ESTATE INVENTORY ITEM / SALE PRICE / COLLECTION REFERENCE

AI agent for estate-sale organisers

Keep the inventory, the sale plan and the settlement together.

Your AI agent keeps ownership instructions, item IDs, condition, supported valuation research and sale terms connected.

A specialised AI agent you can ask for more. Chat here on the site.
$149.00/month, including $60.00 in monthly credits. Monthly subscription. Before tax.

Specialised AI agentYour own report presetNo connection needed to begin
Estate sale officeSPECIALIST / 613
Collection and settlement reconciliation. With the source records attached.ILLUSTRATIVE STUDY
YOUR SPECIALISED AI AGENT

One place for household inventory and pricing research, sale preparation and buyer coordination, collection and settlement reconciliation.

MADE FOR YOUR WORKDAY

Start with work already on your desk

Your first useful assignment.

Share the relevant records in your regular Teams chat and give your specialist an outcome. No model or tool choices to make first.

Get my AI agent →
YOU COULD ASK
“Start with one current assignment and your available estate inventory item records. Household inventory and pricing research comes first: reconcile the sources, save the working plan and carry the next available steps through.”
  • Household inventory and pricing research
  • Sale preparation and buyer coordination
  • Collection and settlement reconciliation

A useful first result
An editable estate sale office working register with traceable references, resolved discrepancies and specific next actions.

Example assignment, not a promised delivery time. Your agent works from the records and access you provide. Add connections when you want it to act in other systems.

A conversation at your desk

Prepare three estate sales from inventory through public listings, buyer enquiries, collection logistics and final settlement records.

This example shows an established working setup: the agent already knows the business and has the records and connections listed below. Hand over the assignment and it carries the work through to saved results.

Illustrative project · configured agent at work

A configured agent with your estate inventory item, sale price and collection reference records, current commitments and the connected accounts used for sale preparation and buyer coordination.

  • Household inventory and pricing research
  • Sale preparation and buyer coordination
  • Collection and settlement reconciliation

A working specialist can handle the project, with a configured team sharing the work where available. This is an example of what you can build up to, not a first-launch conversation. Timing and usage depend on the assignment.

  1. Estate sale office owner

    Prepare three estate sales from inventory through public listings, buyer enquiries, collection logistics and final settlement records.

  2. Your AI agent · AI Agent Store

    Several listings combine items that should sell separately and a collection appointment conflicts with property access. I am correcting the inventory and collection plan.

    Work in progress
  3. Estate sale office owner

    Keep the owners' reserved items out of the sale and use their recorded unsold-item instructions.

  4. Your AI agent · AI Agent Store

    Sale records match the inventory, collections are reconciled and the owners have item-level proceeds and remaining-property records. Your working files and dashboard reflect the recorded outcomes.

    Later · delivery and saved results

ESTATE INVENTORY ITEM / SALE PRICE / COLLECTION REFERENCE

A working brief for your AI agent.

Keep ownership instructions, item IDs, condition, supported valuation research and sale terms connected. Separate asking prices from realized proceeds, coordinate collection and unsold-item decisions and reconcile receipts against actual items rather than estimated estate totals. Your specialist maintains these working records in regular Teams as the assignment develops.

AI

Your AI agentPrepared for estate-sale organisers

Estate sale office working registerEXAMPLE, NOT LIVE ACTIVITY

An example record for estate sale office reference, estate inventory item, sale price and collection reference, current commitment and next dependency, estate sale items collected.

01Estate inventory item02sale price03collection reference

The useful next step

Household inventory and pricing research

Prepare household inventory and pricing research from the available records. Save the supporting references and mark any missing details so the next step stays clear.

From enquiry to a useful next step

Estate sale office working register. Your way of working.

01

Brief and source records received

Add a job reference and the details you already know.

02

Household inventory and pricing research

Estate sale office reference and Estate inventory item, sale price and collection reference, ready to check.

03

Sale preparation and buyer coordination

Give your specialist the outcome and let it carry the work forward.

04

Outcome evidence verified

Keep working records in Files and Tasks.

05

Collection and settlement reconciliation

Keep the job and its next steps together.

Ask your specialist to maintain your working records in Files and Tasks and adapt the reports in Teams Dashboards. These are the regular platform tools, prepared for your business. Connections to other systems are optional.

The details your specialist follows

Inside the estate sale office

Follow each estate sale office reference through the working record. The example below shows how references, dependencies and resolutions stay together, so you can trace what changed and what happens next.

Keep an eye on: reserved-item conflicts, incomplete descriptions, uncollected purchases and receipt discrepancies.

Illustrative working document · your records start empty

Estate inventory itemDependency to followEvidence of completion
ESTATE-104Household inventory and pricing researchInventory discrepancies resolved
ESTATE-118Sale preparation and buyer coordinationSettlement exceptions reconciled
ESTATE-126Collection and settlement reconciliationSale records matching item receipts
Active estate sale office records3
Estate sale items collected20 items
Outcomes with supporting evidence2

Illustrative project figures. Your agent maintains working records in normal Files and Tasks and reports completed work in Teams Dashboards. Ask it to adapt those records and reports as your workflow changes.

Built around the details that matter

Household inventory and pricing research. With the right questions already in mind.

Runs fixed-price household estate sales; auction houses sell by bidding and vintage dealers buy or consign selected stock for their own shops.

01

Household inventory and pricing research

Household inventory and pricing research. Keep the source details and outstanding dependencies together.

02

Sale preparation and buyer coordination

Sale preparation and buyer coordination. Track changes against the same job reference.

