Part of the Real Estate industry →
Transaction Agent Setup Kit
A working AI agent for your TC practice. It watches deadlines, chases documents, and writes your Monday digest. It drafts everything. You approve every send.
Digital download: a ZIP with the playbook, setup guide, requirements card, input template, 4 blueprint files, and the prompt library. Buy direct and the download link arrives by email right after checkout. Includes 12 months of updates.
See it in action
Where this fits
Level 3 of 3: Put AI to work
AI agent systems that watch, draft, chase, and summarize while you run the business. Import-ready workflow blueprints and tuned prompts with a human in the loop: the agent drafts, you approve every send. Configured AI that does the doing, with your approval on every send.
Shown for the Real Estate stack. The levels are the same in every industry.
Run the operation
$49 to $119
Put AI to work
$149
Beyond the levels: Own the whole stack — Every level for your industry, one purchase, about 25% off. In development now; we bundle the stack once the levels beneath it are real.
What’s included
Everything in the file set.
- Deadline WatchdogWatches inspection, appraisal, financing, and closing dates across every open transaction. Plain-language alerts at 7 days, 3 days, and overdue, each with the one next action to take.
- Document ChaserDetects required documents that haven’t been received and drafts the follow-up email for you to review and send.
- Weekly DigestEvery Monday morning: one page covering every open deal, grouped into Closing This Week, Needs Attention, and On Track.
- Risk FlaggerFlags at-risk transactions with a plain-language explanation: why it flagged, the single biggest risk, the recommended next action.
- Workflow blueprintsImport-ready files for n8n (primary path) and Make.com (beta path): the daily monitor and the weekly digest, on both platforms.
- Playbook, prompts & setup guideAn 8-page operator’s playbook, 4 tuned system prompts, a 30-minute setup guide with screenshots, a 1-page requirements card, and an input-sheet template for the test run.
The make-it-right promise. If a file does not open, a formula does not calculate, or a pack is not what this page describes, write to us within 14 days of purchase. We fix it, replace it, or refund it.
Who it’s for
Built for a specific desk.
- Transaction coordinators drowning in deadline math
- Practices where one missed contingency costs more than the kit, many times over
Requirements
| You need | A Google account (for Sheets), Make.com on the free tier OR n8n, and an OpenAI API key (pay-as-you-go) |
|---|---|
| Typical running cost: about $5 to $20/month. Make’s free tier covers normal TC volume; n8n self-hosted removes the platform cost | |
| Skill: comfortable with spreadsheets and clicking through logins. No code, no command line | |
| Will not do: send emails on its own, provide legal or contract advice, or replace your judgment |
A note from Procedura. The workflow logic was re-run against a dummy dataset (13/13 assertions passed), and the blueprints were scanned to verify zero auto-send modules. The final import runs on your own accounts; the guide’s test step walks you through it with expected outputs documented. If the requirements don’t fit, don’t buy it. We’d rather lose the sale.
Questions
Asked before you asked.
Still unsure? Write to [email protected]. We answer setup questions about every product.
Elsewhere in the stack. Pair it with the Transaction Coordinator Operating System ($49). The agent can read your tracker directly.
No. If you can use a spreadsheet and click through logins, you can set this up. There is no code and no command line anywhere in the process.
No. The agent drafts messages only. Every send needs your review and approval. The blueprints contain zero send modules. Verified, not just claimed.
Buy once, get 12 months of updates: improved prompts, blueprint fixes, and template revisions. The setup guide also covers the 5-minute visual rebuild if a platform flags a module version on import.
Yes. The kit includes its own input-sheet template. If you also own our Transaction Coordinator Operating System, the agent reads that tracker, but it is not required.
About $5 to $20/month typical. Make’s free tier covers normal coordinator volume, and OpenAI is pay-as-you-go usage. Self-hosting n8n removes the platform cost entirely.
Email [email protected]. Setup troubleshooting is covered: if the kit does not run after you follow the setup guide, we will help you get unstuck. That is the make-it-right promise: if a blueprint, configuration, or prompt does not load or run as described in your AI service, we fix it free. Custom builds are not included.
Related product
Transaction Coordinator Operating System
The launch notes
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