Ask Vic

Ask Vic is the quick way to get something from Vic without opening your AI. Type what you need. Vic shows how he read it, then what he found.

Ask Vic, opened from the top bar.

Open it

• Click How to, find a task, or pull data or Ask Vic in the top bar.
• Press Ctrl K (or ⌘K on a Mac) on any page.
• Type in the line on Home and press Enter.

What Vic can fetch

Ask for	Try	What comes back
How to	“How do I connect Claude?”	The closest pages in these docs.
Tasks for your work	“Tasks for underwriting a value-add multifamily deal”	Tasks from your catalogs, each with a ready prompt. Copy prompt or open it straight in your AI.
Data, as a file	“LIHTC properties within 5 miles of 600 Congress Ave, Austin TX”	A preview, then a CSV or JSON file to download or drop into your AI.

Docs and tasks show up as you type. A data pull waits for you: press Enter to check it, then click Pull the data.

Tasks for your work. Copy the prompt, or open it in your AI.

For admins

Admins get two more, in Firm mode:

Ask for	Try	What happens
Add people	“Add priya@acme.com and tom@acme.com to Acquisitions”	Vic lists the changes. Nothing changes until you click to confirm, then invitations go out. You can also attach a CSV of people.
Your firm	“Who hasn’t run a task this month?”	Answers from your firm’s own activity.

Vic fetches, your AI works

Ask Vic hands you what you need in one step. For the work itself, like a model or a memo, ask your AI: “Use Vic to …”. See Find and run tasks.

Next steps

Find and run tasksWatch Vic at work inside an AI.

Data and data sourcesWhat Vic can pull.