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Setup guide

Transaction Checklist Agent for Muse - track themselves

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

Get the Transaction Checklist Agent - freeMuse overviewWhat’s new on Muse

What the Transaction Checklist Agent does

Muse is built to take actions for you - this agent gives it a concrete job to own. 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 Muse

Give Muse the Included files and ask it to keep skill.md as the standing rules for the job, then run the setup prompt and approve the fictional-data test before pointing it at real work. As with any action-taking agent, keep its approvals on.

What a run looks like on Muse

A run looks like this: you ask Muse to run transaction-checklists with this run's inputs, and it works through the standing rules. The output - it tracks every transaction milestone with due dates and missing items: deal, milestone, due date, missing item, owner and status - is prepared with its approvals on, so you review before anything happens.

Setup, step by step

  1. Give skill.md, setup-prompt.txt and usage-prompt.txt to Muse and ask it to keep the skill as the standing rules for the job (for example: transaction checklists).
  2. Run the setup prompt; the agent runs transaction-checklists on fictional sample data first - approve that test before real work.
  3. Muse is built to take actions, not just answer - keep its approvals on, exactly the gates the agent is designed around.
  4. Trigger each real run with one message and this run's inputs.

Honest limits on Muse

Muse is brand new (September 2026) and its capabilities and rollout are changing week to week - check Meta's current documentation for what is available on your account.

Questions people ask

Does the Transaction Checklist Agent work on Muse?

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

What does the Transaction Checklist Agent produce on Muse?

It tracks every transaction milestone with due dates and missing items: deal, milestone, due date, missing item, owner and status. Muse prepares it with approvals on - you review before anything happens. Every run waits for your approval before anything is sent, spent, published or scheduled.

Is this affiliated with Muse?

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

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