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. After checkout, Etsy gives you instant access to a ZIP with the playbook, setup guide, requirements card, input template, 4 blueprint files, and the prompt library. Buy once, yours to keep — including 12 months of updates.
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 FlaggerSurfaces at-risk transactions with a plain-language explanation — why it flagged, the single biggest risk, the recommended next action. No alarmism.
- Workflow blueprintsImport-ready files for Make.com (primary path) and n8n (free alternative): 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.
Who it’s for
Built for a specific desk.
- Transaction coordinators drowning in deadline math
- TCs comfortable with spreadsheets and clicking through logins — no code required
- 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 $5–20/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. Published by 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 hello@procedura.systems — we answer setup questions about every product.
Elsewhere on the ladder. Pair it with the Transaction Coordinator Box ($69) — 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 — this was 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 RE Transaction Coordinator Box, the agent reads that tracker — but it is not required.
About $5–20/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.
Message us through Etsy. Setup troubleshooting is covered: if the kit does not run after you follow the setup guide, we will help you get unstuck. Custom builds are not included.
The launch notes
Occasional, plain-spoken email.
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