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Setup guide

Transaction Checklist Agent for Claude

The $19 Transaction Checklist Agent runs on Claude as three plain-text files: set it up once in a Claude Project, approve a sample-data test, then trigger each run with the usage prompt and this run's inputs.

Get the Transaction Checklist Agent - $19Claude overview

What the Transaction Checklist Agent does

If Claude is where your documents live, this agent slots into that workflow. It tracks every transaction milestone with due dates and missing items: deal, milestone, due date, missing item, owner and status. Gaps surface early.

A closing has thirty milestones, half of them owned by someone else, and the missing document is always discovered the week of closing.

Where the three files go in Claude

Create a Project for the job and add skill.md as Project knowledge with the setup prompt as instructions. Run the setup conversation, check the sample-data output, then start each run in that Project so the rules stay loaded. Artifacts Claude produces can be saved out to your Drive.

What a run looks like on Claude

A run looks like this: you open the Project, paste the usage prompt with this run's inputs, and Claude works through transaction-checklists with the Project's knowledge loaded. The output - it tracks every transaction milestone with due dates and missing items: deal, milestone, due date, missing item, owner and status - comes back as an artifact you can save out to Drive. You approve, adjust or discard; nothing is final until you say so.

Setup, step by step

  1. Create a Project in Claude and name it after the job (for example: transaction checklists).
  2. Add skill.md as Project knowledge and paste setup-prompt.txt into the Project's custom instructions.
  3. Run the setup conversation; the agent runs transaction-checklists on fictional sample data first - approve that test before real work.
  4. Start each real run inside that Project and paste usage-prompt.txt with this run's inputs. Save artifacts Claude produces out to your Drive.

Honest limits on Claude

Without a Project, Claude chat context resets between sessions and you re-paste the rules. Keep the skill file in Project knowledge so the workflow stays put.

Questions people ask

Does the Transaction Checklist Agent work on Claude?

Yes - the agent is three plain-text files, and on Claude they live in a Claude Project. The four setup steps below are the whole job: Create a Project in Claude and name it after the job (for example: transaction checklists). Then add skill.md as project knowledge and paste setup-prompt.txt into the project's custom instructions.

What does the Transaction Checklist Agent produce on Claude?

It tracks every transaction milestone with due dates and missing items: deal, milestone, due date, missing item, owner and status. Claude hands it back as an artifact you save to your Drive. Every run waits for your approval before anything is sent, spent, published or scheduled.

Is this affiliated with Claude?

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

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