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Brokerage Virtual Assistant Operating Playbook

What's automated, what still needs a human click, plus a working weekly-report script.

K3N8H Verified

  • βœ“ Real preview shipped
  • βœ“ License terms specified
  • βœ“ Setup/usage instructions included
  • βœ“ Actually run before listing
  • βœ“ Stated limitations verified
Disclaimer: Automates specific, listed tasks only. Anything not explicitly listed still needs a human.

An explicit task breakdown of what a script can safely automate (inbox triage, drafting, scheduled reminders, weekly reports) versus what always needs a human or licensed agent (sending, signing, prioritizing). Ships with a working report script.

Runs where you work

desktopmobileoffline

Built for a private workflow: local-first execution, no forced cloud dependency, and a clear path to use it on a laptop or phone without an API key.

Included value

Privacy-first workflowPersonalized outputNo API required

Each product is designed to feel personal, useful, and complete without turning your work into an external dependency.

Free tools that go with this

These run in your browser, need no account, and keep what they remember on your own device.

Brokerage Virtual Assistant Operating Playbook

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What's included

  • playbook.md
  • weekly_report.py
  • README.md with proof-it-runs output

Built with

Python

Runs locally with Python 3: no accounts, API keys or internet needed

See README.md β€” real output from running the script against the companion CRM's sample data.

License & pricing

Try it before you buy. The preview above is the real product, not a mockup.

Personal License

$36

For your own work or your own business. No client work, and no resale or redistribution of the files.

What these licenses mean β†’

Refund terms are set per product, and checkout through Whop or Gumroad has its own buyer protection. Questions before you buy? Ask in the chat or on the feedback page; we'll help where we can.

Virtual Assistant Bots β€” publishing standard

  • Required deliverables: Bot/script or operating playbook, Setup guide, Explicit list of what's automated vs. what needs a human click
  • Disclaimer required
  • README required
  • Proof-it-runs evidence required

Inbox triage/drafting, scheduling logic, task/CRM updates, report generation, common-workflow templates.

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