K3N8HBrokerage Virtual Assistant Operating Playbook
What's automated, what still needs a human click, plus a working weekly-report script.
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.
Preview
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What's included
- playbook.md
- weekly_report.py
- README.md with proof-it-runs output
See README.md — real output from running the script against the companion CRM's sample data.
License & pricing
Personal License
$79
For your own use on a single project. No resale or redistribution.
Virtual Assistant Bots — 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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