The job by hand
A closing has thirty milestones, half of them owned by someone else, and the missing document is always discovered the week of closing.
The ask
Hello, show me every missing or overdue closing item
What comes back
A Google Sheet lands in the Real Estate Transaction Checklist Workspace folder in your Google Drive: Deal, Milestone, Due date, Missing item, Owner and Status.
| Deal | Milestone | Due date | Missing item | Owner | Status |
|---|---|---|---|---|---|
| 14 Rosewood Lane | Inspection contingency | Sep 18 | Inspector report not yet uploaded | Agent (Sara) | On track |
| 22 Birch Ave | Appraisal | Sep 15 | Lender hasn't confirmed appointment date | Lender (First National) | Blocked - call lender |
Sample data shown. Your workspace fills with your real work.
What it takes over
- Reads the exact inputs and sources you approve.
- Saves the work as a review-ready Google Sheet in the Real Estate Transaction Checklist Workspace folder in Google Drive.
- Shows evidence, unknowns and blocks instead of guessing.
- Prepares the next action and stops at the human gate.
How buying works
- Buy once for $19. Three files arrive:
skill.md,setup-prompt.txtandusage-prompt.txt. - Hand the files to the assistant you already use. It sets the job up on Google, Microsoft or Zoho and tests it on fictional data.
- Approve the setup. It runs the job and stops at every external action for your sign-off.
Where it stops
It does not send, spend, publish, schedule or make a human decision without the exact approval that action needs.
Common questions
What does the tracker show?
Deal, milestone, due date, missing item, owner and status, in a Real Estate Transaction Checklist Workspace folder.
Does it chase people?
It prepares due-date reminders for your approval. The message goes out when you say so.
Which checklist template does it use?
Yours. Setup loads your milestones per transaction type.
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Questions people ask
What does the Transaction Checklist Agent actually do?
It tracks every transaction milestone with due dates and missing items: deal, milestone, due date, missing item, owner and status. Gaps surface early. It prepares review-ready work and stops for your approval before anything is sent, spent, published or scheduled.
Which AI assistants work with the Transaction Checklist Agent?
Any assistant that reads plain-text files: Instinct, ChatGPT, Claude, Gemini, Grok, DeepSeek, Perplexity, Microsoft Copilot, Hermes, OpenClaw, Town, Muse and others. You hand it three files - skill.md, setup-prompt.txt and usage-prompt.txt.
Is the Transaction Checklist Agent $19 a subscription?
No. $19 is one-time. You download and keep the three files forever; there is no account and no renewal.
How long does setup take?
About 10 minutes: attach the files, run the setup prompt, approve the fictional-data test. It never touches real work until you approve the sample run.
Last updated 13 September 2026 · Reviewed by the AI Agent Skills team.