Research a set of candidate sites
This tutorial uses a site-selection request, but the workflow is the same for market research, ordinance questions, owner research, portfolio analysis, and property diligence.1. Create the request
Open Research requests, choose Create research request, and enter a brief:2. Add context
Attach any investment brief, site criteria spreadsheet, or prior market report. Add public URLs when you want Ploti to inspect a specific planning, ordinance, utility, or market source.3. Review data readiness
After submission, Ploti checks the workspace datasets. Review:- Datasets already available
- Why each dataset is relevant
- Missing attributes or coverage
- Any clarifying question from Ploti
4. Let the research run
Start the research. You can close the page; the run continues on Ploti’s servers. Return from Research requests or use the completion email.5. Review the result
Read the completion summary and open the artifacts. A typical site-selection run may include:- A checkpoint containing the shortlisted parcels
- A comparison table
- A map layer and legend
- A memo describing methodology, rankings, and caveats
- Saved queries or files used in the analysis
6. Open the map
Open the checkpoint or mapped artifact. Inspect individual candidates, toggle supporting layers, compare the result with other workspace data, and use the research chat for follow-up questions.7. Organize the shortlist
Create records for candidates that need manual review. Add them to a project, assign owners, and save a view such as “Winter Garden candidates awaiting access review.”Verify consequential property, zoning, environmental, and regulatory facts
against their authoritative sources before making a decision.