Account Check-In Planner
Give each account a tier and a check-in rhythm, see the next touch date, and start each Monday with the overdue accounts of each owner.
Account Check-In Planner is a Taskade app kit built from one prompt: 5 projects that remember, 1 AI agent that thinks, and 2 automations that run on their own.
Category: Quick Apps
This Taskade Genesis app includes 5 projects, 1 AI agent, 2 automations. Preview it live, then clone it into your own workspace.
Its AI agents include Check-In Coach. Its automations include Send a check-in invite and Monday overdue list.
by @taskade
What you can do with Account Check-In Planner
- 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 Account Check-In Planner works
- Send a check-in invite: when you run this flow from an account, then Send the invite email and Mark the invite as Sent.
- Monday overdue list: when Every Monday at 8 AM, then Read the Settings row and Run day in the Settings time zone.
Built with Taskade Genesis
- Category: Quick Apps
- AI agents: Check-In Coach
- Automations: Send a check-in invite, Monday overdue list
- Integrations: Gmail
- Workspace: 5 projects, 1 AI agent, 2 automations