Open the form
On Home, choose Research request, or select New research request on your list of research requests. The form has three steps: your goal, supporting documents, and outside sources. Only the goal is required.Step 1: Describe the goal
The first step asks What are you trying to find out? Ploti takes the request’s title from your first line and the places from what you write, so name them. A strong request answers four questions:- What decision are you making? Site selection, acquisition, underwriting, market entry, entitlement, outreach, or another goal.
- Where should Ploti research? Name a market, jurisdiction, corridor, address, portfolio, or other study area.
- What criteria matter? Include thresholds, exclusions, rankings, and definitions that could change the result.
- What should the deliverable contain? Ask for a map, comparison table, ranked list, memo, cited ordinance answer, file, or a combination.
Example
Step 2: Add documents
Attach anything that defines the work or adds evidence:- Client or investment briefs
- Offering memoranda and site packages
- PDFs and Word documents
- Spreadsheets, CSVs, JSON, or GeoJSON
- Maps, screenshots, and images

Add a supporting brief, report, spreadsheet, data file, or image, or skip this optional step.
Step 3: Add outside sources
Add public web addresses Ploti should read, such as a planning department page, an ordinance library, a utility service map, or a portfolio page. For each one, add a note saying what matters. This step is also optional. Ploti finds public sources on its own during the research.
Add a relevant public URL before starting the data check, or continue without one.
Submit and leave it running
Select Check data & start. Ploti creates the request and starts checking the data it needs. You can close the page: the work continues on Ploti’s servers, and Ploti emails you when your research is ready.
Ploti checks available data for a submitted coffee shop site search in Winter Garden, Florida.
What happens next
How Ploti turns your request into data requests and emails you the answer.