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Solution overview

Send automated, repeatable updates to partners such as brands, landlords, investors, and other stakeholders — without manual reformatting. Outcome: Consistent communications with less work and clear engagement signals.

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Features enabling this

  • Reports: Create branded updates with the Doc Editor (reuse blocks and layouts)
  • AI Assistant: Draft stakeholder updates from KPIs and notes
  • Rooms: Host shared spaces (e.g., fundraising, landlord packages)
  • Files: Centralize reports, exhibits, and documents
  • Contacts: Use contact lists (investors, brands, landlords) for sending
  • Open Analytics: Track delivered, clicked, and viewed metrics

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Get started

1

Draft the update

Create a report with the Doc Editor. Pull in KPIs or Benchmarks.
2

Polish with AI

Use the AI Assistant to draft or refine highlights and commentary.
3

Select recipients

Choose contact lists for brands, landlords, or investors.
4

Send & review analytics

Send and track delivered, clicked, and viewed.

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Best practices

  • Keep a standard report format and update KPIs monthly
  • Use groups (e.g., “Monthly Updates”, “Quarterly Landlord”) for organization
  • Keep stakeholder rooms updated with the latest reports and documents

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Learn more

  • Reports: ../platform/reports.mdx
  • Rooms: ../platform/rooms.mdx
  • Files: ../platform/files.mdx
  • Benchmarks: ../platform/benchmarks.mdx
  • AI Assistant: ../platform/ai.mdx