Agency Management Software
Agency Project Board with Public Start Dates. Track client projects, hour burn and team load by week, and show prospects when your agency can start. Free to clone.
Agency Management Software is a Taskade app kit built from one prompt: 7 projects that remember, 1 AI agent that thinks, and 3 automations that run on their own.
Category: Dashboards
This Taskade Genesis app includes 7 projects, 1 AI agent, 3 automations. Preview it live, then clone it into your own workspace.
Its AI agents include Scout. Its automations include Daily 5 PM new inquiries email, Monday 8 AM capacity and burn digest and Wrap-up note when a project is Delivered.
by @john
What you can do with Agency Management Software
- 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 Agency Management Software works
- Daily 5 PM new inquiries email: when Every day at 5 PM, then Find new inquiries and Turn new inquiries into text.
- Monday 8 AM capacity and burn digest: when Every Monday at 8 AM, then Find all projects and Find all weekly load rows.
- Wrap-up note when a project is Delivered: when a project is set Delivered, then Scout drafts the wrap-up and Comment the wrap-up draft on the project.
Built with Taskade Genesis
- Category: Dashboards
- AI agents: Scout
- Automations: Daily 5 PM new inquiries email, Monday 8 AM capacity and burn digest, Wrap-up note when a project is Delivered
- Workspace: 7 projects, 1 AI agent, 3 automations