Your first task

You picked a first task during setup. Monroe suggests it the moment your channel connects: a welcome DM in Slack, an intro post in Microsoft Teams once the bot is added, or, if you started on email, the email Monroe sends when your address goes live, with the task ready to send as your first message. Run it from there, or paste it into a channel. Want a different opener? Pick one of these. Each one is designed to make Monroe produce a decision-grade CRE work product, not a toy demo.

1: Pipeline rundown

In your acquisitions or deal-flow channel:

Run a pipeline rundown: stage, blocker, owner, next move, source gaps, confidence, and tracker file for each active deal in this channel

Monroe reads the active deal threads it can access and posts a partner-ready rundown: where each deal stands, what is blocking it, who owns the next move, what evidence is missing, how confident the answer is, and a tracker file when that makes the work easier to inspect.

Why it's a good first task: it is visible to the whole team, read-only, and immediately shows whether Monroe understands your pipeline language.

2: The full underwrite

In a deal thread with an OM, rent roll, T-12, or model attached:

Underwrite this deal: use the OM, rent roll, and T-12 in the deal folder; return bottom line, assumptions, source gaps, downside/base/upside sensitivity, and workbook if useful

Monroe returns the investment view: bottom line, the assumptions it had to make, the evidence it could verify, gaps it could not close, the downside/base/upside sensitivity that matters before IC, and a workbook when the numbers deserve a native file.

Why it's a good first task: it tests the real underwriting loop and gives your team something you can challenge in-thread with follow-ups like "verify the numbers", "close the source gaps", or "run another sensitivity pass".

3: The deal screen

In your deal-flow channel:

Screen the OMs in #deal-flow against our buy box: rank fit, red flags, missing docs, next checks, and tracker file if useful

Monroe reads the inbound materials it can access, ranks the opportunities, calls out red flags, identifies missing docs, suggests what to check next, and creates a tracker file when that is the cleanest way to compare the queue.

Why it's a good first task: it shows document triage without requiring write access or external sends.

4: The IC memo draft

Once the underwriting model or OM is in the thread:

Draft an IC memo from the model and OM in this thread: thesis, risks, numbers to verify, assumptions, source gaps, next diligence, and deck or PDF if useful

Monroe drafts the memo structure, the investment thesis, the key risks, the numbers that need verification, the next diligence list, and a deck or PDF when the work is ready to leave the thread. If the source material is incomplete, it labels the gaps instead of pretending they are solved.

Why it's a good first task: it shows Monroe translating raw deal materials into the work product your investment committee actually reviews.

The pattern: tell Monroe what decision you need, not every mechanical step. If the result is thin, reply in-thread with the sharper standard you want. Monroe keeps the context, revises the answer, and makes the missing evidence explicit.

Next → credits and billing.