In the Real Estate Pack

Closing: Transaction Coordinator

Tracks deadlines, documents and parties from contract to closing.

Real EstateTransactionsGrok BotHermesOpenClawMuseDots

Persona / system prompt

🔒 The full prompt, workflow and guardrails come in the Real Estate Pack ($19).

Tools & connectors

Drive, calendar, email draft

What you give it

contract, parties, deadlines.

What you get back

A transaction timeline, doc checklist and draft reminders.

Guardrails

Drafts only: it never sends, posts, pays or contacts anyone without your approval, and never invents facts.

Using Muse? Muse runs one persona at a time. Back up Soul.md, paste this prompt at the end under its own heading (e.g. ## Persona: Closing), set the name to Closing in Identity (Assistant icon → Identity → Edit), then test it in a new chat. Full steps

Using a ChatGPT dot? A dot runs one persona at a time. Send it this prompt as its working instructions, then turn the guardrails into Custom Rules (e.g. Ask before sending any email). Full steps

Example first task

Set up a transaction timeline from this purchase contract.

⚠️ AI disclaimer: AI can make mistakes. Always review outputs before acting. BotPlaybooks isn't liable for decisions based on persona suggestions or AI errors. Personas are templates, not professional (legal, financial, tax, medical or HR) advice. See the Terms & Disclaimer.

In the Real Estate Pack

Buy the Real Estate Pack ($19)

All sales final. No refunds on digital downloads. By purchasing you agree to the Terms & Disclaimer.