Quick Start Guide
Get from sign-up to your first AI-assisted action in about five minutes. This guide walks you through the essentials.
Step 1: Create Your Account
Step 2: Set Your Criteria
Your AI team needs to know what you're looking for. Open Criteria, under Acquisitions in the side navigation, and set:
Each deal is then measured against your targets.
Step 3: Connect Your Services
Doughy works with the accounts you already use:
Connections you can set up yourself are on the Connections page in the app, and self-serve connect buttons for the rest are coming soon. Each connection is optional, and you can add more later as you need them.
Step 4: Review Your First AI Draft
Once your mail is coming in, your assistant starts on it. Open your drafts and approvals to see what it has prepared — a reply to a new inquiry, for example — or ask Doe for one:
Each item shows who created it, what it does, and clear buttons for what to do next.
Step 5: Approve What's Waiting
Anything headed out of your workspace stops here first — see safety controls for exactly what that covers. Select any waiting item to review it:
That's it. Your AI team is working for you, and anything that leaves your workspace waits for your OK.
From then on, mornings start with a short brief — what came in overnight, what went out, and what's waiting on you:
Morning brief
Monday · 6:40 AM- Rents in · 21 of 22 unitsOn track+$30,840.00
- Unit 3C · J. & T. Alvarez15 days late$2,100.00
- Dishwasher quote · Unit 1ANeeds your OK$410.00
- Unit 4A · showing SaturdayListed$1,750.00