7 Steps to Get Up and Running in 30 Minutes

Welcome to Nekst! Here's exactly what to do in your first half hour to see the system work and get a real transaction running. Each step links to a full guide if you want more detail.

1. Add your market — about 2 minutes

Pick your market so your workflow templates load and Nekst AI is ready to read your local contracts. Pick your market.

2. Create your first transaction — about 3 minutes

Name the transaction, choose a sample workflow as-is, and upload a signed contract. Don't customize anything yet — the goal is to see Nekst work. See it work.

3. Let Nekst AI process the contract — about 2 minutes

Once you upload your contract, you will be taken through a 5-step process for launching your Transaction. In the beginning, you'll have 60-90 seconds of downtime as you wait for the contract to process. This time can be spent uploading additional documents, adding notes, setting up the client portal and more.

4. Verify what Nekst AI extracted — about 5 minutes

Review the dates and details Nekst AI pulled from the contract. Use the green Sparkle icon to check any value against the original, and fix anything that's off. A display will pop up with an explanation of how the value was determined and the document will adjust to the correct page location for where the term was found. You can check off the boxes to the right to keep track of those you verify.

5. Review your tasks and parties — about 4 minutes

Select the groups of tasks that apply, review your key dates and full task list, then add yourself and any other transaction parties from the contract.

6. Launch your transaction — about 4 minutes

Launch it, then start completing tasks and sending messages. This is Nekst working a real deal for you. Keep control over communication.

7. Set up your command center — remaining time, about 10 minutes

Round out your setup so Nekst fits the way you work:

• Connect your email so messages send from your own address. Connect your email.
• Set up your profile and email signature. Profile & signature.
• Link your calendar so your deadlines show up alongside the rest of your day. Sync your calendar.
• Manage your notifications. Notifications & Mentions.
• Update your preferences for task updates and the default views throughout Nekst. Task Display Settings.

You're up and running

That's the whole loop — market, contract, verify, communicate, work your list.

When you're ready to make Nekst truly yours, customize your workflow so every future contract does even more for you automatically. Make it yours.

Want to explore risk-free first? Your account comes preloaded with a practice transaction called Nekst Onboarding — guided tasks you can click through to learn the basics without touching a real deal. Most pages also have an interactive tour: open Tasks, Calendar, or Transactions to walk through them.

Updated on: 05/22/2026