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Setup guide

Transaction Checklist Agent for DeepSeek - track themselves

The free Transaction Checklist Agent runs on DeepSeek as three plain-text files: set it up once in a DeepSeek chat, approve a sample-data test, then trigger each run with the usage prompt and this run's inputs.

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What the Transaction Checklist Agent does

DeepSeek is the low-cost way to run this agent as a packaged prompt. It tracks every transaction milestone with due dates and missing items: deal, milestone, due date, missing item, owner and status. Gaps surface early.

Closings slip on missing items nobody chased. This assistant keeps the milestone sheet current, drafts the chaser for anything due or missing, and summarises where each deal stands - drafts only, you send. The week-of-closing surprise becomes a two-weeks-early task.

Where the Included files go in DeepSeek

Upload skill.md at the start of a chat, paste the setup prompt, and approve the sample-data test. Keep the Included files in a folder you can reach: each new chat starts fresh, so you re-attach skill.md and re-paste the usage prompt per run.

What a run looks like on DeepSeek

A run looks like this: you open a fresh chat, attach skill.md, paste the usage prompt with this run's inputs, and DeepSeek works through transaction-checklists. The output - it tracks every transaction milestone with due dates and missing items: deal, milestone, due date, missing item, owner and status - is text you review and carry into your Sheet.

Setup, step by step

  1. Keep the Included files in a folder you can reach; DeepSeek chats start fresh each time.
  2. Start a new chat, upload skill.md and paste setup-prompt.txt.
  3. Run the setup; the agent runs transaction-checklists on fictional sample data first - approve that test before real work.
  4. For each real run, open a fresh chat, re-attach skill.md and paste usage-prompt.txt with this run's inputs.

Honest limits on DeepSeek

DeepSeek has no persistent custom-agent feature, so context resets between chats - the agent behaves like a well-packaged DIY prompt: still faster than writing your own, without standing-cycle persistence.

Questions people ask

Does the Transaction Checklist Agent work on DeepSeek?

Yes - the agent is three plain-text files, and on DeepSeek they live in a DeepSeek chat. The four setup steps below are the whole job: Keep the Included files in a folder you can reach; DeepSeek chats start fresh each time. Then start a new chat, upload skill.md and paste setup-prompt.txt.

What does the Transaction Checklist Agent produce on DeepSeek?

It tracks every transaction milestone with due dates and missing items: deal, milestone, due date, missing item, owner and status. DeepSeek returns it as chat text you paste into your own files. Every run waits for your approval before anything is sent, spent, published or scheduled.

Is this affiliated with DeepSeek?

No. AI Agent Skills is an independent store. We are not affiliated with, endorsed by, or sponsored by DeepSeek or its makers. Platform names belong to their owners; capabilities change, so check DeepSeek's current documentation.

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AI Agent Skills is an independent store, not affiliated with DeepSeek or its makers. Platform names belong to their owners.