Track approved transaction milestones, missing documents and due-date reminders. The agent keeps the steps, checks and output consistent, while you keep every decision.
Demo
Picture tomorrow's handoff.
Your ask
"Hello, show me every missing or overdue closing item"
Filled outputReal Estate Transaction Checklist Workspace · Google Drive
| 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. Your agent fills the file from the sources you approve and flags anything it cannot verify.
What you get
Three files. One complete workflow.
skill.mdThe full job, evidence rules, output checks and stop points.
setup-prompt.txtCreates the tools, named Drive folder and sample-data test.
usage-prompt.txtThe short request you reuse whenever the job comes up.
Set up once
Working in three steps
Give the setup prompt to your assistant
It checks access, creates the folder and builds the output file.
Point it at the inputs you approve
Use Google by default, or the Microsoft or Zoho alternative.
Review the filled output
Unknowns and next decisions are shown instead of guessed.
You stay in control
Where the agent stops
- It does not invent missing facts or hide weak source evidence.
- It does not send, publish, spend, schedule or make a human decision without approval.
- It flags blocked work and tells you exactly what is needed next.
Put this job on a repeatable workflow.
Instant download · Keep the files forever · One-time $19
Complete the workflow
Add the next agent when this job is working
Real Estate Lead Intake Agent - continue the workflow. Final URL:
https://aiagentskills.biz/leadintakeagentReal Estate Listing Marketing Agent - continue the workflow. Final URL:
https://aiagentskills.biz/listingmarketingagent