AI Team Command Center
A single-page overview of your AI deal team — active agents, current workflows, in-flight outputs awaiting review, recent activity, and quick-launch buttons for the most common workflows. The first thing the team lead opens in the morning.
A. Best for
- Solo principals
- Operations leads
- Founder-led firms
- Team leads of small CRE shops
B. What it tracks
- Active agents by department and current workload
- Workflows in flight (intake, screening, IC, closing, asset mgmt cycle)
- Outputs awaiting human review with age + priority
- Activity log across the last 7 days
- Quick-launch buttons for the 8 most-run workflows
- Bundle utilization vs. purchased seats
C. Inputs & outputs
Inputs you provide
- Active workflow log (JSON)
- Agent assignment log
- Recent outputs index
- Optional: integration with Notion / Airtable / Sheets
Output formats
- Visual HTML dashboard
- CSV export of activity
- Weekly digest email (Markdown)
D. Pair with your AI CRE team
The dashboard is the surface; the agents and skills are what fill it. Add these to your stack in the Company Builder.
Agents (3)
- CRE Chief of Staff
- Workflow & SOP Manager
- Deal Memory & Lessons Manager
Skills (3)
- Internal SOP Builder
- Meeting Notes → Action Tracker
- Dashboard Integration Checklist
Data products (3)
- All Valore data products
- Internal CRM
- Internal deal pipeline
E. Field definitions
-
Agent Status
Active / idle / awaiting input — surfaces which agents are working and which are stalled.
-
Workflow Stage
Intake → Diligence → IC → Closing → Asset Mgmt — where each deal sits.
-
Review Queue Age
How long an output has been waiting for human sign-off. Sorts by descending age.
-
Department Load
Workflow distribution across Capital Markets / Credit / Closing / Asset Mgmt / Marketing / Ops.
-
Activity Score
A 0–100 rollup of agent runs, skill calls, and outputs produced in the last 7 days.
-
Quick-Launch
One-click triggers for "Screen new deal", "Draft IC memo", "Build outreach", "Generate quarterly report".
- Model-agnostic. Use with Claude, ChatGPT, Gemini, or any reasoning model that fills the data source.
- No platform lock-in. HTML and React-ready versions ship as portable files — embed in Notion, internal portals, or static hosting.
- Human review required. The dashboard surfaces outputs the team has produced; the team produces — you review before any output leaves the firm.
- One-time purchase. No subscription. Versioned updates ship as patches; major rewrites are separate SKUs.
Add to your stack
Bundle with the agents that fill it.
A dashboard without the team that fills it is a static template. Open the Company Builder, add the CRE Chief of Staff agent, the Internal SOP Builder skill, and this dashboard — three SKUs, one workflow.