03

Collection and settlement reconciliation

Collection and settlement reconciliation. Save the outcome and carry the next steps into your working records.

A small tool for a real job

Items to plan. Before the back-and-forth.

Follow reserved-item conflicts, incomplete descriptions, uncollected purchases and receipt discrepancies before they turn into another missed commitment.

Try the numbers, then bring the confirmed brief to your specialist. Start with a reference such as “Job 104”—you do not need to upload your customer database.

  • Estate sale office reference
  • Estate inventory item, sale price and collection reference
  • Current commitment and next dependency
  • Estate sale items collected

Try your own numbers

Items to plan

20items to plan

Planning arithmetic from your inputs. Your specialist can turn the confirmed details into a working brief. This is not a quote or capacity commitment.

Prepared for your business

The numbers behind your estate sale office.

Six useful measures, ready in your regular Teams dashboard. Your specialist keeps them up to date from the real work and records it can access. Ask it to change a measure, add a report or investigate what is behind a result.

01

Recorded total · items

Estate sale items collected

What this measures

Actual items for estate sale items collected, from completed source records in the estate sale office working register. Log the observed quantity once per source completion; exclude planned work, duplicate updates and example figures.

02

Recorded cases · cases

Inventory discrepancies resolved

What this measures

Distinct inventory discrepancies resolved cases supported by a recorded outcome in the estate sale office working register. Count once per source case; repeated messages, reopened cases and routine checks are not additional completions.

03

Recorded cases · cases

Settlement exceptions reconciled

What this measures

Distinct settlement exceptions reconciled cases supported by a recorded outcome in the estate sale office working register. Count once per source case; repeated messages, reopened cases and routine checks are not additional completions.

04

Average · hours

Sale confirmed to buyer collection

What this measures

Elapsed hours for sale confirmed to buyer collection, using actual start and completion timestamps for the same source case. One duration per completed observation; omit pending cases and missing timestamps.

05

Observed rate · %

Sale records matching item receipts

What this measures

Sale records matching item receipts divided by all completed assessments of the same requirement with a known met or not-met outcome. Use the agreed job specification and actual evidence; classify each source case once, excluding pending and unassessed work.

06

Observed rate · %

Agreed property clearance dates met

What this measures

Agreed property clearance dates met divided by completed commitments with known original agreed deadlines and actual completion timestamps. Record on-time or late once per commitment; exclude pending or undated work and never move a past deadline to hide lateness.

Your reports start empty. Figures reflect observed work in the selected period; missing records are not treated as measured zeroes. Current jobs, schedules and stock stay in your working files and tasks. You and your agent can adapt the dashboard as your business changes.

Keep the tools that already work

Specialised in your trade. Open to your next idea.

Your AI agent starts with the details of your business already in mind. The three workflows are starting points. Ask it for help with another task in the same conversation.

An AI agent prepared for your business

The starting instructions, intake questions and working rules already match estate-sale organisers. Add your service list and one example of your tone when you are ready.

Give your agent the whole job

Give your agent an outcome, the access it needs and your budget. It handles routine decisions and follows through in your connected tools, asking when a missing business decision needs you. Set or change your own boundaries whenever you want.

Ask beyond the starting workflows

Ask your estate sale office to investigate recurring exceptions, compare suppliers, improve customer communications or take on another business assignment in the same workspace. Give your agent another task in plain language. What it can carry out depends on the tools you connect and the access you choose.

Recommended starting plan

Your AI agent for estate-sale organisers.

Begin with one specialist and a report preset for your business. After setup, your regular Agent Teams conversation opens. No tool selection before your first conversation.

$149.00/month

Capacity for 3 running agents · 250 active hours per month

Start my AI agent →

A clear starting total

$149.00 before tax today and monthly, including $60.00 in Platform Credits after the first payment and each paid renewal.

Unused credits roll over. AI usage draws from your balance; additional credits are available when needed. $0.15 applies per active hour beyond the included allowance. Optional voice and other services cost extra.

Hosting availability is checked before payment. Create your account, confirm your monthly subscription, then start chatting when your specialist is ready. Your instructions and dashboard are prepared automatically after payment.

Automatic top-ups start off. Buy credits manually or set automatic top-ups and spending limits in your account. Keep the full Teams controls for models, connections and supported settings.

Before you begin

At your estate sale office.

Can it follow estate inventory item, sale price and collection reference through the whole assignment?

Keep ownership instructions, item IDs, condition, supported valuation research and sale terms connected. Separate asking prices from realized proceeds, coordinate collection and unsold-item decisions and reconcile receipts against actual items rather than estimated estate totals. Start with the records you have; add connections when you want it to work in those systems.

Is this only for the three tasks shown?

No. This is an AI agent specialised for estate-sale organisers, with three prepared workflows to get you started. You can ask for writing, research, planning, analysis or another task in the same chat. It can make routine decisions and carry the work through using available tools. You set its boundaries; it asks when a real business decision or missing access needs you.

What happens after I subscribe?

After payment, we prepare your AI agent for estate-sale organisers, its workflows and your estate sale office working register dashboard. Your regular Agent Teams chat opens when setup is ready. Files, Tasks, settings and billing work the same as for other customers. Reports start empty and count actual reported work; the examples above are illustrative.

Do I need to connect email or messaging?

No. Prepare your first brief and draft here. Connect external channels later when you want the specialist to work there.

Does this replace my existing business software?

Use it alongside your current tools for preparing work and organising jobs. Live stock, availability, sending and payment records require a verified connection or your own confirmation.