Bookkeeper Onboarding
Bookkeeper Onboarding Form with a Fee Preview. Collect a new bookkeeping client's scope, preview the monthly fee and create the document checklist. Free to clone.
Bookkeeper Onboarding is a Taskade app kit built from one prompt: 5 projects that remember, 1 AI agent that thinks, and 3 automations that run on their own.
Category: Tools
This Taskade Genesis app includes 5 projects, 1 AI agent, 3 automations. Preview it live, then clone it into your own workspace.
Its AI agents include Opening Entry. Its automations include Monday stale documents check, New client intake: documents and alert and Welcome note when a form is ready.
by @john
What you can do with Bookkeeper Onboarding
- 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 Bookkeeper Onboarding works
- Monday stale documents check: when Every Monday at 8 AM, then Find forms waiting over 7 days and List the waiting forms.
- New client intake: documents and alert: when an onboarding form is added, then Request bank statements and Request prior returns.
- Welcome note when a form is ready: when a form is set Ready, then Opening Entry drafts the welcome note and Comment the draft on the form.
Built with Taskade Genesis
- Category: Tools
- AI agents: Opening Entry
- Automations: Monday stale documents check, New client intake: documents and alert, Welcome note when a form is ready
- Workspace: 5 projects, 1 AI agent, 3 automations