Ai to automate transaction/process? · Autopilot Agent Academy

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.

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