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CPA paperwork and a half empty deal tracker filled in: about 2 hours and 5 or more hours (his estimate) of work

Picked and checked by Olga Pearson, host of The Practical AI Show · Published

Result

self-reported

His CPA sent a 23 bullet email that would have taken him 2 hours to compile, and Grok Bot completed it while he worked. His tracker of closed deals was missing 50% of the data (square footage, acreage and more), work he says would have taken 5 or more hours (his estimate). He gave it access to the addresses and it was done in a day.

Gunnar is a commercial real estate broker who sells automotive properties like lube shops. His CPA sent a 23 bullet request, and Grok Bot compiled the answers while he worked. His track record of closed deals was missing half its data, like square footage and acreage. He gave the bot the addresses and the tracker was filled in within a day.

Who did it

Gunnar (@GunnarCREbroker)Commercial real estate broker (automotive properties)Gunnar on X · Oct 28, 2026

Try it now

  1. Give the bot your CPA's request and point it at the folders and email where the answers are.
  2. Have it draft each answer with the document it came from.
  3. Check the draft and send it to your CPA yourself.
  4. For your deal tracker, give it the property addresses and the columns that are blank.
  5. Have it mark where each number came from so you can spot check the fill ins.
Copy-paste prompt
Here is my tracker of closed deals. For every row with blank square footage or acreage, look up the property by its address and fill it in, and add the source you used for each number. Flag any you couldn't confirm.

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  1. Run it once and check the result yourself.
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  3. Keep a log. One line per run: what was checked, anything flagged, what you did.

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What to watch out for

Self-reported from his own reply. Public property records can be out of date, so spot check the numbers before you use them in your track record or marketing. Safer version: keep the CPA answers as a draft you review before sending. Build it with Page: a track record page that shows your closed deals with the details filled in.

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