Ai to automate transaction/process?
What does everyone use to stay on top of transaction management from contract to close, including: - Task workflows - Reminder emails - Document and PDF forwarding and filing I currently use a transaction coordinator, but it costs $450 per transaction and the quality has slipped significantly. I'm dabbling in Listed Kit AI, but it is very limited since it is only web-based and does not have OpenAPI / cannot integrate with my emails. Currently using: - Todoist for tasks - Skyslope through my brokerage for file management - Listed Kit for deadlines and reminder emails Any help or suggestions would be appreciated.