NotePath-Style MVP Workbench
Softr
Airtable
OpenAI API
Stripe
Zapier or Make
Airtable Schema
Ready for build
Users
Portal members and access state
Member tiersingle select
Stripe statuslinked
Progress scorerollup
Vision
Investor goals and constraints
Target yieldnumber
Risk noteslong text
AI summarygenerated
Practice Deals
Guided simulation records
Scenariolinked
Outcomeformula
Coach notegenerated
Live Deals
Real note opportunities
Statuskanban
Due diligencechecklist
Next actionlookup
Tasks
Assignments and reminders
Ownerlinked
Due datedate
Overdueformula
Notifications
Email and portal alerts
Triggerselect
Messagetemplate
Sent attimestamp
Softr Portal Map
Beta scope
Dashboard
Progress, next task, deal alerts
Learn
Guided modules and checkpoints
Practice
Simulated deals with AI coaching
Buy Notes
Live deal tracker and diligence tasks
Automation Flow
Simple first
1
Task generator
Create next task when a lesson or deal stage changes.
2
Reminder guardrail
Notify when a task is overdue or a deal is inactive.
3
AI coaching note
Generate concise guidance from approved prompt logic.
4
Stripe access sync
Update portal access from paid or beta membership state.
Prompt Contract
Human review
Use only the member's stated goals, current module, deal data, and allowed coaching rules. Return one next action, one risk note, and one short explanation. If the deal data is incomplete, ask for the missing field instead of guessing.
Launch Plan
Needs client data
Milestone 1Data model
Airtable tables, fields, linked records, and test seed records.
Milestone 2Portal shell
Softr pages, auth states, filtered views, and mobile pass.
Milestone 3AI plus payment
One OpenAI workflow, Stripe gating, and handoff checklist.