Account Coverage Board
Account Coverage Board for B2B Sales: See the warm contacts of each open account by buying role, a coverage score, the roles still missing and the single-threaded deals at risk.
Account Coverage Board 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: CRMs
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 Deal Coach. Its automations include Receive contacts from your CRM and Monday coverage digest.
by @taskade
What you can do with Account Coverage Board
- 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 Coverage Board works
- Receive contacts from your CRM: Add or update the contact by external id and Read this run's identifiers.
- Monday coverage digest: when Every Monday at 8:00, then Read coverage settings and Start Monday in the settings time zone.
Built with Taskade Genesis
- Category: CRMs
- AI agents: Deal Coach
- Automations: Receive contacts from your CRM, Monday coverage digest
- Workspace: 5 projects, 1 AI agent, 2 automations