box as a one-page file Claude can read.
Compliance note: First-pass underwriting is a screening draft; the acquisitions lead verifies pricing and the detailed underwriting before an LOI or lender discussion, and a person reviews every purchase and sale agreement before the agreement moves forward, because a purchase and sale agreement is legally binding.
Suggested prompt
Written by this directory, inspired by the source. Replace the [bracketed] parts.
Read the deal folders for these active multifamily opportunities in Google Drive: [deal names]. Using our buy box file and the fund's exit strategy and target returns, stress-test the deals side by side. For each deal, list the key assumptions, the biggest risk, and how the deal ranks against the others. For any deal that fails the buy box, record the main rejection reason (location, pricing, unit mix, capital expenditure, returns, or other) in the rejection log with one sentence of evidence from the deal files. Do not change any underwriting model.