Kanu Workflows: ready-made AI workflows for your firm

Kanu Workflows is a library of 27 ready-made AI workflows for commercial real estate, private equity, financial services and insurance teams, plus the sales and executive work every firm does, now at getkanu.com/workflows. Each one handles a piece of work your team repeats every week, like an RFP response, a lease abstract or a credit memo. Kanu runs it on your firm’s own data and hands the result to a person to review.

The library comes out of a few things we believe about how AI should work inside a firm.

What we believe about workflows

At Kanu, we believe a workflow should run the same way every time. When a broker asks for a market survey, the steps, the sources and the format should match last week’s survey, so the team can trust the result without redoing it. That’s why every Kanu workflow is written down as a skill: a set of steps your team can read, edit and share. When the person who owns a skill improves it, everyone using it gets the update.

Fixed steps on their own break on real documents. Leases, CIMs and loan files come in a hundred formats, and someone has to read them and decide what matters. So the model does that reading inside each step. It can pull the renewal option out of an amendment or flag a covenant that changed between two drafts.

Judgment also depends on knowing how your firm works. A general assistant can read a rent roll, but it doesn’t know which clients you cover, what your proposals look like or who signs off. We believe AI at work needs that context, so each workflow starts from your firm’s own past work: your proposals, your templates, your comps.

We also believe work should start where your data already lives. Every workflow connects to the systems your team uses, such as email, shared folders, the CRM and data rooms. Each one names the moment it begins, like a new RFP in the inbox or a CIM in a data room, and the sources it reads.

And people stay in charge of what goes out. Every workflow ends with a draft for someone to review, whether that’s a broker, an underwriter or an analyst. Kanu doesn’t send anything on its own.

What’s in the library

The library has 27 workflows in five groups:

• Any industry: RFP Responder, Prospect Brief, ICP Qualification, Pipeline Tracker, Chief of Staff, Emails in Your Voice, On-Brand Deliverables

• Commercial real estate: Market Survey, Proposal Comparison, Lease Abstract, Morning Deal Brief, OM Summary

• Private equity: CIM Screen, IC Memo Draft, Data Room Review, Portfolio Reporting Pack, DDQ Responses

• Financial services: Credit Memo Draft, Covenant Comparison, Loan File Review, Company Research Brief, Client Review Prep

• Insurance: Submission Intake, Submission Triage, Underwriting Narrative, Renewal Review, Claim Summary

Each page shows what starts the workflow, what it connects to, what it produces and who reviews it.

How each one gets set up

Our engineers set up each workflow with your team, on your documents and in your format, and adjust it until the draft is something your people would send.

RFP Responder came first, built with a commercial real estate firm. The rest run on the systems Kanu connects to today: email, shared folders, CRMs and data rooms.

Start with one

Most firms start with the workflow that takes the most senior time each week. Browse the library at getkanu.com/workflows and pick the one closest to your team’s week. If the work you have in mind isn’t there yet, tell us. The library will grow with the work our customers bring.