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Donna with DealTrail.ai

ExtensionWorkflow & Planning7 users
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Overview

Donna — AI Transaction Coordinator & Assistant in your browser. Chat, learn & fill forms, sync data, record workflows.

Donna is your AI Real Estate Transaction Coordinator & Assistant. She lives in your browser's side panel and helps you manage deals, fill forms, record workflows, and communicate with clients — without leaving the page you're working on. What Donna can do: > Chat with Donna > Open the side panel on any page and ask Donna to look up deal details, draft emails, check compliance deadlines, pull comps, or walk you through next steps on a transaction. She has access to your full DealTrail account. Learn & Fill Forms: 1. Open any real estate form in your browser 2. Click "Learn" — Donna memorizes the form's field layout 3. Select a deal or transaction from your DealTrail account 4. Click "Fill" — Donna pushes your deal data into every matching field > No more copying and pasting between your CRM and your transaction forms. > Sync Data: Already filled out a form by hand? Donna can pull those values back into DealTrail so your deal record stays up to date. > Record & Replay Workflows: Record a sequence of clicks and inputs on any site, then replay it later. Useful for repetitive tasks across transaction platforms and MLS portals. > Donna asks before acting. For high-stakes actions like sending emails, making calls, or submitting envelopes, Donna shows you exactly what she wants to do and waits for your approval. Requires a DealTrail account (free trial available at dealtrail.ai).

Details

  • Version
    2.2.0
  • Updated
    May 15, 2026
  • Size
    1.95MiB
  • Languages
    English
  • Developer
    Website
    Email
    donna@dealtrail.ai
  • Non-trader
    This developer has not identified itself as a trader. For consumers in the European Union, please note that consumer rights do not apply to contracts between you and this developer.

Privacy

Manage extensions and learn how they're being used in your organization

Donna with DealTrail.ai has disclosed the following information regarding the collection and usage of your data. More detailed information can be found in the developer's privacy policy.

Donna with DealTrail.ai handles the following:

Personally identifiable information
Authentication information
Personal communications
User activity
Website content

This developer declares that your data is

  • Not being sold to third parties, outside of the approved use cases
  • Not being used or transferred for purposes that are unrelated to the item's core functionality
  • Not being used or transferred to determine creditworthiness or for lending purposes

Support

For help with questions, suggestions, or problems, visit the developer's support site

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