See It Work: Create Your First Transaction from a Contract

See It Work: Create Your First Transaction from a Contract


This is the moment Nekst clicks. Pick one of your market's sample workflows, upload a signed contract, and watch Nekst AI fill in your deadlines and pre-write your emails — no setup required.


Don't customize anything yet. Use a sample workflow as-is for now so you can see how the system works. You'll make it your own right after.


Start the transaction


  1. On the Transactions or Tasks page, click + Add New Transaction.
  2. Enter a Transaction Name (usually the property address).
  3. Choose the Type (e.g., Pending Buyer).
  4. Select a Primary Workflow from your market's samples. (You can add secondary workflows later.)
  5. Upload your executed contract. Add up to 5 files total — addenda, amendments, disclosures. Each under 25 MB. PDF, DOCX, DOC, ODT, or RTF. Trim the pages you want from an oversized attachment
  6. Submit.




Trimming a contract before it processes


Contracts rarely arrive clean. You get 20 pages of blank signature blocks, a duplicate disclosure set, or a full HOA packet stapled to the end. Nekst AI doesn't need those pages, and a leaner file gives it less to sort through.


You can cut them before the file ever uploads:


  1. Stage your PDF the way you normally would.
  2. On that file's card, click Split Document. A panel opens showing a preview of every page.
  3. Pick the pages worth keeping. Click pages individually, or type a From and To value and press Add to grab a range in one move.
  4. Click Apply Split.


The pages you picked are combined back into a single PDF, and that's the file that uploads. Everything else is left behind.


You'll find the same Split Document link when you add a workflow to an existing transaction, and it works the same way there.




While your contract processes


Nekst AI reads your contract in the background — usually a minute or two. Use the time to add notes, set the property image, or assign a transaction stage.


When it finishes, you'll step through a quick 5-step review. This is where the magic shows up. You can keep adding notes throughout the review — see below.



The 5-step review



Taking notes as you go. Every step below has a Notes icon in the top right, next to the Next button. Things come up while you are reading a contract that you will want to remember later. Click the icon, write it down, and keep moving. The badge tracks how many notes you have added, and they are all attached to the transaction when you finish.





Step 1 — Verify the extracted data. Nekst AI returns the dates and details it pulled from your contract. Take a minute here — this is the data your whole transaction is built on.


  • Check it against the contract. Hover the green Sparkle icon next to any value to see the exact line Nekst AI used. Click the Sparkle to jump the PDF straight to that page.





  • Fix anything that's off. Click directly on a value and type to correct it.
  • Prioritize your key dates. The dates that drive deadlines — closing, inspection, financing — matter most. Your linked tasks schedule themselves from these.
  • Reviewing multiple documents? Use the document switcher in the PDF viewer to check each file you uploaded.







Step 2 — Remove task groups that don't apply. No financing? No HOA? Remove the whole group in one click.



Step 3 — Review key dates. Here's the payoff: every task linked to a contract date has already adjusted itself to match your contract. The green Sparkle icon marks each one Nekst AI updated. You shouldn't need to edit anything — you already verified the dates in Step 1.




Step 4 — Review remaining tasks. Remove any non-date tasks you don't need for this deal.



Step 5 — Add your parties. Nekst AI pulls the contacts from your contract — agents, brokers, lender, buyer, seller. Match them to existing contacts or add new ones, and assign roles. (Team accounts add team members and a primary agent first.)



That's it. You now have a fully scheduled transaction — every deadline in place, every email pre-written with the contract's details.


What Nekst did, and didn't do


  • Did: extracted your contract data, adjusted your linked tasks to the real deadlines, and pre-filled your emails using SmartTags.
  • Didn't: send anything. Every email and SMS waits for you to click SEND. More on that here.


Next


Updated on: 09/22/2026

Was this article helpful?

Share your feedback

Cancel

Thank you!