Carrier Onboarding Packet
Carrier Onboarding with a Public Carrier Packet Form. Collect carrier packets, check insurance and authority, and approve carriers before the first load. Free to clone.
Carrier Onboarding Packet 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: Forms
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 Carrier Desk. Its automations include Stale packet reminder, Insurance expiry watch and Incomplete packet draft.
by @taskade
What you can do with Carrier Onboarding Packet
- 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 Carrier Onboarding Packet works
- Stale packet reminder: when Every weekday at 9 AM, then Find packets waiting more than one working day and Turn the list into text.
- Insurance expiry watch: when Every Monday at 8 AM, then Find approved carriers expiring within 30 days and Turn the list into text.
- Incomplete packet draft: when a packet is set to Incomplete, then Carrier Desk drafts the missing items note and Comment the draft on the packet.
Built with Taskade Genesis
- Category: Forms
- AI agents: Carrier Desk
- Automations: Stale packet reminder, Insurance expiry watch, Incomplete packet draft
- Workspace: 5 projects, 1 AI agent, 3 automations