Neon CRM Dashboard
Neon CRM Dashboard is a Taskade Genesis app that connects Google Sheets. Its AI agents include CRM Assistant. Its automations include New Client Onboarding and Sync CRM to Google Sheets. Clone it from gkvssarra with 2 projects, 1 AI agent and 2 automations in one Taskade workspace.
Neon CRM Dashboard is a Taskade app kit built from one prompt: 2 projects that remember, 1 AI agent that thinks, and 2 automations that run on their own.
This Taskade Genesis app includes 2 projects, 1 AI agent, 2 automations. Preview it live, then clone it into your own workspace.
Its AI agents include CRM Assistant. Its automations include New Client Onboarding and Sync CRM to Google Sheets.
by @gkvssarra
What you can do with Neon CRM 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 Neon CRM Dashboard works
- New Client Onboarding: when New Client Added, then Log Welcome Interaction and 🤖 Generate VIP Welcome.
- Sync CRM to Google Sheets: when Webhook Trigger, then Get All CRM Clients and Add Client to Google Sheets.
Built with Taskade Genesis
- AI agents: CRM Assistant
- Automations: New Client Onboarding, Sync CRM to Google Sheets
- Integrations: Google Sheets
- Workspace: 2 projects, 1 AI agent, 2 automations