Board Treasurer Report
Board Treasurer Report for Nonprofits. Build the monthly treasurer report for your board: cash, budget against actual and restricted funds. Public annual summary for donors. Free to clone.
Board Treasurer Report 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: Finance
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 Ledger Lena. Its automations include Board review narrative draft, Monday donor questions digest and Monthly treasurer checklist.
by @john
What you can do with Board Treasurer Report
- 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 Board Treasurer Report works
- Board review narrative draft: when a report moves to Board review, then Read this month's figures and Join figures as text.
- Monday donor questions digest: when Every Monday at 8 AM, then Find new donor questions and Join questions as text.
- Monthly treasurer checklist: when Every month on the 3rd at 9 AM, then Find lines with no actual and Find overspent restricted funds.
Built with Taskade Genesis
- Category: Finance
- AI agents: Ledger Lena
- Automations: Board review narrative draft, Monday donor questions digest, Monthly treasurer checklist
- Workspace: 7 projects, 1 AI agent, 3 automations