Client Connect Dashboard
Client Connect Dashboard is a Taskade Genesis app. Its AI agents include Sales Coach. Its automations include Contact Enrichment, Deal Stage Intelligence and Weekly Pipeline Health Report. Clone it from taskade with 3 projects, 1 AI agent and 4 automations in one Taskade workspace.
Client Connect Dashboard is a Taskade app kit built from one prompt: 3 projects that remember, 1 AI agent that thinks, and 4 automations that run on their own.
This Taskade Genesis app includes 3 projects, 1 AI agent, 4 automations. Preview it live, then clone it into your own workspace.
Its AI agents include Sales Coach. Its automations include Contact Enrichment, Deal Stage Intelligence and Weekly Pipeline Health Report.
112 installs · 1 like
by @taskade
What you can do with Client Connect Dashboard
- Preview the live Taskade Genesis app in your browser without signing up.
- Clone the entire workspace (projects, agents, automations, and app UI) to your own Taskade account in one click.
- Edit any agent prompt, project field, or automation step after cloning.
- Share the cloned version with your team or publish to a custom domain.
How Client Connect Dashboard works
- Contact Enrichment: when New Contact Added, then Classify Lead Priority and Research Company Online.
- Deal Stage Intelligence: when Deal Stage Changed, then Classify Stage Transition and Research Deal Company.
- Weekly Pipeline Health Report: when Every Monday at 9 AM, then Find All Active Deals and Find Recent Activities.
Built with Taskade Genesis
- AI agents: Sales Coach
- Automations: Contact Enrichment, Deal Stage Intelligence, Weekly Pipeline Health Report
- Workspace: 3 projects, 1 AI agent, 4 automations
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