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Setup guide

Transaction Checklist Agent for Hermes - track themselves

The free Transaction Checklist Agent runs on Hermes as three plain-text files: set it up once in your Hermes workspace, 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

On Hermes, this agent's files and outputs stay entirely on your machine. 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 Hermes

Give Hermes the Included files in its workspace: skill.md becomes the standing skill, then run the setup prompt and approve the fictional-data test. Because Hermes is open-source and local-first, your prompts and outputs stay under your control.

What a run looks like on Hermes

A run looks like this: you ask Hermes to run transaction-checklists with this run's inputs, and it works through the workspace skill. The output - it tracks every transaction milestone with due dates and missing items: deal, milestone, due date, missing item, owner and status - is written to your own workspace for review.

Setup, step by step

  1. Place skill.md in your Hermes workspace as the standing skill for the job (for example: transaction checklists).
  2. Run setup-prompt.txt; the agent runs transaction-checklists on fictional sample data first - approve that test before real work.
  3. Hermes is local-first and open-source, so the prompts, files and outputs stay under your control.
  4. Trigger each real run with usage-prompt.txt and this run's inputs; the workspace persists between asks.

Honest limits on Hermes

Hermes is a young, fast-moving open-source project. Expect rough edges, and verify its current file-handling in its own docs before a big setup.

Questions people ask

Does the Transaction Checklist Agent work on Hermes?

Yes - the agent is three plain-text files, and on Hermes they live in your Hermes workspace. The four setup steps below are the whole job: Place skill.md in your Hermes workspace as the standing skill for the job (for example: transaction checklists). Then run setup-prompt.txt; the agent runs transaction-checklists on fictional sample data first - approve that test before real work.

What does the Transaction Checklist Agent produce on Hermes?

It tracks every transaction milestone with due dates and missing items: deal, milestone, due date, missing item, owner and status. Hermes writes it into your own workspace - nothing leaves your machine. Every run waits for your approval before anything is sent, spent, published or scheduled.

Is this affiliated with Hermes?

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

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