JuicyAgentsClose Checklist Keeper
Reset a month-end close checklist
Close Checklist Keeper is an AI agent you set up in the ChatGPT, Gemini or Grok you already use. When you ask, or monthly if you schedule it, it turns your close checklist into a fresh one for the new period, with old sign-offs cleared, due dates from your approved close calendar and every date or owner conflict listed for your controller.
Pick your AI for the steps and the prompt
About each AI:ChatGPT WorkGrok BotOpenAI DotsGemini Task
Checked 29 Oct 2026. Not run by JuicyAgents yet. Written from each AI’s official docs; the example is illustrative.
2 tasks reset, 1 date conflict, 1 ownership gap
- T12 October — A — BNot started
- T21 October — dependency T1Not started
- ConflictT2 is due before T1
- Ownership gapT2 has no preparer or reviewer
- August sign-offStays in prior-period history
How it works
What it does for you, and what it leaves to you.
Small finance teams describe stale checklist dates, unclear completion and difficulty keeping task ownership reliable when reusing a monthly close list.
Use this checklist reset when the period, owners or close-day calendar changes. Paste the list you already use in ChatGPT Work, or keep it in a Google Sheet for Grok Bot, a ChatGPT dot or Gemini; the assistant separates reusable tasks from old completion evidence. If your spreadsheet already rolls dates and resets status correctly, use that instead. A controller still approves the new list.
You stay in charge. Every task starts as Not started unless you give evidence from the new period. Check each due date against the approved close calendar, settle each date conflict and ownership gap with the controller, and keep old sign-offs out of the new period.
You get
- A fresh close checklist plus a short list of date and ownership conflicts
It never
- Mark a task complete or carry an old sign-off into the new period
- Move a deadline or guess working days and holidays
- Assign a missing preparer or reviewer
- Edit your sheet or any task system
The checklist it drafts
The example above, in words.
Checklist: T1 — 2 October — A — B — Not started. T2 — 1 October — dependency T1 — Not started. Conflict: T2 is due before T1. Ownership gap: T2 has no preparer or reviewer. The August sign-off stays in prior-period history.
Settings
The setup prompt starts with the defaults, marked here.
Close checklist sheet
Type the Google Sheet that holds your close checklist. It’s only read, never edited.
Default: Close checklist
Close calendar tab
The tab in that sheet where the controller enters the approved date for each close day.
Default: Close calendar
Checklist order
Use the default or choose the other layout. Both keep the same facts and review checks.
- By close day (default)
- By preparer
Schedule
Monthly drafts the next checklist each month. When I ask creates no schedule.
- When I ask (default)
- Monthly
Your working rules
Owner changes, task naming rules and who approves the checklist. Dates come from the calendar tab, not from this setup.
Optional. Empty unless you fill it in.
Buy instead
Ready-made products that do a similar job, if you would rather pay for one.
Questions people ask
- Does it mark tasks complete or update my sheet?
- No. Every task starts as Not started unless you give it evidence from the new period. It only reads the sheet, and you copy the accepted checklist into your close tracker yourself.
- Where do the new due dates come from?
- Only from the approved close-day dates in your calendar tab or your message. It doesn’t guess working days or holidays. A close day with no approved date keeps its number and is marked To confirm.
- Can it run every month on its own?
- Yes, if you choose Monthly. Grok Bot saves a routine, a ChatGPT dot a recurring task and Gemini a time-based schedule. Pick a day late in the month, after the controller enters the next close’s dates. In ChatGPT Work you paste your list when you need it.
- Does it work with Excel?
- The Grok, dot and Gemini setups read a Google Sheet. With ChatGPT Work you paste your current list into the chat instead.
- Which plan do I need?
- ChatGPT Work on the web needs Plus, Pro, Business, Enterprise or Edu, and a ChatGPT dot needs ChatGPT Pro (Business Premium and Enterprise as dots roll out). Gemini needs Google AI Pro or Ultra, and Grok Bot an X Subscription, a Cursor plan or SuperGrok.
Have us set it up
Rather not set it up yourself?
We set up Close Checklist Keeper in your own accounts and the AI you already pay for, test it on your real work, and hand it over with a short walkthrough.
From $299
- Runs in your accounts; you own everything
- Tested before handover
- Money back if we can’t make it work